Top advisors in Coconut Grove
We’ve curated a list of the best financial advisors in Coconut Grove, take a look at it below
Find an advisor in Coconut Grove| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $469,691,426 | 8 advisors | ||
| 2 | $127,820,000 | 4 advisors | ||
| 3 | $27,850,693 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Coconut Grove, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Coconut Grove. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Forest Avenue Capital Management Lp
Assets under management
$469,691,426
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Apex Investments Management Us, LLC
Assets under management
$127,820,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Xtellus Advisors LLC
Assets under management
$27,850,693
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.