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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
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
Darren Schuldheiss
P 208-388-4200
dschuldheiss@gmail.com
$3,931,400,000
36
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
$3,000,000,000
39
16
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
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
UBS Financial Services Inc.
1161 W. River St., Ste. 340, Boise, ID 83702
http://financialservicesinc.ubs.com/branch/boise8b/
Michael Spiedel
P 208-336-2400
michael.spiedel@ubs.com
$2,100,000,000
19
13
80% Individual, 20% Business
Wealth management, financial planning, brokerage and advisory