Best Financial Advisors in COCONUT GROVE, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in COCONUT GROVE
REMOTIV / FINANCIAL SOUNDINGS
COCONUT GROVE, FL · Since 2008
L 1 GLOBAL WEALTH LLC
COCONUT GROVE, FL · Since 2025
EKANTA WEALTH ADVISORS LLC
COCONUT GROVE, FL · Since 2019
SAFE HARBOR CAPITAL PARTNERS
COCONUT GROVE, FL · Since 2020
APEX INVESTMENTS MANAGEMENT US, LLC
COCONUT GROVE, FL · Since 2022
BICYCLE CAPITAL
COCONUT GROVE, FL · Since 2026
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in COCONUT GROVE?
The median advisory fee in COCONUT GROVE, FL is 0.95% of assets under management per year, based on Form ADV filings from 6 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.