Top financial advisors in Coconut Grove, FL

We’ve curated a list of the best financial advisors in Coconut Grove, take a look at it below.

# Company Assets under management Number of advisors
1
Assets under management
$469,691,426
Number of advisors
8 advisors
$469,691,426 8 advisors
2
Assets under management
$127,820,000
Number of advisors
4 advisors
$127,820,000 4 advisors
3
Assets under management
$27,850,693
Number of advisors
3 advisors
$27,850,693 3 advisors
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We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

Methodology

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.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
  • Forest Avenue Capital Management Lp

    Forest Avenue Capital Management Lp is a financial advisory firm based in Coconut Grove, Florida. It currently has approximately $469,691,426 of assets under management and employs about 8 people. Forest Avenue Capital Management Lp uses a fee structure of a percentage of assets under your management and performance-based fees.

    $469,691,426 under management

    8 advisors

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles
  • Apex Investments Management Us, LLC

    Apex Investments Management Us, LLC is a financial advisory firm based in Coconut Grove, Florida. It currently has approximately $127,820,000 of assets under management and employs about 4 people. Apex Investments Management Us, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

    $127,820,000 under management

    4 advisors

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles
  • Xtellus Advisors LLC

    Xtellus Advisors LLC is an investment advisory firm established in 2021, based in New York, New York. The firm specializes in providing discretionary investment advisory services to private pooled investment vehicles intended for institutional and sophisticated investors. Xtellus Advisors offers broad and flexible investment authority tailored to each client's specific investment objectives outlined in governing documents. As of December 31, 2022, the firm managed approximately $43,489,618 in regulatory assets under management on a discretionary basis. Clients are charged a management fee of up to 2% of assets under management, payable quarterly, and may be subject to a performance fee of up to 20% of income, gains, and losses derived from portfolio investments. The firm's investment strategy focuses on capital appreciation through growth-oriented private and public market investments, with a cross-border capital approach seeking exposure to institutional quality opportunities. Xtellus Advisors emphasizes risk factors, highlighting the potential for substantial loss and the speculative nature of investments in less established companies. The firm operates as a fiduciary, acting in the best interests of clients, and maintains a Code of Ethics to ensure fair dealings and compliance with securities laws. Xtellus Advisors provides investment advisory services on a discretionary basis, with investment opportunities allocated based on assets under management and other factors.

    $27,850,693 under management

    3 advisors

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles

Commitment

We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

Methodology

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.

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