RIA Intel›Advisers›Florida›EVEREST FINANCIAL ADVISORS, LLC

EVEREST FINANCIAL ADVISORS, LLC

Advisory

COOPER CITY, FL

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in FL

#1,525

of 2,610 advisers by AUM

Average account

$130K

across 479 accounts

AUM per adviser

$31M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$62M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$62M

Discretionary AUM$61M

Non-Discretionary AUM$610K

Discretionary %99%

Total Clients226

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, GA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

226 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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