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Best financial advisors in Dixie, ID

Registered advisers within 50 miles of Dixie, ID.

Offices
4
Firms
3
Combined AUM
$856B
Firm-wide filings, not assets booked only here
Clients
210K
209,603 clients when Item 5C has a number
Avg / client
$4.08M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERIT FINANCIAL ADVISORS

Investors

DAVID RUPERT WIMER
ROCKY D HOWE
JOHN WILLIAM KENNEDY
ADAM CLARENCE UPTMOR
JAMES MARK ROCKWELL
ZACHARY DANIEL CAROTHERS
Rachel Gabrielle Knudson
SEAN PAUL STORCK

Within 50 miles of Dixie, ID, Best Investors lists 3 registered investment advisory firms with 4 offices nearby, managing about $856B in combined regulatory AUM across 209,603 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 Dixie

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 MERIT FINANCIAL ADVISORS 3 clients · 286 advisers $23.9B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM