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Best financial advisors in Lewiston, ID

Registered advisers within 25 miles of Lewiston, ID.

Offices
29
Firms
15
Combined AUM
$5.78T
Firm-wide filings, not assets booked only here
Clients
753K
753,378 clients when Item 5C has a number
Avg / client
$7.68M
Combined AUM ÷ clients

Nearby offices

Firms

MORGAN STANLEY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EMPOWER ADVISORY GROUP, LLC

Investors

ERIC RYAN JUSTIS
RANDY OLIVER NORRIS
SAMUEL JAMES CANNER
SCOTT DOUGLAS BALDWIN
JOSEPH GEOFREY TRAVIS
Wyatt Daniels Baldwin
Davene Jannell Cognard
Jeremy Druffel
Scott William Arnone
Trevor Eugene Arnone
Brady Scott Arnone
JESSICA ELISABETH BECK
KRISTINA M PAZ
DAVID LEE CRAWFORD
Bradley Oren Melton
Guyla Walker

Within 25 miles of Lewiston, ID, Best Investors lists 15 registered investment advisory firms with 29 offices nearby, managing about $5.78T in combined regulatory AUM across 753,378 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 Lewiston

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 EMPOWER ADVISORY GROUP, LLC 24 clients · 2,036 advisers $195B AUM