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Best financial advisors in Eagle Rock, ID

Registered advisers within 25 miles of Eagle Rock, ID.

Offices
62
Firms
36
Combined AUM
$5.15T
Firm-wide filings, not assets booked only here
Clients
950K
950,193 clients when Item 5C has a number
Avg / client
$5.42M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
SENTINEL WEALTH STRATEGIES
STRAIGHT LINE INVESTMENT GROUP, LLC
VITALITY WEALTH
ARKADIOS WEALTH ADVISORS
COOPER NORMAN WEALTH, LLC
OSAIC WEALTH, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
KEY INVESTMENT SERVICES LLC
SEQUENT PLANNING, LLC
TETON CREST WEALTH PLANNING
INTERMOUNTAIN WEALTH MANAGEMENT, INC.

Investors

HUMBERTO RAFAEL PEREZ
Samuel Hobbs Bird
MATT E BALL
JAYME BOLT ORULLIAN
JEFFREY V JONES
PATRICK ARTHUR TRIMP
JACK DILLON TRIMP
Stockton C Johnson
Cutler Dee Gneiting
DIRK THOMPSON MURRAY
MELISSA DAVIS
James Randy Smith
Jessica Jo Smith
BRIAN RONALD NELSON
BLAYNE ALLEN ANDERSEN
JEREMIE BERRETT
DALLIN Robert MYERS
NATHAN WADE RYDALCH
Joseph Michael Maddux
Eric David Story
CHANI MARIE RONDA TRENCH
Daniel Kirk Jones
MAXIMINO BAUTISTA
KENNETH PAUL WINDER
BENJAMIN GEORGE FUHRIMAN
MARK STEVEN YOUNG
TAMARA VIRGINIA DOUGLASS
Jackson Wright Murray
BRYCE CRAIG ANDERSON

Within 25 miles of Eagle Rock, ID, Best Investors lists 36 registered investment advisory firms with 62 offices nearby, managing about $5.15T in combined regulatory AUM across 950,193 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 Eagle Rock

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM