City
Wealth management firms in Pensacola, Florida
As of October 2, 2026, 17 wealth management firms, including broker-dealer firms, with their main office in Pensacola, Florida reported $1.4 billion in regulatory assets under management; the largest by assets was Saltmarsh Financial Advisors, LLC, with $356.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 17
- Regulatory assets under management
- $1.4 billion
- Average per firm
- $83.8 million
- SEC-registered, of those listed
- 5 of 17 (29.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Saltmarsh Financial Advisors, LLC | SEC | $356.5 million | 527 |
| 2 | Swan Capital | SEC | $351.4 million | 2,344 |
| 3 | Kingsman Wealth Management Inc. | SEC | $235.0 million | 219 |
| 4 | Armada Advisors | SEC | $190.3 million | 692 |
| 5 | Safe Harbor Fiduciary, LLC | SEC | $129.9 million | 586 |
| 6 | Koi Portfolio Management, LLC | State | $63.2 million | 81 |
| 7 | The Retirement Planners, USA, LLC | State | $60.3 million | 401 |
| 8 | Dna Wealth Management LLC | State | $21.9 million | 100 |
| 9 | Arbordale Wealth Management, LLC | State | $5.7 million | 49 |
| 10 | Financial Journey LLC | State | $4.5 million | 23 |
| 11 | Southeastern Financial Planning, LLC | State | $4.0 million | 4 |
| 12 | VM. Group | State | $1.7 million | 4 |
| 13 | Kitchensink Financial Planning, LLC | State | $1,029 | 1 |
| 14 | Guernsey Financial, LLC | State | $0 | 0 |
| 15 | Hale Wealth Management, LLC | State | $0 | 0 |
| 16 | Paraclete Life Planning L.L.C. | State | $0 | 0 |
| 17 | Vitesse One Wealth LLC | State | $0 | 0 |
Wealth management firms in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.