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Best financial advisors in Boise, ID

Registered advisers within 25 miles of Boise, ID.

Offices
394
Firms
187
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,820,561 clients when Item 5C has a number
Avg / client
$5.05M
Combined AUM ÷ clients

Nearby offices

Firms

FIDUCIARY FINANCIAL GROUP, LLC
EDWARD JONES
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
FIGURE 8 INVESTMENT STRATEGIES LLC
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RBC CAPITAL MARKETS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
VALIC FINANCIAL ADVISORS, INC.
MERCER GLOBAL ADVISORS INC.
MARINER
ACCORD CAPITAL MANAGEMENT, LTD.
EP WEALTH ADVISORS
ARCADIA INVESTMENT ADVISORS, LLC
TELEO CAPITAL MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

GAVIN ALDECOA GAMBOA
Carson Inglin
Paul Frederick Shubin
EMILY MONCARR
Rachel Shubin
Anthony Michael Higgins
JAY CHARLES BRADLEY
Travis John Stright
Marisa Kate Shalz
LISA MICHELE COOPER
MATTHEW GLENN HOLLANDS
Isaiah Lutz
Tyler John David
JOSHUA JON HARMON
JOHN LEWIS HEPWORTH
RANDALL LEE SMITH
DAVID MARTIN VALCICH
NICOLE ANN CANTRILL
STEVEN E BRYANT
Richard H Freer
JASON GARTH WILDE
Heather Hitch
Nicholas Heidemann
Deborah Elizabeth Hardy
BYRON LEE ELLIS
Joan DuQuette
SAMANTHA SUE PITTS
Stephen P. Sackman
Zacharie Scott Bethel
ALEXIS JILL HOWARD
RICHARD PATRICK HAMMOND
CHRISTINE ROBERTSON
DANIEL EDWARD TIMBERLAKE
TAYLOR NICHOLAS HAMMOND
MICHELE RENEE CISARIO
JOSH JESS MILES
Alexandra Mccormack
DEBRA KAY RIEDEL
TODD RAYMOND LOVELL
PETER MITCHELL JURASZ
CASEY JANETTE MINER
TERNEL NORBERT MARTINEZ
JENNIFER JEAN BRAUN-BLANCO
HARRY JOHN RUTTER
MATTHEW DOUGLAS WEINERT
ERIN CHRISTINE GREEN
BRIDGETTE C ZIOLKOWSKI
JAMES GUY FERGUSON
HOLLY R. SALAZAR
NICOLE COTT ROSS
ROEL JAO AGUINALDO
ALICIA CARINALLI
CHELSIE STILSON
Matthew Wideman
MARK WILLIAM GEORGE
Nhung Ngoc Hong Dang
DANIEL DOUGLAS POTTER
Ryan Lawrence Malone
BRUCE RICHARD MOHR
STEPHEN MICHAEL KOVACH
HOWARD RALPH TEUTSCH
Jose L Rojas
Justin K Ruttke
Bowen Ogata
Aida M Carr
Kathryn Kusler
Luke James Allen
TED JOSEPH FICHTER
Jason CHARLES Celentano
CHERYL ANN NELSON
AMY G JONES
KURT J WILLIAMS
Sharif Aliyev
Nathan John Peterson
JAMES ARTHUR STEELE
Uwe Ruttke
LAURIE A MCMACKIN
Lorraine Harper
Douglas Bradley Johnson
Kerry M Peltier
Justin Ryan Mebus
Lance Ervin Boettcher
BEN PAPE
KATHRYN KIRK CHARLES

Within 25 miles of Boise, ID, Best Investors lists 187 registered investment advisory firms with 394 offices nearby, managing about $14.2T in combined regulatory AUM across 2,820,561 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 Boise

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM