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Best financial advisors in Apple Valley, ID

Registered advisers within 25 miles of Apple Valley, ID.

Offices
49
Firms
21
Combined AUM
$5.40T
Firm-wide filings, not assets booked only here
Clients
452K
452,431 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

ADVISORY ALPHA, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CONTINENTAL INVESTORS SERVICES, INC.
FIRM FOUNDATION WEALTH MANAGEMENT, LLC
KATZ CAPITAL ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
U.S. BANCORP ADVISORS, LLC

Investors

ELIZABETH KATHLEEN SKOGLUND
Sarah Joy Emery
Jill Dawn Hitchcock
DALTON JAMES
BRANDEE LYNN SCHUELKE
BRAYDEN JAYCE DUNNING
KYLE LYNN DUNNING
CHRISTOPHER JAMES SELVAR
DANIEL MARTIN WELLS
MATTHEW DONALD BRASSFIELD
SLATER GABRIEL HEIM
DANIEL ALAN LEWIS
Ann Marie Smith
Amy Kristine Jamison
Jon Thomas Clark
Andrew Thomas Katzenberger
Robert Lee Van Idour
Ashton M Greif
Aaron Charles Larson
Maria D Rivera
RANDY NICHOLAS HIXSON
MELISSA ANN LOGAN
Rosa Icela Ceballos
Richard Wayne Babineaux
GARRETT ANDREW MIYAUCHI
Michael Don Hanson
Eduardo Diaz Ponciano
Hunter Nolte
GREGORY CHARLES GISSEL
Allison Jean Hoashi Temple

Within 25 miles of Apple Valley, ID, Best Investors lists 21 registered investment advisory firms with 49 offices nearby, managing about $5.40T in combined regulatory AUM across 452,431 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 Apple Valley

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM