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Best financial advisors in Harvard, ID

Registered advisers within 25 miles of Harvard, ID.

Offices
10
Firms
7
Combined AUM
$1.91T
Firm-wide filings, not assets booked only here
Clients
324K
323,501 clients when Item 5C has a number
Avg / client
$5.92M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
COMPOUND PLANNING, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
HRC WEALTH MANAGEMENT, LLC
D.A. DAVIDSON & CO.

Investors

Vanessa Michele Olsen
Jared Walsh
Heidi Sue Krueger
Kadie Reichardt
Carolyn Suzanne Hicklin
KAITLIN CHRISTINE JONES
Jeffrey Scott Bollinger
Beau Alfred-Oren Melton
John David Mlazgar
Connor Devin Devries
ANDREW GARRET NICHOLAS
Shawn Greenfield
DANNY DEAN SMITH
Broadus Richard Littlejohn
ERIC JOSEPH KIBLEN
JERALD BRADLEY LEWIS
NATHAN SCOTT STRONG
CADE LEIGH KONEN
MARK ALAN WATSON
MaKayla Marie Baldus
CHRISTOPHER AARON WALKER
Kirsten Marie Helbling
RUSTY SCHATZ
STEPHEN WAYNE WESNER

Within 25 miles of Harvard, ID, Best Investors lists 7 registered investment advisory firms with 10 offices nearby, managing about $1.91T in combined regulatory AUM across 323,501 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 Harvard

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 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 4 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 COMPOUND PLANNING, INC. 79 advisers $4.85B AUM 7 HRC WEALTH MANAGEMENT, LLC 7 advisers $487M AUM