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SEDG FINANCIAL SERVICES CORP.

Advisory

DAVIE, FL

Data as of Mar 14, 2026 · Source: SEC Form ADV

Rank in FL
#1,590
of 2,610 advisers by AUM
Average account
$612K
across 87 accounts
AUM per adviser
$53M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 14, 2026.

Total AUM
$53M
Discretionary %
100%
Clients
63
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$53M
Discretionary AUM$53M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients63
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

ARNOLD INSURANCE & FINANCIAL SERVICES, LLC
COCOA, FL
$53M
JORDAN FINANCIAL LLC
$53M
+5.5% 1Y
BUCKLEY FINANCIAL GROUP, INC.
DAYTONA BEACH, FL
$53M
WILLIAMS FINANCIAL CONSULTANTS INC
CORAL SPRINGS, FL
$53M
+25.6% 1Y
WEBULL ADVISORS LLC
ST PETERSBURG, FL
$53M
+36.0% 1Y
COLLINS CAPITAL MANAGEMENT, INC.
JACKSONVILLE, FL
$53M
+12.6% 1Y

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