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Best financial advisors in Cataldo, ID

Registered advisers within 25 miles of Cataldo, ID.

Offices
67
Firms
37
Combined AUM
$8.48T
Firm-wide filings, not assets booked only here
Clients
1.28M
1,281,603 clients when Item 5C has a number
Avg / client
$6.62M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC ADVISORY SERVICES, LLC
ESQWEALTH
OSAIC WEALTH, INC.
MORGAN STANLEY
PFS INVESTMENTS INC.
AE WEALTH MANAGEMENT, LLC
ARCHER WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
CREATIVEONE WEALTH, LLC
EAGLE STRATEGIES LLC
FIVE PINE WEALTH
THRIVENT INVESTMENT MANAGEMENT INC.
FELLOWSHIP FINANCIAL PLANNING

Investors

Heidi Sue Krueger
BRYAN KIRBY ROSS
Jared Walsh
Vanessa Michele Olsen
James W Elkins
LEE ALLEN SCHARENBERG
AIMEE RAE TANNEBERGER
MICHAEL SHAWN TANNEBERGER
LESLEY CULLEN ATCHLEY
EMILY THIEN-GIAO MCCUSKER
DON B ICARDO
Tucker Lewis Forbush
TONYA MARIE SMITH
MICHELLE ANN BRANDEL
ASHLIE MARIE JOHNSON
Eric D Pemberton
GREGORY FRANCIS HANNAN
ROBERT JOSEPH YUDITSKY
PATRICIA MARIE LEACH
SCARLET NICHOLE KELSO
ANNA ELIZABETH KAISER
KATHLEEN MARIE BROWN
JONATHAN DAVID ALTMEYER
Zachary Allen Brickner
JOHN ROBERT SCHANNEP
SKYLER RODERICK KRESSIN
Jackson Scott Yenor
WILLIAM GRANT NIXON
BRITTANY DANIELLE SLATER-GAUTREAU
CHRISTINE MICHELLE SCHADER
Jeremy Daniel Morris
Benjamin Edward Holzhauser
Hunter William Schertz
DWIGHT A HOECK
ZACHARY DAVID CLARK LIPTON
MARSHALL KEVIN WILLIAMS
Jasson K. Lamb
Joseph Martin Kelly
JESSIE LIN BOSWELL

Within 25 miles of Cataldo, ID, Best Investors lists 37 registered investment advisory firms with 67 offices nearby, managing about $8.48T in combined regulatory AUM across 1,281,603 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 Cataldo

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM