Top financial advisors in Davie, FL
We've curated a list of the best financial advisors in Davie, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $72,488,469 Number of advisors 2 advisors | |||
| 2 | Assets under management $208,920,901 Number of advisors 4 advisors |
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.
Get matched with an advisorMethodology
To find the top financial advisors in Davie, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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.
Patterson Investments, Inc.
Patterson Investments, Inc. is a financial advisory firm based in Davie, Florida. It currently has approximately $72,488,469 of assets under management and employs about 2 people. Patterson Investments, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
$72,488,469 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Educational Seminars/workshops
Asset Allocation Review Services
Cannon Global Investment Management, LLC
Cannon Global Investment Management, LLC, established in January 2017, offers discretionary investment advice primarily to Cannon Global Fund, LP and Cannon Global A2 Fund, LP, as well as separately managed accounts for institutional investors. The firm's investment strategy focuses on generating capital appreciation through proprietary trading strategies targeting short-term market inefficiencies within the global equity market. The Funds may also invest in cleared derivatives contracts and listed equity securities, utilizing leverage and monitoring portfolios to maximize risk-adjusted returns. Clients typically include high net worth individuals and institutional investors, with a minimum initial investment of $1,000,000 for the Funds. Fees are detailed in the Governing Documents, with investors in Cannon Global A2 Fund, LP paying an annualized management fee of 0.3%, while investors in Cannon Global Fund, LP do not pay management fees. Performance-based allocations are made to the Cannon GPs, with procedures in place to ensure fair allocation of investment opportunities among clients. The firm discloses its Code of Ethics, personal trading policies, and proxy voting procedures, emphasizing compliance with regulations and ethical conduct. Cannon Global Investment Management manages $105,483,957 of regulatory assets under management as of December 31, 2024, on a discretionary basis.
$208,920,901 under management
4 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.
Get matched with an advisorMethodology
To find the top financial advisors in Davie, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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