Florida · 5 advisers
Financial Advisors in Davie, Florida
Looking for a financial advisor in Davie, Florida? Falists indexes 5 SEC-registered and state-registered investment advisers in Davie — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $92.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
4
Largest AUM
$92.9M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Davie
Ranked by AUM · Fees, team & specialties at a glance
AUM
$92.9M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
754-216-9588
PATTERSON INVESTMENTS, INC.
Davie, FL
AUM
$83.5M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
305-648-3080
SEDG FINANCIAL SERVICES CORP.
Davie, FL
AUM
$53.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
954-862-1492
AUM
$2.0M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
954-382-8877
MOULY FINANCIAL MANAGEMENT, INC.
Davie, FL
AUM
$25.4M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954-416-1776
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Common questions
- How many financial advisors are in Davie, Florida?
- 5 registered investment advisers are listed in our Davie directory, sourced from public SEC filings.
- What types of advisors are in Davie?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Davie?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.