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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Coconut Grove, FL

Every SEC-registered investment adviser representative at a firm office in Coconut Grove, with the firms that employ the most of them.

The short answer

19 registered advisors work in Coconut Grove; the most are at Osaic Wealth, Inc. (5). 7 list the CFP designation and 9 are also registered broker representatives.

Firms with the most advisors in Coconut Grove

FirmAdvisors in Coconut Grove
Osaic Wealth, Inc. news5
Wealth Enhancement Advisory Services, LLC news3
Ekanta Wealth Advisors LLC2
L 1 Global Wealth LLC2
Wells Fargo Advisors Financial Network, LLC news2
Ameriprise Financial Services, LLC news1
Insigneo Advisory Services, LLC1
Integra Wealth1
Osaic Institutions, Inc. news1
Remotiv / Financial Soundings1

Advisors in Coconut Grove, A to Z

CFP advisors in Coconut Grove →

Other cities in Florida

All of Florida →

Miami 3,063Tampa 2,964Jacksonville 2,317Boca Raton 1,567Orlando 1,370Palm Beach Gardens 1,227St. Petersburg 1,045Naples 1,041Coral Gables 927Sarasota 895Fort Lauderdale 714West Palm Beach 461Winter Park 451Clearwater 414Fort Myers 394Ponte Vedra Beach 389Ft. Lauderdale 300Pensacola 283Aventura 265Melbourne 258Jupiter 256Bradenton 254Stuart 249Saint Petersburg 244

Questions

How many financial advisors are in Coconut Grove, FL?

19 investment adviser representatives are registered at firm offices in Coconut Grove, Florida, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Coconut Grove?

Osaic Wealth, Inc., with 5 registered advisors in Coconut Grove, followed by Wealth Enhancement Advisory Services, LLC with 3.

How do I check a financial advisor in Coconut Grove?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.