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Best financial advisors in Richfield, ID

Registered advisers within 50 miles of Richfield, ID.

Offices
71
Firms
39
Combined AUM
$5.78T
Firm-wide filings, not assets booked only here
Clients
980K
980,457 clients when Item 5C has a number
Avg / client
$5.89M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PRINCIPAL SECURITIES, INC.
OSAIC INSTITUTIONS, INC.
OSAIC WEALTH, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
INDEPENDENT FINANCIAL PARTNERS

Investors

Kallin Lynnora Welch
Jason Elden Neil
Shelley L. Seibel
Rob Roark Driemeyer
PATRICK MARTIN BUCHANAN
Sergio Mendoza
Nancy Chapin
COLLIN DAVID SHARP
William Lyman Stevens
Brett Hansen Buckley
RUSSELL ELTON GEORGE
TYLER JAMES LAYNE
Ryan K Lee
Ashley K Tripp
Trevor Shane Tarter
Jeffrey Rencher
Matthew Thomas Gealta
KADE CECIL WEST
CHIOSA-ABUOFU KENNEDY ESUME
JOSHUA DAVID FUNK
JOHN PETER BRINGHURST
Todd Michael Loveless
Melanie Lynn Andrus
RYAN ROSS LOVELESS
LAURA JEAN NELSON
Lynn Rulon Hansen
Robert Alan Lee
Cole M Hunt
THOMAS BOLEY HUNT
Sarah Lynn Kain
JACOB JESSE PACKER

Within 50 miles of Richfield, ID, Best Investors lists 39 registered investment advisory firms with 71 offices nearby, managing about $5.78T in combined regulatory AUM across 980,457 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 Richfield

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM