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Best financial advisors in Bates, ID

Registered advisers within 25 miles of Bates, ID.

Offices
11
Firms
10
Combined AUM
$701B
Firm-wide filings, not assets booked only here
Clients
5,303
5,303 clients when Item 5C has a number
Avg / client
$132M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
ENCORE 401K, LLC
ALUPKA ASSET MANAGEMENT
CANNELL CAPITAL LLC
ROCKHILL ADVISORS LLC
GERVAIS CAPITAL MANAGEMENT, LLC
ENCLOSURE ENERGY MANAGEMENT
FLAT FOOTED LLC
GALLATIN WEALTH MANAGEMENT LLC
HRTG GPE, LLC

Investors

LORI LYNN RHYNER
MATTHEW WILLIAM WARD
NICHOLAS CZERNICHEW BESOBRASOW
JUSTIN CHILES BOWERSOCK
DONALD GEORGE GERVAIS
LAURENT MARC ROUX

Within 25 miles of Bates, ID, Best Investors lists 10 registered investment advisory firms with 11 offices nearby, managing about $701B in combined regulatory AUM across 5,303 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 Bates

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

1 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 2 HRTG GPE, LLC $27.1B AUM 3 FLAT FOOTED LLC $2.06B AUM 4 CANNELL CAPITAL LLC $373M AUM 5 ROCKHILL ADVISORS LLC 1 advisers $174M AUM 6 GERVAIS CAPITAL MANAGEMENT, LLC 1 advisers $156M AUM 7 ALUPKA ASSET MANAGEMENT 1 advisers $77.2M AUM 8 GALLATIN WEALTH MANAGEMENT LLC 1 clients · 1 advisers $68.1M AUM