Financial advisers in Coconut Grove, FL
6 registered investment adviser firms in Coconut Grove managing $4.4B in assets, based on public SEC Form ADV filings.
L 1 Global Wealth LLC
Coconut Grove, FL · Est. 2025
RegionalInternational
- AUM
- $2.8B
- Per adviser
- $937M
- Advisers
- 3
No reported disclosures
Bicycle Capital
Coconut Grove, FL · Est. 2026
Local
- AUM
- $518M
- Per adviser
- $65M
- Advisers
- 8
No reported disclosures
Apex Investments Management US, LLC
Coconut Grove, FL · Est. 2022
LocalInternational
- AUM
- $392M
- Per adviser
- $131M
- Advisers
- 3
No reported disclosures
Safe Harbor Capital Partners
Coconut Grove, FL · Est. 2020
LocalInternational
- AUM
- $344M
- Per adviser
- $86M
- Advisers
- 4
No reported disclosures
Ekanta Wealth Advisors LLC
Coconut Grove, FL · Est. 2019
LocalInternational
- AUM
- $307M
- Per adviser
- $307M
- Advisers
- 1
No reported disclosures
Remotiv / Financial Soundings
Coconut Grove, FL · Est. 2008
Local
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures