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Best financial advisors in Columbia Falls, MT

Registered advisers within 25 miles of Columbia Falls, MT.

Offices
59
Firms
32
Combined AUM
$6.20T
Firm-wide filings, not assets booked only here
Clients
558K
557,971 clients when Item 5C has a number
Avg / client
$11.1M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PRIVATE ADVISOR GROUP, LLC
EDWARD JONES
CLEARSTONE WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INVESTMENT MANAGEMENT GROUP
PIEDMONT CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
TWO BEAR CAPITAL OPERATIONS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GLACIERWEALTH
D.A. DAVIDSON & CO.

Investors

LYLE ERIC MITCHELL
NICHOLAS JOSEPH ENZWEILER
CHAD DANIEL FAUL
DONALD WILLIAM FAUL
Jakeb A Kindel
Kimberley Kay Slaybaugh
Jesse Collin Mann
Kevin Antene
Paul Reynold Brown
MATTHEW LOREN BENEDICT
Sara Jean Straka
Joel Robert Pemberton
Claudine Alisa Johnson
Joseph William Akey
THOMAS MATTHEW SCHUCH
Andrew Lyle Coco
Diego Gabriel Biggerstaff
KEITH DOUGLAS HAAS
MICHAEL S MCCRACKEN
JEFFREY BJARNE HOYER
KIM ENGLAND TAYLOR
JILLIAN CALE WERMLING
Samuel Koenig Roloff
Benjamin Sansaver
Daniel D Short
V J CARBO
SUE MESKIMEN
Caleb McCranie
BRADLEY DAVID DARTEZ
TODD GRAHAM SYLVESTER
Jacob William Armstrong
EDWARD GEORGE RAINFORD
ROBERT OWEN BRAIG
SARAH PRICE FITZGERALD
ASHLEY NYCOLE ANDERSON

Within 25 miles of Columbia Falls, MT, Best Investors lists 32 registered investment advisory firms with 59 offices nearby, managing about $6.20T in combined regulatory AUM across 557,971 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 Columbia Falls

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM