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Best financial advisors in Heise, ID

Registered advisers within 25 miles of Heise, ID.

Offices
36
Firms
26
Combined AUM
$4.73T
Firm-wide filings, not assets booked only here
Clients
945K
944,918 clients when Item 5C has a number
Avg / client
$5.00M
Combined AUM ÷ clients

Nearby offices

Firms

ROCKHILL ADVISORS LLC
PREFERRED RETIREMENT OPTIONS, INC
EDWARD JONES
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
3 PEAKS FINANCIAL
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ONYX FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SPINNAKER FINANCIAL ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CG ADVISORY SERVICES
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
SNAKE RIVER INVESTMENT COUNSEL LLC

Investors

JUSTIN CHILES BOWERSOCK
JAMES THOMAS HANCOCK
James Alvin Stenbeck
James Robert Stenbeck
Thomas Justin Tawzer
JENNIFER LYNNE LANDON
JORDAN CAL ANDERSON
Rachel Brook Ludlow
Makenna Rasmussen
Paul Bae McHugh
ROBERT BRYAN ROMANDER
EMMALEE HAMMON ROBINSON
Connor Warren Dye
Shane Jay Hill
JENNIFER LYNN RUHTER
PORTER BRYCE BRONSON
Samuel Hobbs Bird
BRYANT CAMERON HAFEN
Canon Nieffenegger
TERRY LEE ROE
LYNDSAY GOODY
CODY GRANT DANIELS
JONATHAN ISAAC PETERSEN
Benson Packer
AARON BLAIR SAUTTER
Orrin D Cellan
ADAM C SERR
CORY ALAN DUNN
BRIAN JESSE SINGLETON
SHAYLA Lynn KELLEY
Braden Blaine Perrenoud
JANET EILEEN WILLIAMS
WILLIAM DANIEL BOWMAN
Kevin Campbell Oliver King
DOUGLAS LAWRENCE MURPHY
SAYEED HASNAT
MICHAEL DAVID KENDALL
ALAN SCOTT CAMPBELL
Carolyn Werner Perez
JASON GARLAND SUSEE
JOHN CARTWRIGHT NOLAN
DANIEL GEORGE MCPHERSON
Charles C Daugherty
RICHARD NELSON STEWART
DAVID N SCHOFIELD
MATTHEW NICHOLAUS PORTER
Aaron Thomas Freeman
CHRISTIAN JARED MOON
Matthew W Rice
Jillian B Bates

Within 25 miles of Heise, ID, Best Investors lists 26 registered investment advisory firms with 36 offices nearby, managing about $4.73T in combined regulatory AUM across 944,918 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 Heise

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM