Best Financial Advisors in Pelican Lake, WI

Within 25 miles of Pelican Lake, WI, Best Investors lists 9 registered investment advisory firms with 10 offices nearby, managing about $3.10T in combined regulatory AUM across 623,670 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Pelican Lake

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 5 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 8 HECK CAPITAL ADVISORS, LLC 57 clients · 25 advisers $11.3B AUM

Best financial advisors in Pelican Lake, WI

Nearby offices

HECK CAPITAL ADVISORS, LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

COMMONWEALTH FINANCIAL NETWORK

EQUITABLE ADVISORS, LLC

SGL FINANCIAL, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

AMERIPRISE FINANCIAL SERVICES, LLC

Firms

Investors

Largest firms in Pelican Lake