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Best financial advisors in Bigfork, MT

Registered advisers within 25 miles of Bigfork, MT.

Offices
21
Firms
14
Combined AUM
$3.87T
Firm-wide filings, not assets booked only here
Clients
740K
739,569 clients when Item 5C has a number
Avg / client
$5.24M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Raymond Scott Vincent

Within 25 miles of Bigfork, MT, Best Investors lists 14 registered investment advisory firms with 21 offices nearby, managing about $3.87T in combined regulatory AUM across 739,569 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 Bigfork

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 NEWEDGE ADVISORS 122 clients · 620 advisers $43.2B AUM 5 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 XYPN SAPPHIRE 65 advisers $1.25B AUM 8 FISCHER INVESTMENT STRATEGIES, LLC 1 clients · 4 advisers $252M AUM