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Best financial advisors in Cambridge, ID

Registered advisers within 50 miles of Cambridge, ID.

Offices
5
Firms
4
Combined AUM
$2.09T
Firm-wide filings, not assets booked only here
Clients
271K
271,165 clients when Item 5C has a number
Avg / client
$7.71M
Combined AUM ÷ clients

Nearby offices

Firms

ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC

Investors

Michael Jared Montague
Jack William Richelieu
Audrey Busby
Michael Alan Vineyard
Tama Selekof Lamm
Andrea L Sutton
Keralee Sutton
GREGORY CHARLES GISSEL

Within 50 miles of Cambridge, ID, Best Investors lists 4 registered investment advisory firms with 5 offices nearby, managing about $2.09T in combined regulatory AUM across 271,165 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 Cambridge

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 ONEAMERICA SECURITIES, INC. 8,795 clients · 370 advisers $306M AUM