Local Pros · Pensacola
Local Financial Advisors in Pensacola, FL
Locally owned and operated financial advisors serving Pensacola and the surrounding area. Supporting local businesses means faster response and accountability.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Pensacola, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is SWAN Capital with a 5.0-star rating from 298 Google reviews and an RNM Score of 88/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Prosperous Wealth Management
Prosperous Wealth Management stands out as the top-ranked advisor in Pensacola due to its strong reputation for comprehensive wealth management and client-focused services.
Most Reviewed
Prosperous Wealth Management
A high number of reviews indicates broad client experience and trust, helping consumers gauge reliability and service quality.
When choosing a financial advisor in Pensacola, consider both the firm's ranking and the volume of client reviews to ensure a good fit. Always verify credentials and fee structures before committing.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
33
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from nearly 300 reviews in Pensacola, FL.
107 W Gregory St, Pensacola, FL 32502, USAPensacola's top-rated financial advisor with a perfect 5.0 stars from over 100 reviews.
196 E 9 Mile Rd suite g, Pensacola, FL 32534, USARated 5.0 stars from 67 reviews, this Pensacola financial advisor is highly trusted.
180 N Palafox St, Pensacola, FL 32502, USAFinancial 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 | Edward Jones - Financial Advisor: John L Peacock Jr, CFP®|ChFC®|CEPA®|AAMS®|CRPC™200 S Tarragona St, Pensacola, FL 32502, USA | 5.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Shawn E Bergstrom5401 Pensacola Blvd Ste 2, Pensacola, FL 32505, USA | 5.0★ | 28 |
| #7 | Riverside Wealth Advisors - Fenoy Butler, USN (Ret), CHFC, RICP105 E Gregory St, Pensacola, FL 32502, USA | 5.0★ | 9 |
| #8 | Kingsman Wealth Management320 W Government St, Pensacola, FL 32502, USA | 5.0★ | 2 |
| #9 | First Command180 N Palafox St, Pensacola, FL 32502, USA | 4.7★ | 50 |
| #10 | Wealth Dx240 N Tarragona St, Pensacola, FL 32502, USA | 5.0★ | 13 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Pensacola
Trusted by clients, this Pensacola advisor holds a perfect 5.0★ rating from 18 reviews.
180 N Palafox St, Pensacola, FL 32502, USA
Exceptional 5.0-star rating across initial Google reviews in Pensacola.
200 S Tarragona St, Pensacola, FL 32502, USA
5.0 stars from 28 reviews reflects exceptional client trust in Pensacola.
5401 Pensacola Blvd Ste 2, Pensacola, FL 32505, USA
Trusted Pensacola financial advisor with a perfect 5.0-star rating from 9 Google reviews.
105 E Gregory St, Pensacola, FL 32502, USA
5.0 stars from 2 reviews, reflecting exceptional early client satisfaction.
320 W Government St, Pensacola, FL 32502, USA
Pensacola financial advisor with 4.7 stars from 50 local Google reviews.
180 N Palafox St, Pensacola, FL 32502, USA
Exceptional 5.0-star rating from 13 Google reviews for this Pensacola financial advisor.
240 N Tarragona St, Pensacola, FL 32502, USA
Exceptional 5.0-star rating from 10 Google reviews for a Pensacola financial advisor.
4455 Bayou Blvd # A, Pensacola, FL 32503, USA
Exceptional 5.0-star rating from 9 reviews from Pensacola clients.
2032 Creighton Rd, Pensacola, FL 32504, USA
Exceptional 5.0-star rating from 7 Google reviews for a Pensacola financial advisor.
6202 N 9th Ave Suite 1B, Pensacola, FL 32504, USA
Exceptional 5.0-star rating from five Google reviews for financial advising in Pensacola.
8001 N 9th Ave, Pensacola, FL 32514, USA
Top-rated financial advisor in Pensacola with a perfect 5.0-star rating from 3 reviews.
9013 University Pkwy F, Pensacola, FL 32514, USA
5.0-star rating from one review, financial advisor serving Pensacola.
4754 N 9th Ave, Pensacola, FL 32503, USA
Exceptional 5.0-star rating from Google reviews for a Pensacola financial advisor.
6704 Plantation Rd STE A, Pensacola, FL 32504, USA
Exceptional 5.0-star rating from one Google review.
3000 Langley Ave # 200, Pensacola, FL 32504, USA
Exceptional 5.0-star rating from one Google review.
815 S Palafox St, Pensacola, FL 32502, USA
No ratings yet; this Pensacola financial advisor has no Google reviews to share.
151 W Main St #104, Pensacola, FL 32502, USA
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Financial Advisors in Pensacola, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | SWAN Capital | 88/100 | 5.0 ★ | 298 |
| 2 | MEG Financial, Inc. | 84/100 | 5.0 ★ | 105 |
| 3 | First Command Financial Advisor - Tory Sokul, ChFC®|CFP® | 81/100 | 5.0 ★ | 67 |
| 4 | First Command Financial Advisor - Heatherann Bozeman | 74/100 | 5.0 ★ | 18 |
| 5 | Edward Jones - Financial Advisor: John L Peacock Jr, CFP®|ChFC®|CEPA®|AAMS®|CRPC™ | 64/100 | 5.0 ★ | 2 |
| 6 | Edward Jones - Financial Advisor: Shawn E Bergstrom | 77/100 | 5.0 ★ | 28 |
| 7 | Riverside Wealth Advisors - Fenoy Butler, USN (Ret), CHFC, RICP | 71/100 | 5.0 ★ | 9 |
| 8 | Kingsman Wealth Management | 64/100 | 5.0 ★ | 2 |
| 9 | First Command | 75/100 | 4.7 ★ | 50 |
| 10 | Wealth Dx | 73/100 | 5.0 ★ | 13 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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