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Best financial advisors in COEUR D'ALENE, ID

Registered advisers within 25 miles of COEUR D'ALENE, ID.

Offices
54
Firms
38
Combined AUM
$9.21T
Firm-wide filings, not assets booked only here
Clients
1.57M
1,565,423 clients when Item 5C has a number
Avg / client
$5.88M
Combined AUM ÷ clients

Nearby offices

Firms

ADVISORS CAPITAL MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ARCHER WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
CREATIVEONE WEALTH, LLC
D.A. DAVIDSON & CO.
EDWARD JONES
EQUITABLE ADVISORS, LLC
ESQWEALTH
FELLOWSHIP FINANCIAL PLANNING
FINANCIAL & TAX ARCHITECTS, LLC
FIVE PINE WEALTH
GENERATIONAL LEGACIES WEALTH MANAGEMENT

Investors

Harmony Smith
JONATHAN DAVID ALTMEYER
Zachary Allen Brickner
JOHN ROBERT SCHANNEP
SKYLER RODERICK KRESSIN
Jackson Scott Yenor
WILLIAM GRANT NIXON
BRITTANY DANIELLE SLATER-GAUTREAU
Misty Dawn Stoddart
DARIN GREGORY HAYES
Jarad Michael Balch
BUDDY JOHN HONSHELL
RANDY CHRISTOPHER DOMIKIS
JOEL WILSON BOWLBY
NATOSHA LARAE DUBOISE
JENNIFER LYNN JOHNSON
Stephanie Anne Brunner
Nathaniel Mark Whalen
PAUL CHRISTMAN BARONE
BRADLEY EDWARD DUGDALE
DAVID LEON POLLOCK
KATHLEEN MARIE ABSEC
James W Elkins
Jasson K. Lamb
Joseph Martin Kelly
JESSIE LIN BOSWELL
Dane Adam Lowry
Kiera Lafountain
John Dray Sterling
Brian Patrick Walsh
Lauren Burton
Houghton Gifford
ZACHARY DAVID CLARK LIPTON
MARSHALL KEVIN WILLIAMS
MICHAEL BRIAN WOFSEY
Jeremy Daniel Morris
Benjamin Edward Holzhauser
Hunter William Schertz
MARIE ELISE PALMER-KAMPRATH
JOHN ROBERT PALMER-KAMPRATH

Within 25 miles of COEUR D'ALENE, ID, Best Investors lists 38 registered investment advisory firms with 54 offices nearby, managing about $9.21T in combined regulatory AUM across 1,565,423 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 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM