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Best financial advisors in Angela, MT

Registered advisers within 50 miles of Angela, MT.

Offices
7
Firms
3
Combined AUM
$1.26T
Firm-wide filings, not assets booked only here
Clients
85.4K
85,411 clients when Item 5C has a number
Avg / client
$14.8M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

CURTIS THAYER ALMY
Kasey Paul Krueger
FRED WAMBOLT
KARISSA ANN NISSEN
JEFFREY A BRABANT
ROBIN MARIE CUSIMANO
JAMIE ALLEN OGOLIN
Quade Gary Jessen
Joshua Michael Sloan
Gary Jay Barnick
TYLER CHAI CHAPMON
Megan Nicole Woolley

Within 50 miles of Angela, MT, Best Investors lists 3 registered investment advisory firms with 7 offices nearby, managing about $1.26T in combined regulatory AUM across 85,411 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Angela

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM