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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

LPL FINANCIAL LLC
MOMENTUM INDEPENDENT NETWORK INC.
OSAIC WEALTH, INC.
DILLON FINANCIAL PLANNING, INC.
EQUITABLE ADVISORS, LLC
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
FIDUCIARY FINANCIAL PLANNING NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
CONTINUUM ADVISORY, LLC
ONEAMERICA SECURITIES, INC.
U.S. BANCORP ADVISORS, LLC
KEY INVESTMENT SERVICES LLC
HBW ADVISORY SERVICES LLC
WELLS FARGO CLEARING SERVICES, LLC
CAPITAL ELEVEN MANAGEMENT
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

Stoney Ray Foster
CHRISTOPHER SCOTT HALL
ERIC JAMES SCHINDLER
Dillon Blankenship
MATTHEW DONALD SHANNAHAN
Jackson Harlon Degner
Ryan Christopher Higgins
SAGE HOOVEL KENDALL
STEPHEN M SCHULTZ
SARA MARIE RODEWALD
CHRISTOPHER S EGGLESTON
DEBBRA ANN DILLON
GREGORY R CALL
JASON TODD CHILDERS
ERIC FLYNN DUGAN
JOHN CHARLES DARFLER
Gregory M McCall
JARED E STOKES
Jonathan Ryan Warner
Brayden Q Olson
ROGER DOUGLAS MADISON
RONALD WAYNE HATCH
Teresa Lynn De La Torre
Paula Marie Terry
William Albert Schultz
Remy DeAngelo
Gregory Dean Blood
Austin Bret Yorgesen
MATTHEW JARED PETERSON
Eugene Joseph Oswald
TYLER DOUGLAS ANDERSON
RANDY NICHOLAS HIXSON
KEVIN BRENT RIGENHAGEN

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