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Financial Planners

Ranked by Assets Under Management
Firm Name
Address
Website
Key Executive
Phone | Fax
Email
Assets
Under Management
No. of Financial Advisors
No. Other Staff
% Individual vs. % Business clients
Services Provided
1
Edward Jones
302 5th St., Clarkston, WA 99403
www.edwardjones.com
Scott Arnone
P 509-758-8119 | F 888-731-8234
scott.arnone@edwardjones.com
$4,500,000,000
70
100
95% vs. 5%
Retirement & estate planning, building and monitoring diverse portfolios, stocks, bonds, CD's, mutual funds, vast array of financial services including insurance and annuities
2
D.A. Davidson & Co.
101 S. Capitol Blvd. Ste. 1800, Boise, ID 83702
www.davidsoncompanies.com/indv
Cyndi Kay
P 208-388-4200 | F 208-388-4219
ckay@dadco.com
$3,404,300,000
33
37
80/20
Employee-owned, full-service investment firm offering services that include wealth management, college & retirement planning, long-term financial planning strategies & more.
3
Wells Fargo
877 W. Main St., Boise, ID 83702
www.wellsfargo.com
James Hillman
P (208) 363-7511
$2,450,000,000
40
22
90% vs. 10%
Wells Fargo serves customers' wealth management needs by offering investment planning, private banking, investment management, brokerage, and trust and estate services.
4
Morgan Stanley
101 S. Capitol Blvd., Ste. 401, Boise, ID 83702
www.morganstanleybranch.com/boisems
Randy Norris
P (208) 338-2700 | F (208) 338-2750
$2,100,000,000
25
10
70/30
Our financial advisors advise individuals, families, businesses and institutions in the Northwest. They bring the power and scope of Morgan Stanley to our clients to help acheive their specific goals
5
D.B. Fitzpatrick & Co. Inc.
800 W. Main St., Ste. 1200, Boise, ID 83702
dbfitzpatrick.com
Brandon Fitzpatrick
P 208-342-2280 | F 208-342-2448
brandon@dbfitzpatrick.com
$1,147,035,490
4
8
85% individual, 15% institutional
D.B. Fitzpatrick & Co. is a registered asset management firm offering equity and fixed income products for its clients