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Best financial advisors in Cascade, MT

Registered advisers within 50 miles of Cascade, MT.

Offices
69
Firms
27
Combined AUM
$4.70T
Firm-wide filings, not assets booked only here
Clients
987K
987,333 clients when Item 5C has a number
Avg / client
$4.76M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
VERUS CAPITAL PARTNERS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
INTERACTIVE FINANCIAL ADVISORS
THRIVENT INVESTMENT MANAGEMENT INC.
LPL ENTERPRISE, LLC
D.A. DAVIDSON & CO.
DAVIDSON INVESTMENT ADVISORS, INC.

Investors

ERIC ALLEN DRYDEN
Thomas Joseph Katz
Kari Michele Miller
Amanda Lee Maher
Steven Michael McGregor
Amy Marie Flynn
Adam David Blackwell
SEAN MICHAEL PAHUT
DANIEL JACOB KONEN
Eric Reed Sandvig
David Lee Deffinbaugh
CHRISTINA M WALTER
MARK WILLARD FINNICUM
MARK DANIEL O'LOUGHLIN
BRENDA SUE ROBERTSON
CURTIS JOHN FINNICUM
SHARON R. NALIVKA-HANCOCK
BRENT TAYLOR LEAVITT
ALLEN HAROLD BLOOMGREN
KARL JAMES DORR
Brett Jamieson Mallette
JONATHON RAY SCHENK
Douglas Arvid Jergenson
Rowena Marie Milton
DIANA MARIE WHITAKER
JOSHUA MASON GRANGER
Benjamin James Kaul
TRAVIS MICHAEL HARP
Xavier Tay Marshall
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
Gregory Thomas Ferriter
Aaron K Stucker
Kayci Edwards
James Michael Porter

Within 50 miles of Cascade, MT, Best Investors lists 27 registered investment advisory firms with 69 offices nearby, managing about $4.70T in combined regulatory AUM across 987,333 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 Cascade

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM