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Best financial advisors in Lower Presto, ID

Registered advisers within 25 miles of Lower Presto, ID.

Offices
69
Firms
37
Combined AUM
$5.16T
Firm-wide filings, not assets booked only here
Clients
950K
950,193 clients when Item 5C has a number
Avg / client
$5.43M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
CG ADVISORY SERVICES
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC
EDWARD JONES
PRIVATE ADVISOR GROUP, LLC
OAK LANE ADVISORS
SPINNAKER FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ONYX FINANCIAL ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
PORTSIDE WEALTH GROUP, LLC
PREFERRED RETIREMENT OPTIONS, INC
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC

Investors

SCOTT ALLEN FREDRICKSON
ALAN WAYNE TORREY
DANIEL GEORGE MCPHERSON
Charles C Daugherty
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
SHAUNA L MISSELDINE
BRANDON TERRY PEEBLES
LARRY F STUCKI
CARLA REA GREENOUGH
Straton Facer
JACOB KENT WADDOUPS
JACOB ELI MURRAY
Parker Rhead Nielsen
James Christian Perry
JILL HOELSCHER PHILLIPS
MICHAEL DAVID CANAVAN
William Blaine Burton
CRAIG HARVEY TIBBITTS
Trevor Andrew Rice
GARY WAYNE LENON
TANNER KENNETH JOHNSON
Porter Clayton
Tyson McDonald
Nathan McKell Riggs
ALAN SCOTT CAMPBELL
BRYANT CAMERON HAFEN
Canon Nieffenegger
TERRY LEE ROE
LYNDSAY GOODY
CODY GRANT DANIELS
JONATHAN ISAAC PETERSEN
Benson Packer
AARON BLAIR SAUTTER
Orrin D Cellan
Carolyn Werner Perez
JASON GARLAND SUSEE
JOHN CARTWRIGHT NOLAN
Joseph Theodore Haan
Dillon A Lenon
JAMES THOMAS HANCOCK
JENNIFER LYNNE LANDON
JORDAN CAL ANDERSON
Rachel Brook Ludlow
Makenna Rasmussen
Paul Bae McHugh
ROBERT BRYAN ROMANDER
James Alvin Stenbeck
James Robert Stenbeck

Within 25 miles of Lower Presto, ID, Best Investors lists 37 registered investment advisory firms with 69 offices nearby, managing about $5.16T in combined regulatory AUM across 950,193 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 Lower Presto

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM