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Best financial advisors in Swan Valley, ID

Registered advisers within 25 miles of Swan Valley, ID.

Offices
2
Firms
2
Combined AUM
$396B
Firm-wide filings, not assets booked only here
Clients
92.8K
92,834 clients when Item 5C has a number
Avg / client
$4.26M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

D PARKER MANNING
MARK S BANNER

Within 25 miles of Swan Valley, ID, Best Investors lists 2 registered investment advisory firms with 2 offices nearby, managing about $396B in combined regulatory AUM across 92,834 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 Swan Valley

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

1 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 2 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM