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Best financial advisors in Princeton, ID

Registered advisers within 25 miles of Princeton, ID.

Offices
12
Firms
7
Combined AUM
$2.14T
Firm-wide filings, not assets booked only here
Clients
380K
380,161 clients when Item 5C has a number
Avg / client
$5.62M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
COMPOUND PLANNING, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
HRC WEALTH MANAGEMENT, LLC
D.A. DAVIDSON & CO.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC

Investors

Kadie Reichardt
Carolyn Suzanne Hicklin
KAITLIN CHRISTINE JONES
Beau Alfred-Oren Melton
John David Mlazgar
Connor Devin Devries
ANDREW GARRET NICHOLAS
Shawn Greenfield
DANNY DEAN SMITH
Broadus Richard Littlejohn
Jeffrey Scott Bollinger
ERIC JOSEPH KIBLEN
JERALD BRADLEY LEWIS
NATHAN SCOTT STRONG
CADE LEIGH KONEN
MARK ALAN WATSON
MaKayla Marie Baldus
CHRISTOPHER AARON WALKER
Kirsten Marie Helbling
RUSTY SCHATZ
STEPHEN WAYNE WESNER
DAVID TIMOTHY DRUMHILLER
Derek Stephen Hamilton
Gregory Douglas Bloom
JEFFREY GERARD FEUERSTEIN
JASON W PLEMONS
WILLIAM HALE SKAVDAHL
MONICA L OWENS
KIRBY CHARLES BROWN
Dennis G Logan
Ryan Hamilton

Within 25 miles of Princeton, ID, Best Investors lists 7 registered investment advisory firms with 12 offices nearby, managing about $2.14T in combined regulatory AUM across 380,161 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 Princeton

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 5 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 6 COMPOUND PLANNING, INC. 79 advisers $4.85B AUM 7 HRC WEALTH MANAGEMENT, LLC 7 advisers $487M AUM