Best Investors Account Sign in

Best financial advisors in Meridian, ID

Registered advisers within 25 miles of Meridian, ID.

Offices
387
Firms
165
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,691,677 clients when Item 5C has a number
Avg / client
$5.05M
Combined AUM ÷ clients

Nearby offices

Firms

PORTSIDE WEALTH GROUP, LLC
PFS INVESTMENTS INC.
EDWARD JONES
CAPITAL ELEVEN MANAGEMENT
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
LPL FINANCIAL LLC
MUSTARD SEED FINANCIAL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
EQUITABLE ADVISORS, LLC
SIDDHI CAPITAL, LLC
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
HARRIS WEALTH MANAGEMENT, LLC

Investors

Scott Davis
TIMOTHY HARE
KIMBERLY LYN MONROE
MICHAEL W MONROE
HANNAH MUNYAN EVANS
MICAH AARON WOOD
JAMES DEAN COONS
KATHY JEAN CLEMENTS
Rebecca Joann Magaw
JANET LOUISE GIBSON
MICHAEL DAVID HERING
ANTONIUS CHRISTOPHER BASTIAANS
SHERI HUMPHREY-APODACA
Calvin Raymond Barrett
KEVIN BRENT RIGENHAGEN
ROBERT WAYNE SCHELLING
Endika Iturburu
JOSEPH DENNIS SCHNEIDER
Paul Natale Orlando
GAVIN ARTHUR LICHT
Andrew C Hale
DANIEL Robert WILGENBUSCH
CHRISTOPHER GARY RAVLIN
Derek Gordon Busby
Bryce Matthew Valles
Dylan Robert Burks
BRIAN DENNIS BURKS
MATTHEW H KOEHLER
HYLEE BERNELL HANSEN
Luke Wallace George
Jeremy James Runner
Zachary John McWaters
Allen David Gamel
Amy Flohr
Nicholas Marks
RYAN FREDERICK BAKER
Jesse Lane Woods
Tyler Mccuen
Elizabeth Micheletty
John Joseph Anderson
MICHAEL EDWARD MAYER
RACHAEL MARIE WILKINS
PHILIP WARREN ELLIOTT
BRITTANY M DANIEL
Jacob Anthony Fischer
Elizabeth K Williams
KENT LEE OWINGS
ROBERT MICHAEL SHAPPEE

Within 25 miles of Meridian, ID, Best Investors lists 165 registered investment advisory firms with 387 offices nearby, managing about $13.6T in combined regulatory AUM across 2,691,677 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 Meridian

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM