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Fidelon
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Market Standing · 2026
The most transparent firms in Crestview-Fort Walton Beach-Destin.
20 scored firmsTop 3 recognizedfidelon.com/markets/crestview-fort-walton-beach-destin-fl
#1IA-only$2.1M89ARecognized · #1 Firm
2IA-only$8.1M88ARecognized · Top 3
3
Vake Capital
CRD 327729
IA-only$504K87.8B+Recognized · Top 3
4IA-only$2.5M86.8B+—
5IA-only$287K86.5B+—
6
Baugh Financial
CRD 323833
IA-only—86.4B+—
7IA-only$28.8M86.1B+—
8IA-only$347M85.6B+—
9
Davenport Pbh
CRD 319224
IA-only$9M84.6B+—
10IA-only$140M84.5B+—
11IA-only$2M83.7B+—
12IA-only$57.6M83.5B+—
13IA-only$11.7M82.2B+—
14
D3 Advisors
CRD 337401
IA-only—81.3B+—
15IA-only$69.7M80.7B+—
16
Stein Financial
CRD 319712
IA-only$18.1M80B+—
17IA-only$3.1M78.8B—
18IA-only$217M76.1B—
19IA-only$2.2B75.2B—
20
Outlander Vc
CRD 325268
IA-only$379M73.9B—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.