Best Investors Account Sign in

Best financial advisors in Bern, ID

Registered advisers within 50 miles of Bern, ID.

Offices
38
Firms
25
Combined AUM
$3.65T
Firm-wide filings, not assets booked only here
Clients
393K
392,789 clients when Item 5C has a number
Avg / client
$9.29M
Combined AUM ÷ clients

Nearby offices

Firms

HORNOR, TOWNSEND & KENT, LLC
INDEPENDENT FINANCIAL PARTNERS
EDWARD JONES
HALE FINANCIAL SOLUTIONS, LLC
SEEKER FINANCIAL LLC
ON INVESTMENT MANAGEMENT CO
STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
ALLRED JACKSON FINANCIAL PLANNING, LLC
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
ANDINA ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
EP WEALTH ADVISORS

Investors

CHAD EUGENE COLE
Michael Lorin Ross
Kyle Terry
TIMOTHY C HALE
JOSHUA JAMES WILLIAMS
DAVID VINTON LUDWINSKI
RIGOBERTO CHAPARRO
Ted Hyde Karren
STERLING GRANT WIDMER
DENNIS WELLS JACKSON
DENNIS SCOTT JACKSON
Tyler J Davis
ALEC JAMES NIELSEN
BRIAN ANDERSON NELSON
TYSON KIM LUTHI
Quinn Kay Longhurst
Dan Eugene Jessop
John Stephen Pennington
Austin Michael Scott
ERIC STEPHAN BARLOW
RYAN MATHEW BOHM
TANNER TESSMER DANCE
ROGER ZEBULUN LOWE
Alex Phillip Graham
JAMES BRETT BELLISTON
Tyler Marc Thompson
Ginger DeHart Harris
Caleb Franklin Buhr
Adam Don Andersen
Clayton Cole McMurdie
Kai Paul Schwartz
PAUL CHARLES SCHWARTZ
Austin Brant Beard
David N Zook
Jeffrey Roy Olsen

Within 50 miles of Bern, ID, Best Investors lists 25 registered investment advisory firms with 38 offices nearby, managing about $3.65T in combined regulatory AUM across 392,789 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 Bern

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 7 EP WEALTH ADVISORS 346 advisers $45.1B AUM 8 INDEPENDENT FINANCIAL PARTNERS 330 advisers $16.3B AUM