4.5+ Stars · Pensacola
Highly Rated Financial Advisors in Pensacola, FL
Only the best make this list. These financial advisors in Pensacola have earned 4.5+ star ratings from real customers — consistently.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Pensacola, FL by verified customer ratings and review volume. The highest-rated is SWAN Capital with a 5.0-star rating from 298 verified reviews. Also in the top tier: MEG Financial, Inc. and First Command Financial Advisor - Tory Sokul, ChFC®|CFP®. The average rating across all listed financial advisors in Pensacola is 5 stars from 33 reviews per business on average.
Financial advisors in Pensacola typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
33
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
SWAN Capital
107 W Gregory St, Pensacola, FL 32502, USA
MEG Financial, Inc.
196 E 9 Mile Rd suite g, Pensacola, FL 32534, USA
First Command Financial Advisor - Tory Sokul, ChFC®|CFP®
180 N Palafox St, Pensacola, FL 32502, USA
Financial Advisors Rankings in Pensacola, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | SWAN Capital107 W Gregory St, Pensacola, FL 32502, USA | 5.0★ | 298 |
| #2 | MEG Financial, Inc.196 E 9 Mile Rd suite g, Pensacola, FL 32534, USA | 5.0★ | 105 |
| #3 | First Command Financial Advisor - Tory Sokul, ChFC®|CFP®180 N Palafox St, Pensacola, FL 32502, USA | 5.0★ | 67 |
| #4 | First Command Financial Advisor - Heatherann Bozeman180 N Palafox St, Pensacola, FL 32502, USA | 5.0★ | 18 |
| #5 | First Command180 N Palafox St, Pensacola, FL 32502, USA | 4.7★ | 50 |
| #6 | Integrity Financial Group2032 Creighton Rd, Pensacola, FL 32504, USA | 5.0★ | 9 |
| #7 | Iron Horse Wealth Strategies3000 Langley Ave # 200, Pensacola, FL 32504, USA | 5.0★ | 1 |
| #8 | Merrill Lynch Financial Advisor David Zellner815 S Palafox St, Pensacola, FL 32502, USA | 5.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: John L Peacock Jr, CFP®|ChFC®|CEPA®|AAMS®|CRPC™200 S Tarragona St, Pensacola, FL 32502, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Micah R Mattoon, CFP®|AAMS®9013 University Pkwy F, Pensacola, FL 32514, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Pensacola
First Command Financial Advisor - Heatherann Bozeman
180 N Palafox St, Pensacola, FL 32502, USA
First Command
180 N Palafox St, Pensacola, FL 32502, USA
Integrity Financial Group
2032 Creighton Rd, Pensacola, FL 32504, USA
Iron Horse Wealth Strategies
3000 Langley Ave # 200, Pensacola, FL 32504, USA
Merrill Lynch Financial Advisor David Zellner
815 S Palafox St, Pensacola, FL 32502, USA
Edward Jones - Financial Advisor: John L Peacock Jr, CFP®|ChFC®|CEPA®|AAMS®|CRPC™
200 S Tarragona St, Pensacola, FL 32502, USA
Edward Jones - Financial Advisor: Micah R Mattoon, CFP®|AAMS®
9013 University Pkwy F, Pensacola, FL 32514, USA
Guernsey Financial LLC
6704 Plantation Rd STE A, Pensacola, FL 32504, USA
Financial Warrior | Magnolia Wealth Strategies
4455 Bayou Blvd # A, Pensacola, FL 32503, USA
Wealth Dx
240 N Tarragona St, Pensacola, FL 32502, USA
Prosperous Wealth Management
6202 N 9th Ave Suite 1B, Pensacola, FL 32504, USA
Chaudron Financial Group
4754 N 9th Ave, Pensacola, FL 32503, USA
The Retirement Planners
8001 N 9th Ave, Pensacola, FL 32514, USA
Waverly Advisors, LLC
151 W Main St #104, Pensacola, FL 32502, USA
Riverside Wealth Advisors - Fenoy Butler, USN (Ret), CHFC, RICP
105 E Gregory St, Pensacola, FL 32502, USA
Kingsman Wealth Management
320 W Government St, Pensacola, FL 32502, USA
Edward Jones - Financial Advisor: Shawn E Bergstrom
5401 Pensacola Blvd Ste 2, Pensacola, FL 32505, USA
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Frequently Asked Questions — Financial Advisors in Pensacola
What is a fiduciary financial advisor and why does it matter in Pensacola?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Pensacola, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Pensacola?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 1, 2026.
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