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Best financial advisors in Mountain Home, ID

Registered advisers within 25 miles of Mountain Home, ID.

Offices
7
Firms
5
Combined AUM
$3.13T
Firm-wide filings, not assets booked only here
Clients
651K
650,713 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
EMPOWER ADVISORY GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Brion Prince Bethel
JOHN MICHAEL WALBORN
Shane Michael Zenner
Taylor Siara Hurley
SIED YOUSEF NASRI
Andrew Mecham
RANDY LEE VALLEY
ABBIE LEE JETT
Ryan M Valley
BRITTNEY PERKINS
NATHAN CHRISTIAN RACKHAM

Within 25 miles of Mountain Home, ID, Best Investors lists 5 registered investment advisory firms with 7 offices nearby, managing about $3.13T in combined regulatory AUM across 650,713 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 Mountain Home

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 EMPOWER ADVISORY GROUP, LLC 24 clients · 2,036 advisers $195B AUM