Best Financial Advisors in PENSACOLA, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
6
Registered Firms
0.95%
Median Fee
of assets/year
$235M
Median AUM
6
Firms Listed
in our database
Top-Ranked Advisors in PENSACOLA
#1
100
SALTMARSH FINANCIAL ADVISORS, LLC
PENSACOLA, FL · Since 2017
$357M AUM6 clientsFee: 0%
FiduciaryFee-Only
#2
100
ARMADA ADVISORS
PENSACOLA, FL · Since 2021
$190M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100
FSA INVESTMENT GROUP, LLC
PENSACOLA, FL · Since 2012
$762M AUM12 clientsFee: 0%
FiduciaryFee-Only
#4
100
SAFE HARBOR FIDUCIARY, LLC
PENSACOLA, FL · Since 2021
$130M AUM3 clientsFee: 0%
FiduciaryFee-Only
#5
100
KINGSMAN WEALTH MANAGEMENT INC.
PENSACOLA, FL · Since 2024
$235M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
100
COASTAL EQUITY MANAGEMENT, LLC
PENSACOLA, FL · Since 2024
$7M AUM2 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in PENSACOLA?
The median advisory fee in PENSACOLA, FL is 0.95% of assets under management per year, based on Form ADV filings from 6 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.