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Best financial advisors in Rockland, ID

Registered advisers within 50 miles of Rockland, ID.

Offices
36
Firms
20
Combined AUM
$3.59T
Firm-wide filings, not assets booked only here
Clients
329K
328,965 clients when Item 5C has a number
Avg / client
$10.9M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

AMBER DELORIS WEBB
TIM LEROY SWAINSTON
GARY EUGENE GLADE
SHAUNA LEE SWAINSTON
ANGELA TINGEY SLEIGHT
TRACEY DANIEL CORTA
MELINDA DAWN TUIA
ANDREW ROBERT SMART
JANA MARIE CUSACK
MICHAEL MCATEER
RONALD GALLEGOS
Heather Lynn Wood
NICHOLAS FULLMER
DAVID NELSON
ROBERT JONALWYN SCHOONMAKER
ROBERT VLAO SCOVIL
STEVEN EDWIN ROBERTS
Allissabeth Brooke Whittle
DOUGLAS ROGER WOOLLEY
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
RYAN D HANCOCK
JOHN MICHAEL MCCORMICK
Alexander Dale Hancock
JOHN HYRUM KOYLE
PRESTON YOST
Brady Smith
BARRY SMITH
VALDEN J ELLIS
Joshua Robert Thompson
TRENT ARTHUR YOST
RICHARD DALE ALMOND
JOHN CHARLES DIXON
ALAN PAUL JENKINS
Joel Michael Wilson
Mark A Klein
Oliver Ivan Ibarra
JAMES WILLIAM DILLISTONE
Kyle Mark Carter
Malynda Cooper
Matthew David Harmon
JESSE FLOYD WARD
DANA K FORSGREN

Within 50 miles of Rockland, ID, Best Investors lists 20 registered investment advisory firms with 36 offices nearby, managing about $3.59T in combined regulatory AUM across 328,965 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 Rockland

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM