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Best financial advisors in Victor, ID

Registered advisers within 25 miles of Victor, ID.

Offices
53
Firms
42
Combined AUM
$4.80T
Firm-wide filings, not assets booked only here
Clients
702K
701,894 clients when Item 5C has a number
Avg / client
$6.84M
Combined AUM ÷ clients

Nearby offices

Firms

ROCKHILL ADVISORS LLC
ENCORE 401K, LLC
WELLS FARGO CLEARING SERVICES, LLC
ALUPKA ASSET MANAGEMENT
CANNELL CAPITAL LLC
HRTG GPE, LLC
GERVAIS CAPITAL MANAGEMENT, LLC
ENCLOSURE ENERGY MANAGEMENT
FLAT FOOTED LLC
GALLATIN WEALTH MANAGEMENT LLC
FUTALEUFU MANAGER, LLC
EDWARD JONES
GRUPP FINANCIAL LLC
INCOME FOCUS PORTFOLIO MANAGEMENT
GREYBULL ADVISORS, LLC
SCOTT CAPITAL PARTNERS
CETERA INVESTMENT ADVISERS LLC

Investors

JUSTIN CHILES BOWERSOCK
MATTHEW WILLIAM WARD
LORI LYNN RHYNER
NICHOLAS CZERNICHEW BESOBRASOW
DONALD GEORGE GERVAIS
LAURENT MARC ROUX
Nicholas James Koinis
CHARLES FINLAY MOYER
ALIX LEE STORRER
MATTHEW PETER GRUPP
MICHAEL JOHN ESTRADA
Josephine Lucille Schmillen
Scott Jennings
DAVID N ELAN
Arik B. Griffin
ELIZABETH WATSON MILLET
GREGORY DAVID SCOTT
KRAIG ARTHUR KOBERT

Within 25 miles of Victor, ID, Best Investors lists 42 registered investment advisory firms with 53 offices nearby, managing about $4.80T in combined regulatory AUM across 701,894 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 Victor

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM