Best Investors Account Sign in

Best financial advisors in Birney, MT

Registered advisers within 50 miles of Birney, MT.

Offices
29
Firms
26
Combined AUM
$5.19T
Firm-wide filings, not assets booked only here
Clients
805K
804,918 clients when Item 5C has a number
Avg / client
$6.45M
Combined AUM ÷ clients

Nearby offices

Firms

STEADTRUST
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CYPRESS CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
MORGAN STANLEY
LPL FINANCIAL LLC
AFINITIV LLC
ANAX FINANCIAL GROUP
ECHELON PARTNERS X MANAGEMENT LLC
NEXUS STRATEGIC ALPHA LLC
PREMIERE DEAL PARTNERS
GRASSROOT, LLC
SMITH COMPANY FINANCIAL ADVISORS / FUSION FUNDS
THE SOUL RIDER LLC
HUNDERTMARK CAPITAL LLC
FRONTIER ASSET MANAGEMENT, LLC
ELEVATE WEALTH MANAGEMENT
D.A. DAVIDSON & CO.
RAYMOND JAMES & ASSOCIATES, INC.

Investors

JAMES ROSE
Anna Christine Bailey
MATTHEW MCGREGOR EBZERY
KRISTIN LOUISE HERBST
PETER MATTHEW ELIASON
ARIK DANE JACOBSON
CHRISTOPHER B PROSINSKI
JOHN PATRICK CAMINO
ADRIENNE M LEWALLEN
MARCIA K BONNET
Nicholas P Walton
Brock N Boedecker
CHRISTOPHER PAUL WALTON
JUSTIN JOHN WEST
COLIN ROBB PELDO
FRANKLIN NEIL BOLEY
Susan S. Garber Johnson
Olivia Danielle Koltiska
FRANK LLOYD PAPE
ROBERT E MILLER
Jessica Laine Griner
Alison Meacham
James Dale Shellenberger
ERIN MARIE FOOTE
BRENDA LEEANN JACOBS
Wesley Wade Beavers
CLIFFORD WILLIAM STANTON
AMANDA JEAN SULLIVAN
Robert Michael Johnson
Heidi Zajic Eckland
JAMIE LYNN WILLIAMS
ROBERT LESLIE MCVEY

Within 50 miles of Birney, MT, Best Investors lists 26 registered investment advisory firms with 29 offices nearby, managing about $5.19T in combined regulatory AUM across 804,918 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 Birney

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM