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Best financial advisors in Post Falls, ID

Registered advisers within 25 miles of Post Falls, ID.

Offices
316
Firms
119
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
2.59M
2,585,811 clients when Item 5C has a number
Avg / client
$4.76M
Combined AUM ÷ clients

Nearby offices

Firms

AMERICAN INDEPENDENT SECURITIES GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
NORTHERN CAPITAL MANAGEMENT, INC.
HEDONOVA ADVISORS LLC
AMERITAS ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LONG BRIDGE CAPITAL MANAGEMENT
SIMPLE WEALTH LLC
OSAIC WEALTH, INC.
CARLSON FINANCIAL ADVISORY, LLC
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

FREDERICK CARL OSTERMEYER
JOEL MICHAEL KOSOFF
Jordan T Root
Rusty Madsen
KEENAN COLE
MATTHEW DAVID ALTMEYER
DAVID B HOLLOWAY
Peter A Zeman
TODD MICHAEL BANDUCCI
SUZANNE MARIE BREESNEE
Jon Joseph Dawn
CHRISTOPHER EASTON BRADLEY
CHARLES JOHN POTTER
MARYANNE ELIZABETH JOHN
PATRICK SHAWN SEMBAR
TODD ALAN CARLSON
Walter Scott Draper
Leah Marie Stussy
ANDREW SCOTT WOOLLEY
Rhianna Marie Scates
MARTHA BEREITER
EMMA LOUISE WOOLLEY
DANIEL RAMON ROSS
JANI MARIE COTTON
DAVID PERRY ROSS
Gina Marie Morais
Madison Jayne Underwood
ASA WOLFE

Within 25 miles of Post Falls, ID, Best Investors lists 119 registered investment advisory firms with 316 offices nearby, managing about $12.3T in combined regulatory AUM across 2,585,811 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 Post Falls

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