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Best financial advisors in Middleton, ID

Registered advisers within 25 miles of Middleton, ID.

Offices
338
Firms
148
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,672,898 clients when Item 5C has a number
Avg / client
$4.43M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
JOSKI FINANCIAL
FIRM FOUNDATION WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CONTINENTAL INVESTORS SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ADVISORY ALPHA, LLC
MML INVESTORS SERVICES, LLC
KATZ CAPITAL ADVISORS
LPL FINANCIAL LLC

Investors

Richard Wayne Babineaux
Sara Collins
ANDREW WAYNE JOSKI
Jon Thomas Clark
DANIEL ALAN LEWIS
DALTON JAMES
BRANDEE LYNN SCHUELKE
BRAYDEN JAYCE DUNNING
KYLE LYNN DUNNING
DANIEL MARTIN WELLS
MATTHEW DONALD BRASSFIELD
SLATER GABRIEL HEIM
GARRETT ANDREW MIYAUCHI
Sarah Joy Emery
Jill Dawn Hitchcock
Michael Don Hanson
Amy Kristine Jamison
Ann Marie Smith
ELIZABETH KATHLEEN SKOGLUND
Eduardo Diaz Ponciano
Hunter Nolte
CHRISTOPHER JAMES SELVAR
Ashton David Stark
JUSTIN MARK WALKER
CHRIS JENSEN
Ammon Andelin
Jacob Aaron Richins
Jared Welsh
Kent James Adams
Andrew Thomas Katzenberger
JEREMIAH T VICKERY
KENNETH R FARROW

Within 25 miles of Middleton, ID, Best Investors lists 148 registered investment advisory firms with 338 offices nearby, managing about $11.8T in combined regulatory AUM across 2,672,898 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 Middleton

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM