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Best financial advisors in Sandpoint, ID

Registered advisers within 25 miles of Sandpoint, ID.

Offices
25
Firms
16
Combined AUM
$2.95T
Firm-wide filings, not assets booked only here
Clients
249K
248,608 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
COOPER CAPITAL, INC.
DARWIN VENTURES, LLC
GRADIENT ADVISORS, LLC
EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
D.A. DAVIDSON & CO.
WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Investors

Kenneth Robert Wood
Charity Hope Hegel
David Brian Reseska
Keri Yvonne Hill
SARA KATHERINE COOPER
Mark Edward Jensen
SCOTT MICHAEL TALLY
Caleb Lee Bowman
Timothy James Fry
Tanner J Danks
Johann Schneider
Cassandra Nowaske Robinson
Leo William Schmeltzer
NANCY ANN HADLEY
CANDICE MARIE NELSON
JAMES STEPHEN ZUBERBUHLER
DANIEL IRVINE HANSON
Matthew Joseph Mire
MARK ANDREW SCHILLER
BRAD J. WILLIAMS
RONALD C DENOVA
Kevin Richard Callos
Samantha Maureen Young
Michael James Wold
Merle D Ansley
Madison DeChenne Kautzman
Ava Greer
Jamie Rolanda Endicott
BENJAMIN JAMES WARREN
Alyse Ehrmantrout

Within 25 miles of Sandpoint, ID, Best Investors lists 16 registered investment advisory firms with 25 offices nearby, managing about $2.95T in combined regulatory AUM across 248,608 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 Sandpoint

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM