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Best financial advisors in Ballantine, MT

Registered advisers within 25 miles of Ballantine, MT.

Offices
44
Firms
29
Combined AUM
$6.69T
Firm-wide filings, not assets booked only here
Clients
764K
764,018 clients when Item 5C has a number
Avg / client
$8.76M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
INDEPENDENT FINANCIAL GROUP, LLC
OSAIC WEALTH, INC.
WEDBUSH SECURITIES INC.
MML INVESTORS SERVICES, LLC
MSH CAPITAL ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC
CFD INVESTMENT ADVISORY LLC
PFS INVESTMENTS INC.
PRINCIPAL SECURITIES, INC.
STAPLETON FINANCIAL GROUP
CWM, LLC
EDWARD JONES
INVESTMENT MANAGEMENT GROUP
CAPSTONE WEALTH

Investors

Christian Javier Bautista
DONOVAN THOMAS KELLY
BART BRENDAN JAGODZINSKI
MARK JOSEPH DEBOURG
JESSE THOMAS NORMAN
JAMES RICHARD SHAVER
JASON CURTIS WISE
TROY ALLEN BRUCE
ISAAC J ORTH
DONELL ROSCOE SMALL
RANDALL EDWARD PORTER
ROBERT ALLEN SKILLESTAD
DAVID MICHAEL STATON
Colton Welhaven
RACHEL Sitzman Bonner
STEVEN KENT RUNDLE
TEX JAMES JANECEK
LENA ERIN LONG
Megan Marie Smith
KELLY JOHN NELSON
RANDY WAYNE SITZMAN
Seth Ryan Dyk
STEVE JOHN PESANTI
MARK THOMAS SULLIVAN
EDWARD RICHARD CORCORAN
BRADLEY STEVEN KADLEC
MARIA LETITIA EVANSON
JOSHUA ANDREW MEDVIDOFSKY
BEN ANDREW KAZMIERSKI
COREY MARK STAPLETON
PAUL ERHARD REINKER
Ryan Michael Sauther
Abby Lorene Coffee
RONALD WAYNE O'DONNELL
Nicole Raelynn Chakos
MARK DAVID THOMAS
Austin David Thomas
Marcene Piper Skillen-Robison
Josiah David Jagoda
THOMAS MACFARLAND WEBBER
Katherine Nance Dietz
DOUGLAS MICHAEL MULLOWNEY
CHAD JOHN CARTER HOOKER
Bryce WILLIAM-SCHNEIDT Hill
Gordon Paul Escene
JOHN J VONDRA
Michele Sanchez

Within 25 miles of Ballantine, MT, Best Investors lists 29 registered investment advisory firms with 44 offices nearby, managing about $6.69T in combined regulatory AUM across 764,018 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 Ballantine

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM