Investment advisers in Coconut Grove, FL
6 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| L 1 Global Wealth LLC | $2.81 billion | 4 | 0 |
| Bicycle Capital | $518.5 million | 10 | 0 |
| Apex Investments Management US, LLC | $392.5 million | 6 | 0 |
| Safe Harbor Capital Partners | $343.8 million | 23 | 0 |
| Ekanta Wealth Advisors LLC | $306.7 million | 7 | 0 |
| Remotiv / Financial Soundings | $0 | 5 | 0 |