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Best financial advisors in Coeur D Alene, ID

Registered advisers within 25 miles of Coeur D Alene, ID.

Offices
96
Firms
50
Combined AUM
$9.88T
Firm-wide filings, not assets booked only here
Clients
1.50M
1,498,320 clients when Item 5C has a number
Avg / client
$6.60M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC ADVISORY SERVICES, LLC
STRATOS WEALTH PARTNERS, LTD
EDWARD JONES
ESQWEALTH
OSAIC WEALTH, INC.
MORGAN STANLEY
EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
ARCHER WEALTH ADVISORS
PFS INVESTMENTS INC.
AE WEALTH MANAGEMENT, LLC
CREATIVEONE WEALTH, LLC
LPL FINANCIAL LLC
FIVE PINE WEALTH
THRIVENT INVESTMENT MANAGEMENT INC.
PERMANENT VENTURES GP LLC
J.P. MORGAN SECURITIES LLC

Investors

LEE ALLEN SCHARENBERG
BRYAN KIRBY ROSS
James W Elkins
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
CHRISTINE MICHELLE SCHADER
WILLIAM GRANT NIXON
JOHN ROBERT SCHANNEP
SKYLER RODERICK KRESSIN
Jackson Scott Yenor
ANNA ELIZABETH KAISER
KATHLEEN MARIE BROWN
JONATHAN DAVID ALTMEYER
Zachary Allen Brickner
BRITTANY DANIELLE SLATER-GAUTREAU
Jasson K. Lamb
Joseph Martin Kelly
JESSIE LIN BOSWELL
Tyler Paul Simon
MICHAEL LYNN BAYLEY
Chelsea Amann
Jeremy Daniel Morris
Benjamin Edward Holzhauser
Hunter William Schertz
DWIGHT A HOECK
Maria Teresa de Benavides Parra
ERIC FRANK SUAREZ

Within 25 miles of Coeur D Alene, ID, Best Investors lists 50 registered investment advisory firms with 96 offices nearby, managing about $9.88T in combined regulatory AUM across 1,498,320 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 Coeur D Alene

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM