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Investment Advisors in Coconut Grove, FL: 2026 rankings

122 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Coconut Grove: Cardone Capital, RFA Score 74/100; 4.9★ from 2,942 Google reviews; open 7 days a week.

  2. 2

    Most-reviewed: First Title Group Inc., 215 Google reviews at 4.9★, the most of 122 ranked after Cardone Capital; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

122 Coconut Grove investment advisors are ranked here by RFA Score, from eight published factors. 25 open Saturdays and 18 open Sundays, based on posted hours. The median Google rating is 4.8★ across 122 rated firms.

Most of this list also appears on the Investment advisors in Miami ranking. See Investment advisors in Miami

Top 10 investment advisors in Coconut Grove at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 investment advisors in Coconut Grove at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Cardone Capital744.9★ (2,942)Aventura, 18 mi awaySat · SunTop score
2First Title Group Inc.734.9★ (215)Miami, 8 mi away—Most reviews
37 Ways to Wealth714.8★ (71)Miami, 6 mi away——
4Liberta Global705.0★ (12)Coconut GroveEvenings—
5QQ CAPITAL INVESTMENT FUND695.0★ (19)Miami, 4 mi away——
6Cash Out Your Home | Sell My House Fast695.0★ (24)Miami, 8 mi awaySat · Sun · Evenings—
7Southeast Financial Center694.5★ (44)Miami, 6 mi away——
8GMG Asset Management695.0★ (16)Miami, 5 mi away——
9CGI Merchant Group684.5★ (11)Miami, 1 mi away——
10Sahin Real Estate Investment684.8★ (30)Miami, 10 mi awaySat · Sun—

All 122 investment advisors in Coconut Grove, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Coconut Grove

    #1 Cardone Capital

    Based in Aventura, 18 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 2,942 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 2,942 Google reviews
    Hours
    Mon–Sun 8 AM–6 PM
    Address
    18851 NE 29th Ave Ste 1000, Aventura, FL 33180
    View profile for Cardone Capital(305) 407-0276

  2. #2 First Title Group Inc.

    Based in Miami, 8 mi away

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 215 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 215 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    7791 NW 46th St Ste 206 & 207, Miami, FL 33166
    View profile for First Title Group Inc.(786) 409-2812

  3. #3 7 Ways to Wealth

    Based in Miami, 6 mi away

    71/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.8★ from 71 Google reviews, listed on Google as “Investment service”.

    • 4.8★ from 71 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    848 Brickell Ave PH-5, Miami, FL 33131
    View profile for 7 Ways to Wealth(305) 749-9215

  4. #4 Liberta Global

    Based in Coconut Grove

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–6:30 PM · Sat–Sun closed
    Address
    2601 S Bayshore Dr, Coconut Grove, FL 33133
    View profile for Liberta Global

  8. #8 GMG Asset Management

    Based in Miami, 5 mi away

    69/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1100 Brickell Bay Dr, Miami, FL 33131
    View profile for GMG Asset Management(786) 330-2225

  9. #9 CGI Merchant Group

    Based in Miami, 1 mi away

    68/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.5★ from 11 Google reviews, listed on Google as “Investment service”.

    • 4.5★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    3480 Main Hwy 2nd Floor, Miami, FL 33133
    View profile for CGI Merchant Group(786) 581-4800

  11. #11 Boyne Capital Partners

    Based in Miami, 2 mi away

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3350 Virginia St Ste 400, Miami, FL 33133
    View profile for Boyne Capital Partners(305) 856-9500

  12. #12 Cardinal Advisers LLC

    Based in Miami, 5 mi away

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 9:15 AM–4:30 PM · Sat–Sun closed
    Address
    6250 SW 133rd St, Miami, FL 33156
    View profile for Cardinal Advisers LLC(786) 216-7547

  14. #14 Transactional Funding FL

    Based in Miami Shores, 11 mi away

    68/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–9 PM · Sun closed
    Address
    209 NE 95th St Suite 7A, Miami Shores, FL 33138
    View profile for Transactional Funding FL(954) 274-1003

  16. #16 Credicorp Capital LLC

    Based in Miami, 5 mi away

    67/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.6★ from 11 Google reviews, listed on Google as “Investment service”.

    • 4.6★ from 11 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1111 Brickell Ave Ste 2850, Miami, FL 33131
    View profile for Credicorp Capital LLC(305) 455-0970

  17. #17 Harry Berry Realty

    Based in Hollywood, 24 mi away

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 87 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 87 Google reviews
    Hours
    Mon–Sun 8 AM–8 PM
    Address
    4100 N 29th Ave, Hollywood, FL 33020
    View profile for Harry Berry Realty(954) 816-6521

  20. #20 Trivest Partners

    Based in Coral Gables, 2 mi away

    67/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.7★ from 6 Google reviews, listed on Google as “Investment service”.

    • 3.7★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2811 Ponce de Leon Blvd #400, Coral Gables, FL 33134
    View profile for Trivest Partners(305) 858-2200

  21. #21 Como Invierto

    Based in Doral, 9 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 10 AM–5:30 PM · Sat–Sun closed
    Address
    8333 NW 53rd St, Doral, FL 33166
    View profile for Como Invierto(617) 893-7779

  22. #22 Harbor Ithaka WM

    Based in Miami, 8 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    3250 NE 1st Ave, Miami, FL 33137
    View profile for Harbor Ithaka WM(305) 755-7600

  23. #23 Participant Capital

    Based in Miami, 6 mi away

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 3.8★ from 10 Google reviews, listed on Google as “Investment company”.

    • 3.8★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    Wells Fargo Center, 333 SE 2nd Ave Ste 3000, Miami, FL 33131
    View profile for Participant Capital(800) 581-7227

  24. #24 GenTrust, LLC

    Based in Miami, 5 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8:30 AM–6 PM · Sat–Sun closed
    Address
    1450 Brickell Ave Ste 3050, Miami, FL 33131
    View profile for GenTrust, LLC(305) 677-6688

How we ranked Coconut Grove investment advisors

We scored 122 Coconut Grove investment advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Coconut Grove data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose an investment advisor

  1. Confirm the investment advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask an investment advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my investment advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Investment advisors in Coconut Grove: frequently asked questions

Which investment advisor has the highest RFA Score in Coconut Grove?

By RFA Score, the highest-ranked investment advisor in Coconut Grove, FL is Cardone Capital with an RFA Score of 74/100. It has 4.9★ from 2,942 Google reviews. It is open 7 days a week. First Title Group Inc. (#2) and 7 Ways to Wealth (#3) follow. We ranked 122 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Coconut Grove?

RankedFinancialAdvisors ranks 122 investment advisors serving Coconut Grove, FL. 1 of them is based in Coconut Grove; the rest serve it from nearby towns. Counts are as of November 2026.

Which investment advisors in Coconut Grove work on weekends?

25 of 122 ranked investment advisors post Saturday hours and 18 post Sunday hours. The highest-ranked open Saturdays are Cardone Capital (#1), Cash Out Your Home | Sell My House Fast (#6) and Sahin Real Estate Investment (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Coconut Grove investment advisors have?

The median Google rating among 122 rated investment advisors in Coconut Grove is 4.8★, with a median of 10 reviews. Cardone Capital has the most, 2,942 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do investment advisors outside Coconut Grove count in this ranking?

Yes, if they are within 25 mi of the Coconut Grove city center, our service radius for investment advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can investment advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Coconut Grove ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every investment advisor in Coconut Grove a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do investment advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Coconut Grove

  1. November 2026: RFA Scores recalculated for 122 investment advisors serving Coconut Grove.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and Coconut Grove pages