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Best financial advisors in Greenleaf, ID

Registered advisers within 25 miles of Greenleaf, ID.

Offices
187
Firms
85
Combined AUM
$9.12T
Firm-wide filings, not assets booked only here
Clients
1.54M
1,539,507 clients when Item 5C has a number
Avg / client
$5.92M
Combined AUM ÷ clients

Nearby offices

Firms

ADVISORY ALPHA, LLC
KATZ CAPITAL ADVISORS
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CONTINENTAL INVESTORS SERVICES, INC.
FIRM FOUNDATION WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
PROFITS PLUS CAPITAL MANAGEMENT, LLC

Investors

ELIZABETH KATHLEEN SKOGLUND
Andrew Thomas Katzenberger
Sarah Joy Emery
Jill Dawn Hitchcock
CHRISTOPHER JAMES SELVAR
Ann Marie Smith
DANIEL MARTIN WELLS
MATTHEW DONALD BRASSFIELD
SLATER GABRIEL HEIM
Amy Kristine Jamison
DALTON JAMES
BRANDEE LYNN SCHUELKE
BRAYDEN JAYCE DUNNING
KYLE LYNN DUNNING
DANIEL ALAN LEWIS
Jon Thomas Clark
GARRETT ANDREW MIYAUCHI
Michael Don Hanson
Eduardo Diaz Ponciano
Hunter Nolte
Richard Wayne Babineaux
MATTHEW SCOTT HOLLOWAY
Aaron Thomas Hofer
KENNETH MARTIN WELLS
Gregg Nathaniel Stanley
Bryan Dike
Rodney Allen Emery
Orlando Herrera
Matthew Todd Wade

Within 25 miles of Greenleaf, ID, Best Investors lists 85 registered investment advisory firms with 187 offices nearby, managing about $9.12T in combined regulatory AUM across 1,539,507 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 Greenleaf

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM