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Best financial advisors in Athol, ID

Registered advisers within 25 miles of Athol, ID.

Offices
86
Firms
46
Combined AUM
$9.17T
Firm-wide filings, not assets booked only here
Clients
1.42M
1,422,519 clients when Item 5C has a number
Avg / client
$6.44M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CENTAURUS FINANCIAL, INC.
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.
ELEGACY FINANCIAL, LLC
ALPHASTAR CAPITAL MANAGEMENT
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC

Investors

NATHAN DOYLE WALLACE
Stephen Michael Coulston
CRAIG ROBERT LANG
NANNETTE MARIE FOSTER
Edward Joseph O'Hara
JEROME JOSEPH HUNSANGER
LAWRENCE LEE
JOHN GLENN ADAMS
Evan Harris
DAVID WILLIAM ANDERSEN
Steve Skytte
SCOTT J FINNEGAN
Cortino Rito Garcia
JODY RAY NUNEZ
James Edward Turk
BRENNAN KELSIE MAYFIELD
MARK EDWARD PATTON
GEARY MARTIN JERDE
Derrick Span
ARLEIGH H LARSON
ELDON ARLEIGH LARSON
SHAYNE DEAN KUEBLER
JEFFERY JOHN CRANDALL
Jarrod W Arnold
Brett Robbins
Noah E Mayfield
Jordan David Goos
Nicholas Daniel Albertini
MICHAEL TODD THAYER
BRIAN DAVID BABB
LYNN MARIE WIDMANN
Dane Adam Lowry
Kiera Lafountain
James Richard Jackson
PATRICK SHAWN SEMBAR
BRIAN ROBERT GOETZ
Marty Lee Willis
Maria Teresa de Benavides Parra
ERIC FRANK SUAREZ

Within 25 miles of Athol, ID, Best Investors lists 46 registered investment advisory firms with 86 offices nearby, managing about $9.17T in combined regulatory AUM across 1,422,519 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 Athol

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM