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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sandpoint, ID

Every SEC-registered investment adviser representative at a firm office in Sandpoint, with the firms that employ the most of them.

22 registered advisors work in Sandpoint; the most are at D.A. Davidson & Co. (7). 2 list the CFP designation and 18 are also registered broker representatives.

Firms with the most advisors in Sandpoint

FirmAdvisors in Sandpoint
D.A. Davidson & Co.7
Ameriprise Financial Services, LLC news2
Cetera Investment Advisers LLC news2
Eagle Strategies LLC2
Edward Jones news2
Clear Creek Financial Management, LLC1
Cooper Capital, Inc.1
Layline Financial1
Osaic Wealth, Inc. news1
Principal Securities, Inc.1
Wells Fargo Clearing Services, LLC news1
Williams And Schiller Wealth Management, LLC1

Advisors in Sandpoint, A to Z

CFP advisors in Sandpoint →

Other cities in Idaho

All of Idaho →

Boise 546Meridian 223Eagle 177Idaho Falls 126Coeur D'Alene 104Pocatello 60Twin Falls 54Nampa 47Ketchum 39Caldwell 31Lewiston 29Hayden 28Rexburg 24Moscow 20Post Falls 20Hailey 18Blackfoot 16Coeur D Alene 16Ammon 15Star 14Burley 12Garden City 11Driggs 9Middleton 9

Questions

How many financial advisors are in Sandpoint, ID?

22 investment adviser representatives are registered at firm offices in Sandpoint, Idaho, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Sandpoint?

D.A. Davidson & Co., with 7 registered advisors in Sandpoint, followed by Ameriprise Financial Services, LLC with 2.

How do I check a financial advisor in Sandpoint?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.