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Best financial advisors in Grand View, ID

Registered advisers within 50 miles of Grand View, ID.

Offices
155
Firms
89
Combined AUM
$11.6T
Firm-wide filings, not assets booked only here
Clients
2.63M
2,633,931 clients when Item 5C has a number
Avg / client
$4.42M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERITAS ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WOOD TARVER FINANCIAL
PINEAPPLE FINANCIAL
CETERA INVESTMENT ADVISERS LLC
FOURTHROCK FINANCIAL CORPORATION
ARCHER INVESTMENT CORPORATION
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MML INVESTORS SERVICES, LLC

Investors

RANDY LEE VALLEY
ABBIE LEE JETT
Ryan M Valley
SIED YOUSEF NASRI
Andrew Mecham
Brion Prince Bethel
JOHN MICHAEL WALBORN
Shane Michael Zenner
Taylor Siara Hurley
Ashley Ann Bruning
Christopher Maurice Mayes
GEORGE PATRICK HENTGES
Leslie Joan Boson
Cody Walgamott
JUSTIN THOMAS SAMPLES
TIMOTHY JOSEPH DICKER
Kayla Lynn Sirkow
BURKE ALEXANDER LODGE
CHRIS MITCHELL CROSBY
Madison Lee Eggleston
ERIC MARSHALL TARVER
Jordan Boyd
Nathan D Tarver
Heath Van Wyk
Nickolas Meyers
ANDREW DAVID BYRON
Ramtin Habibollah Mofid
Michael Gunckel
PEGGY LYNN FARNWORTH
Steven Arthur Chaloupka
FRANK JORDAN ERSTAD

Within 50 miles of Grand View, ID, Best Investors lists 89 registered investment advisory firms with 155 offices nearby, managing about $11.6T in combined regulatory AUM across 2,633,931 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 Grand View

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM