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Best financial advisors in Pocatello, ID

Registered advisers within 25 miles of Pocatello, ID.

Offices
46
Firms
28
Combined AUM
$4.67T
Firm-wide filings, not assets booked only here
Clients
548K
547,712 clients when Item 5C has a number
Avg / client
$8.53M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
BANKERS LIFE ADVISORY SERVICES, INC.
OSAIC ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
OSAIC INSTITUTIONS, INC.
KEY INVESTMENT SERVICES LLC
CETERA INVESTMENT ADVISERS LLC
INDEPENDENT FINANCIAL GROUP, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERIT FINANCIAL ADVISORS
D.A. DAVIDSON & CO.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC

Investors

BRUCE BAILEY BROWN
WALLACE GERALD HICKS
Hershell Cummings
Miquelynn Louise Alvarez
Eric L Sorensen
Matthew David Harmon
JESSE FLOYD WARD
JAMES WILLIAM DILLISTONE
Kyle Mark Carter
Malynda Cooper
Rebecca Lynn Walls
JOHN HYRUM KOYLE
PRESTON YOST
Brady Smith
BARRY SMITH
VALDEN J ELLIS
Joshua Robert Thompson
TRENT ARTHUR YOST
RICHARD DALE ALMOND
Oliver Ivan Ibarra
Joel Michael Wilson
Mark A Klein
ANTHONY NOEL WADSWORTH
JOHN CHARLES DIXON
ALAN PAUL JENKINS
RYAN D HANCOCK
JOHN MICHAEL MCCORMICK
Alexander Dale Hancock
Austin Webb Smellie
JOEL DANIEL PHILLIPS
LAUREN MICHELLE DALTON
Ashley Dawn Anderson
BRETT DAVID ROBISON
Andrew Jacob Cortez
GENE CLAY ESPLIN
Ty Thayne Gentry
KELLI ANN JENSEN
JENNIFER BRIGHT EMFIELD
AARON MARK BUCKALEW
MARK NOLEN BUCKALEW
Allissabeth Brooke Whittle
DOUGLAS ROGER WOOLLEY
STEVEN EDWIN ROBERTS
DANA K FORSGREN

Within 25 miles of Pocatello, ID, Best Investors lists 28 registered investment advisory firms with 46 offices nearby, managing about $4.67T in combined regulatory AUM across 547,712 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 Pocatello

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM