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Best financial advisors in Basin, MT

Registered advisers within 25 miles of Basin, MT.

Offices
17
Firms
9
Combined AUM
$2.42T
Firm-wide filings, not assets booked only here
Clients
404K
404,350 clients when Item 5C has a number
Avg / client
$5.97M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
JAMES C WANGERIN, CPA/PFS
EDWARD JONES
D.A. DAVIDSON & CO.
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC

Investors

DWIGHT GLENN O'HARA
Matthew Michael King
JAMES CURTIS WANGERIN
Sarah Gretchen Leipheimer
Scott Blando
CHRISTOPHER SCOTT CONNORS
DANIEL JAMES ROSA
Ashley Leann Bonifer
Trey Owens
SCOTT MICHAEL FERGUSON
ASHLEY DANIELLE JOHNSTON
DANIEL JAMES THOMPSON
JERALD PATRICK CAMPBELL
STEVEN MAURICE DANIEL
Jeffrey J Hartwick
Debra Ray Elings
DANIEL MCCAFFERY REGAN
William D Daily
Walter Scott McIntosh
DIANE MARIE ARNTSON
Jake Simkins
KAYLEE ANN REYNOLDS
LEO CHARLES MCCARTHY
Jenna Marie McCarthy
James Manning

Within 25 miles of Basin, MT, Best Investors lists 9 registered investment advisory firms with 17 offices nearby, managing about $2.42T in combined regulatory AUM across 404,350 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 Basin

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 7 OSAIC ADVISORY SERVICES, LLC 170 clients · 283 advisers $15.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM