Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Pelican Wealth Advisors, LLC financial advisors in Bonita Springs, FL

Every SEC-registered investment adviser representative at a Pelican Wealth Advisors, LLC office in Bonita Springs, A to Z.

The short answer

3 registered advisors work at Pelican Wealth Advisors, LLC in Bonita Springs, out of 3 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Pelican Wealth Advisors, LLC advisors in Bonita Springs, A to Z

Every Pelican Wealth Advisors, LLC advisor →

Pelican Wealth Advisors, LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Bonita Springs

All Bonita Springs advisors →

Portfolio Medics, LLC 34Wells Fargo Advisors Financial Network, LLC 10LPL Financial LLC 7MML Investors Services, LLC 6Naples Wealth Planning 6Osaic Wealth, Inc. 6Raymond James Financial Services Advisors, Inc. 6Nova Wealth Management, Inc. 5Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Wells Fargo Clearing Services, LLC 4Rinaldi Wealth Management, Inc. 3Venture Visionary Partners LLC 3

Questions

How many financial advisors does Pelican Wealth Advisors, LLC have in Bonita Springs?

3 investment adviser representatives are registered at Pelican Wealth Advisors, LLC offices in Bonita Springs, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Pelican Wealth Advisors, LLC one of the largest advisor employers in Bonita Springs?

Pelican Wealth Advisors, LLC ranks number 11 in Bonita Springs by registered advisors; Portfolio Medics, LLC has the most, with 34.

How do I check a Pelican Wealth Advisors, LLC advisor in Bonita Springs?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Pelican Wealth Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.