Top financial advisors in Pensacola Beach, FL
We've curated a list of the best financial advisors in Pensacola Beach, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $131,075,893 Number of advisors 2 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Pensacola Beach, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Dick Rivera & Associates
Dick Rivera & Associates, founded in 1994, is a registered investment adviser specializing in portfolio management, financial planning, and consulting services. They offer discretionary and non-discretionary portfolio management services, with a minimum managed account size of $1,000,000. The firm charges an annualized fee based on a tiered structure, starting at 1.25% for the first $2,000,000 of assets under management. Fees are billed quarterly and deducted directly from client accounts. Clients have the option to receive financial planning services, which include comprehensive written reports addressing various financial aspects. Investment strategies include equity and fixed income securities, mutual funds, and more. Dick Rivera & Associates act as a fiduciary, providing services in the best interests of their clients. The firm's Chief Compliance Officer monitors trading activities, ensuring alignment with client objectives. The firm does not charge performance-based fees or provide side-by-side management services. Clients' funds and securities are held with a qualified custodian, and the firm does not take physical possession of any assets. The firm's investment strategies involve charting, fundamental, and technical security analysis methods to manage investment risks effectively. Clients are encouraged to notify the firm of any changes in their financial situation or investment objectives. For further details, clients can access additional information on the SEC's website or through FINRA's BrokerCheck system.
$131,075,893 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
12b-1
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Pensacola Beach, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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