Florida · 4 advisers
Financial Advisors in Cooper City, Florida
Looking for a financial advisor in Cooper City, Florida? Falists indexes 4 SEC-registered and state-registered investment advisers in Cooper City — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $62.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$62.1M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Cooper City
Ranked by AUM · Fees, team & specialties at a glance
EVEREST FINANCIAL ADVISORS, LLC
Cooper City, FL
AUM
$62.1M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
954-233-1960
THE JAFFEE FINANCIAL GROUP, INC.
Cooper City, FL
AUM
$15.4M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
954-430-5855
SPROUT CAPITAL PARTNERS MANAGEMENT, LLC
Cooper City, FL
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(954) 579-6181
COUGAR MUTUAL COMPANY INC
Cooper City, FL
AUM
—
Team
1 advisors
Clients
0
Fees
Hourly charges
786-285-4209
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Common questions
- How many financial advisors are in Cooper City, Florida?
- 4 registered investment advisers are listed in our Cooper City directory, sourced from public SEC filings.
- What types of advisors are in Cooper City?
- 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 Cooper City?
- 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.