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Best financial advisors in Soda Springs, ID

Registered advisers within 50 miles of Soda Springs, ID.

Offices
30
Firms
23
Combined AUM
$3.61T
Firm-wide filings, not assets booked only here
Clients
329K
328,967 clients when Item 5C has a number
Avg / client
$11.0M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
KEY INVESTMENT SERVICES LLC
INDEPENDENT FINANCIAL GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC INSTITUTIONS, INC.
EDWARD JONES
HORNOR, TOWNSEND & KENT, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

AMBER DELORIS WEBB
TIM LEROY SWAINSTON
GARY EUGENE GLADE
SHAUNA LEE SWAINSTON
RYAN D HANCOCK
JOHN MICHAEL MCCORMICK
Alexander Dale Hancock
Joel Michael Wilson
Mark A Klein
JOHN CHARLES DIXON
ALAN PAUL JENKINS
Oliver Ivan Ibarra
Rebecca Lynn Walls
ANTHONY NOEL WADSWORTH
CHAD EUGENE COLE
DANA K FORSGREN

Within 50 miles of Soda Springs, ID, Best Investors lists 23 registered investment advisory firms with 30 offices nearby, managing about $3.61T in combined regulatory AUM across 328,967 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 Soda Springs

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