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Financial Planners

Ranked by Assets Under Management, then by No. of Idaho Financial Advisors
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
190 N. Third East, Mountain Home, ID 83647
www.edwardjones.com
Scott Arnone, Shane Zenner
P 208-587-4415
$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 Wealth Management
101 S. Capitol Blvd., Ste. 1800, Boise, ID 83701
dadvidson.com
Cyndi Kay, Darren Schuldheiss
P 208-388-4200
dschuldheiss@gmail.com
$3,691,600,000
50
19
80/20
Employee-owned, full-service investment firm offering services that include wealth management, retirement & college planning, long-term financial planning strategies and more
3
Wells Fargo
877 W. Main St., Boise, ID 83702
www.wellsfargo.com
James Hillman
P 208-363-7511
$2,500,000,000
22
46
88% vs. 12%
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, Suite 400, Boise, ID 83702
Todd Lovell, Randy Norris
P 208-338-2700 | F 208-338-6933
randy.norris@morganstanley.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
5
D.B. Fitzpatrick & Co. Inc.
800 W. Main St., Ste. 1200, Boise, ID 83702
www.dbfitzpatrick.com
Brandon Fitzpatrick
P 208-342-2280 | F 208-342-2448
brandon@dbfitzpatrick.com
$1,157,862,297
4
8
83% individual, 17% institutional
D.B. Fitzpatrick & Co. is a registered asset management firm offering equity and fixed income products for its clients