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Best financial advisors in Caldwell, ID

Registered advisers within 25 miles of Caldwell, ID.

Offices
336
Firms
146
Combined AUM
$12.0T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,672,894 clients when Item 5C has a number
Avg / client
$4.51M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
FIRM FOUNDATION WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CONTINENTAL INVESTORS SERVICES, INC.
ADVISORY ALPHA, LLC
KATZ CAPITAL ADVISORS
PROFITS PLUS CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC

Investors

Michael Don Hanson
Eduardo Diaz Ponciano
Hunter Nolte
GARRETT ANDREW MIYAUCHI
Jon Thomas Clark
DANIEL ALAN LEWIS
Amy Kristine Jamison
DALTON JAMES
BRANDEE LYNN SCHUELKE
BRAYDEN JAYCE DUNNING
KYLE LYNN DUNNING
DANIEL MARTIN WELLS
MATTHEW DONALD BRASSFIELD
SLATER GABRIEL HEIM
Ann Marie Smith
CHRISTOPHER JAMES SELVAR
Sarah Joy Emery
Jill Dawn Hitchcock
ELIZABETH KATHLEEN SKOGLUND
Andrew Thomas Katzenberger
Richard Wayne Babineaux
MATTHEW SCOTT HOLLOWAY
Aaron Thomas Hofer
KENNETH MARTIN WELLS
Gregg Nathaniel Stanley
Bryan Dike
Rodney Allen Emery
Andrew James Dodson
Melissa Ann Howard
JONATHAN CHARLES YOUNG
Drew Dean Dodson

Within 25 miles of Caldwell, ID, Best Investors lists 146 registered investment advisory firms with 336 offices nearby, managing about $12.0T in combined regulatory AUM across 2,672,894 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 Caldwell

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM