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Best financial advisors in Star, ID

Registered advisers within 25 miles of Star, ID.

Offices
341
Firms
147
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,690,397 clients when Item 5C has a number
Avg / client
$4.98M
Combined AUM ÷ clients

Nearby offices

Firms

JOSKI FINANCIAL
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC INSTITUTIONS, INC.
J.P. MORGAN SECURITIES LLC
CENTAURUS FINANCIAL, INC.
PROMINENCE CAPITAL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
IP FINANCIAL ADVISORY SERVICES LLC
GPWM FUND MANAGER, LLC
GPWM QOF MANAGER, LLC
GPWM ADVISORS LLC
ENDURING WEALTH MANAGEMENT, LLC

Investors

ANDREW WAYNE JOSKI
Sara Collins
BRIAN ASHLEY MARTIN
Stefanie L Blackwood
RIZWAN BUKHARI
Jose de Jesus Lopez-Medel
Dennis E. Koch
Gabriel John Wangsgard
Cortino Rito Garcia
Kirk Douglas Barnard
JAMES MICHAEL LIOTTA
William John Westfall
Michael Heinen
Kori Rice
CARRI LE CAMPBELL
SHAWN GARAND WEBB
GRETCHEN MICHELLE BROWN
Alexandria Strawn
Annaliese Laura Gerdes
ETHAN SAMUEL HADLEY

Within 25 miles of Star, ID, Best Investors lists 147 registered investment advisory firms with 341 offices nearby, managing about $13.4T in combined regulatory AUM across 2,690,397 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 Star

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM