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Best financial advisors in Butte, MT

Registered advisers within 25 miles of Butte, MT.

Offices
19
Firms
9
Combined AUM
$3.38T
Firm-wide filings, not assets booked only here
Clients
411K
411,375 clients when Item 5C has a number
Avg / client
$8.22M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
D.A. DAVIDSON & CO.
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RBC CAPITAL MARKETS, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Sarah Gretchen Leipheimer
Scott Blando
Debra Ray Elings
DANIEL MCCAFFERY REGAN
CHRISTOPHER SCOTT CONNORS
DANIEL JAMES ROSA
Ashley Leann Bonifer
SCOTT MICHAEL FERGUSON
Trey Owens
STEVEN MAURICE DANIEL
ASHLEY DANIELLE JOHNSTON
DANIEL JAMES THOMPSON
JERALD PATRICK CAMPBELL
William D Daily
Jeffrey J Hartwick
Walter Scott McIntosh
DIANE MARIE ARNTSON
Jake Simkins
KAYLEE ANN REYNOLDS
LEO CHARLES MCCARTHY
Jenna Marie McCarthy
James Manning
MICHAEL ANTHONY KING
Wyatt P Larson
Ashley Blair Parks
ANDREW DOWD
VIVIENNE MONIQUE GUSTAVSEN

Within 25 miles of Butte, MT, Best Investors lists 9 registered investment advisory firms with 19 offices nearby, managing about $3.38T in combined regulatory AUM across 411,375 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 Butte

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM