How do I choose a financial planner for retirement?

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect

How do I know if my financial advisor is a fiduciary?

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask.

Home

Financial Advisor

Florida

Pensacola

Tell Us Your Financial Goals

Compare Advisors

Select the Advisor That is Right For You

Compare 3 financial advisors near you matched to your specific needs

Personalized Advice For Portfolio Size of 100k And Above

FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Compare 3 financial advisors near you matched to your specific needs

Personalized Advice For Portfolio Size of 100k And Above

Tell Us Your Financial Goals

Compare Advisors

Select the Advisor That is Right For You

FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Find Top Financial Advisors in Pensacola, Florida

Q: What does a financial advisor do?

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Q: Is it worth paying for a financial advisor?

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are breast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement.

Q: What is the difference between a financial planner and a financial advisor?

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals

Q: When should I hire a financial advisor?

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions.

Q: How do I choose the right financial advisor?

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision.

Pensacola, Florida is part of the beautiful white sand beach communities of the Florida Panhandle. Pensacola, unlike most seaside communities, is rather affordable with a cost of living 8% lower than the national average. Since the cost of living is so low, and Florida has no state income tax, finding a financial advisor in Pensacola that helps you with the right financial vehicles could prove to be beneficial to meeting your overall financial goals. There are over 350 financial advisors to choose from in the Pensacola area. Hiring a financial advisor that you trust with your finances could be a hard decision to make alone. You don't have to be alone, though. Wiseradvisor's free match service can connect you to 2-3 vetted financial advisors that meet your requirements. We specialize in connecting people to qualified advisors and planners.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Pensacola, Florida.

How To Find Trusted Financial Advisors in Pensacola, Florida

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Pensacola, Florida

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Polaris Wealth Management1553 Venice AveFort Walton Beach, FL 32547	N/A	Not Specified	Not Specified	Not Specified

Financial Advisor

Polaris Wealth Management1553 Venice AveFort Walton Beach, FL 32547

ExperienceN/A

AUMNot Specified

Minimum AssetsNot Specified

Fee StructureNot Specified

Are you a Financial Advisor in Pensacola, Florida?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Information on Qualified Financial Advisors in Pensacola, Florida

VETTED

Polaris Wealth Management

About Polaris Wealth Management

It started with a simple idea: Build a highly successful, comprehensive wealth management firm working with a small, select group of people who want customized advice and help managing their wealth.

We are a valued advisor to our clients; the quarterback of their financial service team and their personal Chief Financial Officer. We adhere to a fiduciary standard for our advisory clients placing our advisory clients' interest ahead of our own. We are primarily a fee-based planning and advisory firm; we don't have any proprietary products or sales quotas. We are fiercely independent; we have purposefully chosen to align with the #1 Independent Broker/Dealer in the U.S.* (As reported by Financial Planning magazine, 1996-2025, based on total revenue.) so we can have access to sophisticated systems, tools and money managers on behalf of our clients. We are not obligated to a corporate master or group of shareholders which allows us the freedom to focus on long term results. We are committed to a high ethical standard and independent advice.

EVERY DAY WE ARE AUDITIONING FOR THE MOST IMPORTANT POSITION ON OUR CLIENTS' SELECT TEAM OF TRUSTED ADVISORS.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Qualifications

Firm CRD# 6413

Compensation/Fee

Office Location

1553 Venice Ave,Fort Walton Beach,FL 32547

Phone Number

850-420-1842

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

I Want to Take Charge.

Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

Your Information is Safe and Secure

I Want to Take Charge.

Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Top Financial Advisory Firms in Pensacola, Florida

Pensacola, Florida is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Pensacola, Florida are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Pensacola, Florida, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


CITADEL ADVISORS LLCMiami, FL	2932	26	$397,045,307,119	A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
GQG PARTNERSFort Lauderdale, FL	189	727	$120,567,542,959	A percentage of AUM, Performance Based
CORIENTMiami, FL	845	97020	$118,191,936,095	A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (% OF ASSETS UNDER ADVISEMENT)
ELLIOTT INVESTMENT MANAGEMENT L.P.West Palm Beach, FL	578	38	$97,371,716,804	A percentage of AUM, Other (PERFORMANCE-BASED ALLOCATIONS)
DOUBLELINE CAPITAL LPTampa, FL	264	146	$92,968,371,160	A percentage of AUM, Fixed fees, Performance Based
SANDERS CAPITAL, LLCWest Palm Beach, FL	25	102	$82,252,391,000	A percentage of AUM, Performance Based
LIGHTHOUSE INVESTMENT PARTNERS, LLCPalm Beach Gardens, FL	413	137	$74,147,147,934	A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.Miami Beach, FL	506	189	$68,062,428,598	Performance Based, Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS)
EAGLE ASSET MANAGEMENT INCSt. Petersburg, FL	73	66691	$58,477,764,071	A percentage of AUM, Performance Based
H.I.G. CAPITAL, LLCMiami, FL	1020	162	$57,351,804,696	A percentage of AUM, Performance Based
I SQUARED CAPITAL ADVISORS (US) LLCMiami, FL	207	64	$47,872,431,820	A percentage of AUM, Performance Based
POLEN CAPITAL MANAGEMENT, LLCBoca Raton, FL	173	3397	$43,238,955,480	A percentage of AUM, Performance Based
III CAPITAL MANAGEMENTBoca Raton, FL	8	30	$39,514,428,923	A percentage of AUM, Performance Based
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLCBoca Raton, FL	254	50	$39,057,739,523	A percentage of AUM, Performance Based
BAYVIEW ASSET MANAGEMENT, LLCCoral Gables, FL	373	51	$38,629,858,981	A percentage of AUM, Performance Based, Other (VARIABLE TRANSACTION, DILIGENCE, ORIGINATION, AND CLOSING FEES)

Firm Name

CITADEL ADVISORS LLCMiami, FL

No. of Advisors2932

AUM$397,045,307,119

No. of Clients26

Fee StructureA percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)

Firm Name

GQG PARTNERSFort Lauderdale, FL

No. of Advisors189

AUM$120,567,542,959

No. of Clients727

Fee StructureA percentage of AUM, Performance Based

Firm Name

CORIENTMiami, FL

No. of Advisors845

AUM$118,191,936,095

No. of Clients97020

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (% OF ASSETS UNDER ADVISEMENT)

Firm Name

ELLIOTT INVESTMENT MANAGEMENT L.P.West Palm Beach, FL

No. of Advisors578

AUM$97,371,716,804

No. of Clients38

Fee StructureA percentage of AUM, Other (PERFORMANCE-BASED ALLOCATIONS)

Firm Name

DOUBLELINE CAPITAL LPTampa, FL

No. of Advisors264

AUM$92,968,371,160

No. of Clients146

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

SANDERS CAPITAL, LLCWest Palm Beach, FL

No. of Advisors25

AUM$82,252,391,000

No. of Clients102

Fee StructureA percentage of AUM, Performance Based

Firm Name

LIGHTHOUSE INVESTMENT PARTNERS, LLCPalm Beach Gardens, FL

No. of Advisors413

AUM$74,147,147,934

No. of Clients137

Fee StructureA percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)

Firm Name

STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.Miami Beach, FL

No. of Advisors506

AUM$68,062,428,598

No. of Clients189

Fee StructurePerformance Based, Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS)

Firm Name

EAGLE ASSET MANAGEMENT INCSt. Petersburg, FL

No. of Advisors73

AUM$58,477,764,071

No. of Clients66691

Fee StructureA percentage of AUM, Performance Based

Firm Name

H.I.G. CAPITAL, LLCMiami, FL

No. of Advisors1020

AUM$57,351,804,696

No. of Clients162

Fee StructureA percentage of AUM, Performance Based

Firm Name

I SQUARED CAPITAL ADVISORS (US) LLCMiami, FL

No. of Advisors207

AUM$47,872,431,820

No. of Clients64

Fee StructureA percentage of AUM, Performance Based

Firm Name

POLEN CAPITAL MANAGEMENT, LLCBoca Raton, FL

No. of Advisors173

AUM$43,238,955,480

No. of Clients3397

Fee StructureA percentage of AUM, Performance Based

Firm Name

III CAPITAL MANAGEMENTBoca Raton, FL

No. of Advisors8

AUM$39,514,428,923

No. of Clients30

Fee StructureA percentage of AUM, Performance Based

Firm Name

DIGITALBRIDGE INVESTMENT MANAGEMENT, LLCBoca Raton, FL

No. of Advisors254

AUM$39,057,739,523

No. of Clients50

Fee StructureA percentage of AUM, Performance Based

Firm Name

BAYVIEW ASSET MANAGEMENT, LLCCoral Gables, FL

No. of Advisors373

AUM$38,629,858,981

No. of Clients51

Fee StructureA percentage of AUM, Performance Based, Other (VARIABLE TRANSACTION, DILIGENCE, ORIGINATION, AND CLOSING FEES)

Frequently Asked Questions

What does a financial advisor do?

Is it worth paying for a financial advisor?

What is the difference between a financial planner and a financial advisor?

When should I hire a financial advisor?

How do I choose the right financial advisor?