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Best financial advisors in Juliaetta, ID

Registered advisers within 25 miles of Juliaetta, ID.

Offices
35
Firms
16
Combined AUM
$5.48T
Firm-wide filings, not assets booked only here
Clients
769K
768,639 clients when Item 5C has a number
Avg / client
$7.12M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
D.A. DAVIDSON & CO.
OSAIC ADVISORY SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
ELITE FINANCIAL, INC.
MORGAN STANLEY
U.S. BANCORP ADVISORS, LLC

Investors

MELODY ANN SANDAHL
BRETT MICHAEL SKORSTAD
Stephanie Ann Johnson
TABETHA LEANNE SPEDDEN
BRYAN KARL RAYMOND
Drew Bradley-Dean Melton
JOHN MATHEW WEIBLER
MATTHEW T WEIBLER
BRADLEY ROBERTS RICE
JEREMY SHANE NESSET
DUSTIN ROBERT ZAGER
TRACY RENAE KELLER
Riley Kathleen Powe
ROBERT JOHN CLIFFORD
DANIEL C MATOSKE
RICHARD GERALD CLIFFORD
Brian Clark Johnson
JERRY JOE VAN AUSDLE
SAMUEL JAMES CANNER
SCOTT DOUGLAS BALDWIN
JOSEPH GEOFREY TRAVIS
Wyatt Daniels Baldwin
Larry Joseph Kopczynski
Dean Eric Roy
RYAN LEE SKINNER
Kaitlyn Andrea Pimienta
Jeremy Druffel
Scott William Arnone
Trevor Eugene Arnone
Brady Scott Arnone
ERIC RYAN JUSTIS
RANDY OLIVER NORRIS
Davene Jannell Cognard
Christian Erick Leer
Corah R Cassell

Within 25 miles of Juliaetta, ID, Best Investors lists 16 registered investment advisory firms with 35 offices nearby, managing about $5.48T in combined regulatory AUM across 768,639 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 Juliaetta

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM