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Best financial advisors in Twin Lakes, ID

Registered advisers within 25 miles of Twin Lakes, ID.

Offices
179
Firms
68
Combined AUM
$9.70T
Firm-wide filings, not assets booked only here
Clients
1.48M
1,480,881 clients when Item 5C has a number
Avg / client
$6.55M
Combined AUM ÷ clients

Nearby offices

Firms

ALPHASTAR CAPITAL MANAGEMENT
AMERITAS ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
LPL ENTERPRISE, LLC
HEDONOVA ADVISORS LLC
U.S. BANCORP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LONG BRIDGE CAPITAL MANAGEMENT
SHERMAN PORTFOLIOS
PINKERTON WEALTH PARTNERS
J.P. MORGAN SECURITIES LLC
MML INVESTORS SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC

Investors

Jarrod W Arnold
TODD MICHAEL BANDUCCI
MICHAEL TODD THAYER
BRIAN DAVID BABB
LYNN MARIE WIDMANN
Jordan David Goos
Nicholas Daniel Albertini
KEENAN COLE
Dane Adam Lowry
Kiera Lafountain
James Richard Jackson
BRIAN ROBERT GOETZ
Marty Lee Willis
Jon Joseph Dawn
Nathaniel Joseph Collier
Joshua William Brands
CLIFFORD MATHEW ROBELLO
RONALD LEE GLENDENING
NICHOLAS HALVER HELGESON
SHERI MAHEALANI ROBELLO CABRAL
CHRISTOPHER JASON WOOTTON
BENJAMIN LEE GLENDENING
DANIEL WALTER PINKERTON
POLLY MARIE STOECKLEIN
ANTHONY MICHAEL ROYLANCE
HANS CAPARAS MEDINA
DUDLEY IRWIN LEHMER
Nathaniel R Guthrie
TIMOTHY MICHAEL SKELTON
Maria Teresa de Benavides Parra
ERIC FRANK SUAREZ
ASHWIN JB MOHAN
Cameron Lyle Ross
CAMERON GUY CUBBERLEY
KENNETH ALAN WALL
BILLY G STORLIE
WILLIAM PATRICK DOUGHERTY
MARLA KAY RINGLING
Tad Peter Johnson
KEVIN SCOTT MCCLELLAND
DEVLIN Cate FLAMM
ANTHONY ALAN OSS
MICHELLE SCHINI HANELINE
Brian Michael Parasida
Laura Parasida
KENNETH PATRICK HANLEY
Michael William Armon
STACY ANN JEW
Ryan Chapman
DONALD BRUCE SCHARENBERG
GUY EDWIN GERBER
MICHAEL WILLIAM ARMON
JANICE K. TYMESEN
RICK ALAN BLANKENSHIP
DOUGLAS LAWRENCE RUPIPER
TOBIAS C. BATESON
RENEE SUE MANCINELLI
HARRILYN COLLINS

Within 25 miles of Twin Lakes, ID, Best Investors lists 68 registered investment advisory firms with 179 offices nearby, managing about $9.70T in combined regulatory AUM across 1,480,881 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 Twin Lakes

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM