Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | FSA INVESTMENT GROUP, LLC 212 South Alcaniz Street, Pensacola, FL, 32502 | $508,545,847 | 176 | 9 | A Percentage of AUM, Fixed Fees |
2 | SALTMARSH FINANCIAL ADVISORS, L.L.C. 900 N 12th Avenue, Pensacola, FL, 32501 | $247,414,000 | 520 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | ARMADA ADVISORS 610 North Spring Street, Pensacola, FL, 32501 | $133,669,489 | 879 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | SAFE HARBOR FIDUCIARY, LLC 700 South Palafox Street, Suite 300 Pensacola, FL, 32502 | $106,183,197 | 486 | 4 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 163641
Assets Under Management $508,545,847
No. Of Clients176
Clients Per Financial Advisor20
FSA INVESTMENT GROUP, LLC is a financial advisory firm situated in Pensacola, Florida. With a nearly $509M assets under management, the firm specializes in crafting personalized retirement planning solutions for 176 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 132248
Assets Under Management $247,414,000
No. Of Clients520
Clients Per Financial Advisor87
SALTMARSH FINANCIAL ADVISORS, L.L.C. is a financial advisory firm situated in Pensacola, Florida. With a nearly $247M assets under management, the firm specializes in crafting personalized retirement planning solutions for 520 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 150416
Assets Under Management $133,669,489
No. Of Clients879
Clients Per Financial Advisor440
ARMADA ADVISORS is a financial advisory firm situated in Pensacola, Florida. With a nearly $134M assets under management, the firm specializes in crafting personalized retirement planning solutions for 879 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 169659
Assets Under Management $106,183,197
No. Of Clients486
Clients Per Financial Advisor122
SAFE HARBOR FIDUCIARY, LLC is a financial advisory firm situated in Pensacola, Florida. With a nearly $106M assets under management, the firm specializes in crafting personalized retirement planning solutions for 486 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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