Florida · 10 advisers
Financial Advisors in Pensacola, Florida
Looking for a financial advisor in Pensacola, Florida? Falists indexes 10 SEC-registered and state-registered investment advisers in Pensacola — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 10 firms list a website you can visit directly. Firms in this directory manage up to $761.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
10
With website
10
Largest AUM
$761.8M
Financial planning
8
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Pensacola
Ranked by AUM · Fees, team & specialties at a glance
FSA INVESTMENT GROUP, LLC
Pensacola, FL
AUM
$761.8M
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(850) 696-1550
SALTMARSH FINANCIAL ADVISORS, LLC
Pensacola, FL
AUM
$356.5M
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
850-435-8300
KINGSMAN WEALTH MANAGEMENT INC.
Pensacola, FL
AUM
$235.0M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
850-565-3780
ARMADA ADVISORS
Pensacola, FL
AUM
$190.3M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
850-497-6167
SAFE HARBOR FIDUCIARY, LLC
Pensacola, FL
AUM
$129.9M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
850-435-4844
THE RETIREMENT PLANNERS, USA, LLC
Pensacola, FL
AUM
$60.3M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
850-995-1999
COASTAL EQUITY MANAGEMENT, LLC
Pensacola, FL
AUM
$7.3M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
850-435-4844
SOUTHEASTERN FINANCIAL PLANNING, LLC
Pensacola, FL
AUM
$4.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
850-400-3466
GUERNSEY FINANCIAL, LLC
Pensacola, FL
AUM
—
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(850) 476-3491
More cities in Florida
Common questions
- How many financial advisors are in Pensacola, Florida?
- 10 registered investment advisers are listed in our Pensacola directory, sourced from public SEC filings.
- What types of advisors are in Pensacola?
- 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 Pensacola?
- 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.