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Best financial advisors in Appleton, ID

Registered advisers within 25 miles of Appleton, ID.

Offices
40
Firms
21
Combined AUM
$4.04T
Firm-wide filings, not assets booked only here
Clients
940K
939,618 clients when Item 5C has a number
Avg / client
$4.30M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PRINCIPAL SECURITIES, INC.
EDWARD JONES
OSAIC WEALTH, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OSAIC INSTITUTIONS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
INDEPENDENT FINANCIAL PARTNERS
CETERA INVESTMENT ADVISERS LLC
ALLSTATE FINANCIAL ADVISORS, LLC

Investors

PATRICK MARTIN BUCHANAN
Sergio Mendoza
Nancy Chapin
COLLIN DAVID SHARP
RUSSELL ELTON GEORGE
TYLER JAMES LAYNE
Ryan K Lee
Jeffrey Rencher
Ashley K Tripp
Trevor Shane Tarter
Brett Hansen Buckley
KADE CECIL WEST
William Lyman Stevens
Matthew Thomas Gealta
Robert Alan Lee
Cole M Hunt
THOMAS BOLEY HUNT
Sarah Lynn Kain
JACOB JESSE PACKER
CHIOSA-ABUOFU KENNEDY ESUME
JOSHUA DAVID FUNK
JOHN PETER BRINGHURST
Todd Michael Loveless
Melanie Lynn Andrus
RYAN ROSS LOVELESS
LAURA JEAN NELSON
Lynn Rulon Hansen
JOSHUA DAVID ROSE
JENNIFER Michelle COLVIN
Anna Carpenter

Within 25 miles of Appleton, ID, Best Investors lists 21 registered investment advisory firms with 40 offices nearby, managing about $4.04T in combined regulatory AUM across 939,618 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 Appleton

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B 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 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM