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Best financial advisors in Oreana, ID

Registered advisers within 50 miles of Oreana, ID.

Offices
4
Firms
3
Combined AUM
$2.81T
Firm-wide filings, not assets booked only here
Clients
45.6K
45,595 clients when Item 5C has a number
Avg / client
$61.6M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Christopher Maurice Mayes
Ashley Ann Bruning
Lyndsay Danielle Soule
Jeffery Kent Erekson
Alexander M Roth

Within 50 miles of Oreana, ID, Best Investors lists 3 registered investment advisory firms with 4 offices nearby, managing about $2.81T in combined regulatory AUM across 45,595 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 Oreana

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM