City
Wealth management firms in Davie, Florida
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Davie, Florida reported $168.5 million in regulatory assets under management; the largest by assets was Patterson Investments, Inc., with $83.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $168.5 million
- Average per firm
- $28.1 million
- SEC-registered, of those listed
- 0 of 6 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Patterson Investments, Inc. | State | $83.5 million | 302 |
| 2 | Sedg Financial Services Corp. | State | $53.3 million | 87 |
| 3 | Mouly Financial Management, Inc. | State | $25.4 million | 26 |
| 4 | Ledgerplus Financial Services LLC | State | $4.3 million | 31 |
| 5 | Moore Financial Planning Advisors, LLC | State | $2.0 million | 84 |
| 6 | Deltasys Advisors LLC | State | $0 | 0 |
Wealth management firms in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.