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Best financial advisors in Naples, ID

Registered advisers within 25 miles of Naples, ID.

Offices
15
Firms
10
Combined AUM
$2.02T
Firm-wide filings, not assets booked only here
Clients
185K
184,895 clients when Item 5C has a number
Avg / client
$10.9M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
COOPER CAPITAL, INC.
DARWIN VENTURES, LLC
GRADIENT ADVISORS, LLC
EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
D.A. DAVIDSON & CO.
WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Kevin Richard Callos
Samantha Maureen Young
Michael James Wold
Merle D Ansley
Kenneth Robert Wood
Charity Hope Hegel
David Brian Reseska
Keri Yvonne Hill
SARA KATHERINE COOPER
Mark Edward Jensen
SCOTT MICHAEL TALLY
Caleb Lee Bowman
Timothy James Fry
Tanner J Danks
Johann Schneider
Cassandra Nowaske Robinson
Leo William Schmeltzer
NANCY ANN HADLEY
CANDICE MARIE NELSON
JAMES STEPHEN ZUBERBUHLER
DANIEL IRVINE HANSON
Matthew Joseph Mire
MARK ANDREW SCHILLER
BRAD J. WILLIAMS
RONALD C DENOVA

Within 25 miles of Naples, ID, Best Investors lists 10 registered investment advisory firms with 15 offices nearby, managing about $2.02T in combined regulatory AUM across 184,895 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 Naples

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 5 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 DARWIN VENTURES, LLC $908M AUM 8 GRADIENT ADVISORS, LLC 64 clients · 188 advisers $289M AUM