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Best financial advisors in Bellevue, ID

Registered advisers within 25 miles of Bellevue, ID.

Offices
26
Firms
22
Combined AUM
$4.47T
Firm-wide filings, not assets booked only here
Clients
301K
301,406 clients when Item 5C has a number
Avg / client
$14.8M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PACIFIC PEAK ADVISORS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
U.S. BANCORP ADVISORS, LLC
PINYON PINE CAPITAL LLC
PIOS CAPITAL, LLC
PGP ADVISORS, LLC
MERCER GLOBAL ADVISORS INC.
UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
AMERICAN CAPITAL ADVISORY, LLC
TUGBOAT VENTURES
HAZLETT WEALTH MANAGEMENT LLC
COMMONWEALTH FINANCIAL NETWORK
RBC CAPITAL MARKETS, LLC
NORTHSIDE CAPITAL MANAGEMENT LLC
ROBERTSON STEPHENS
RAYMOND JAMES & ASSOCIATES, INC.

Investors

Shelley L. Seibel
Rob Roark Driemeyer
Sean Michael Kovich
Robin Jean Robertson
Jacob Thomas Watson
SHERI LEE JOHNNIE
LORI LANDAU NURGE
Christopher P Williams
Mark Bucknall
MICHAEL LANDAU
Neil Lloyd Siegel
JASON ROBERT WILLIAMS
Brandon Scott Davis
DOUGLAS DAVID FABIAN
KATHERINE ANNE FINCHER
JAMES RAYMOND EVERITT
MARK LAWRENCE ESHMAN
KRISTIN WINFIELD HOVENCAMP
NOAH LEVINE
ALEXANDER CHRISTIAN BOSWELL
SCOTT MICHAEL DALI
Jenni Lee Riley
DAVID MICHAEL LOGSDON
RENEE SUE FALTINGS
Aurelie Bayer-Boloix
MAUNSEL MCDONALD HICKEY
IAN WALT JAMESON
MATTHEW ROSS MCNEAL
SUZANNE MARIE HAZLETT
RICHARD LEE SCHWARTZBARD
ERIN HARMON
Joan DuQuette
JEFFREY DAVIS CURRIE
HAROLD TODD HARMON
DIANE BANTA
JULIE NILES STEINMAN
JOHN L GILLIGAN
ERIK RICHARDS BOE
Eric Kiel
JOHN GEORGE MURRAY
SUZANNE WATSON JENNER
GREGORY ALAN FAIRFIELD

Within 25 miles of Bellevue, ID, Best Investors lists 22 registered investment advisory firms with 26 offices nearby, managing about $4.47T in combined regulatory AUM across 301,406 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 Bellevue

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM