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Best financial advisors in Carter, MT

Registered advisers within 50 miles of Carter, MT.

Offices
39
Firms
21
Combined AUM
$4.02T
Firm-wide filings, not assets booked only here
Clients
524K
523,636 clients when Item 5C has a number
Avg / client
$7.67M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
BIG SKY WEALTH ADVISORS, LLC
PRINCIPAL SECURITIES, INC.
SPC
AVANTAX PLANNING PARTNERS, INC.
LPL FINANCIAL LLC
FIRST COMMAND ADVISORY SERVICES
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
D.A. DAVIDSON & CO.
DAVIDSON INVESTMENT ADVISORS, INC.

Investors

Kelley Aline
JOSHUA THOMAS HORTON
Ryan James Swain
MATTHEW PAUL MERRY
RONALD BRUCE MERRY
Michael Harold Plummer
KALEEN RENE HANSEN
Scott Andrew Smartt
KAYLA MARIE OLSON
Christopher Ryan Smartt
David Richard Foscue
Myra Lynn Bakke
BRIAN RICHARD CONNORS
Kevin Darrell OConnell
Douglas Gabriel Kuntz
SARAH JO MOLDAN
James Michael Porter
Libbey Raye Winderl
Patrick Joseph Winderl
Amy Elizabeth Warner
BLAKE WILLIAM STENZEL
JAY WILLIAM STENZEL
Jordan Lee Husted
Eric D Borggard
Kari Michele Miller
Brit Austin Kessner
NATHANIEL DEAN HOEHN
Gregory Thomas Ferriter
Aaron K Stucker
Kayci Edwards
LOUIS GINO DILELLO
JEFFREY JOHN KOTSMITH
COURTNEY ELLIS
SEAN THOMAS STURGES
WILLIAM THOMAS WALKER
TRACY MARIE EISENBARTH
Burk Anthony McDaniel
Bryce Daniel Widhalm
ERIC PAUL GYSLER
EDWARD PATRICK CROTTY
Shawna Marion
JENNIFER JOY GOSS
CURTIS KENT LANE
LYNDA LEE MORIN
JASON VINCENT PURPURA
MICHAEL PAUL KUBAS
KIRKLEN ANDREW MEYER
William Skinner Crews
JASON GRAY KISER
ANTHONY JAMES PAULING
BRADLEY PARR ARMSTRONG
Deryck M Woods
Lewis Alan Card
NICHOLAS EARL STORRUSTEN
Kelly Elizabeth Eppard
ANDREW IAN DAVIDSON
MARK EDWARD SPORKIA
AMY LYNN GEHRING
JOHN ROBERT HUBER
MICHAEL M SHELTON
Kallie Tinsen
KASSIE LEE LONGFELLOW
MICHAEL DAVID MARTIN
AMY E. M. BUFFINGTON
Daniel Michael Baker
JAMES LEE CRONK
BENJAMIN TRACY BISHOP
MELISSA MARIE DEHAAN
NATALEAH JAVONNE DIETZMANN
SARAH ANN DITTNER
Jacob Aaron Halsey
HEATHER ELIZABETH KUBAS
BRYN GREGORY HAGFORS
Rowena Marie Milton
DIANA MARIE WHITAKER
JOSHUA MASON GRANGER
Benjamin James Kaul

Within 50 miles of Carter, MT, Best Investors lists 21 registered investment advisory firms with 39 offices nearby, managing about $4.02T in combined regulatory AUM across 523,636 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 Carter

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM