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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
$3,691,600,000
50
19
80/20
Employee-owned, full-service investment firm offering services that include wealth management, college & retirement planning, long-term financial planning strategies & more.
3
Morgan Stanley
101 S. Capitol Blvd, Suite 400, Boise, ID 83702
Todd Lovell
P 208-338-2700 | F (208) 338-6933
todd.lovell@ms.com
$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 achieve their specific goals
4
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
$1,157,862,297
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
5
RBC Wealth Management
661 S. Rivershore Ln., Ste. 200, Eagle, ID 83616
www.rbcwealthmanagement.com
Brian King
P 208-433-1400 | F 208-433-9553
brian.king@rbc.com
$1,000,000,000
7
4
50/50
We combine sophisticated investment tools with professional resources to help you define and meet your financial goals. Member NYSE/FINRA/SIPC.