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Best financial advisors in Dayton, MT

Registered advisers within 25 miles of Dayton, MT.

Offices
35
Firms
22
Combined AUM
$4.33T
Firm-wide filings, not assets booked only here
Clients
539K
538,864 clients when Item 5C has a number
Avg / client
$8.03M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
XYPN INVEST
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LIFE PLANNING ADVISORS LLC
WILDRYE FINANCIAL
BERGEN PARK CAPITAL MANAGEMENT, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
SANCTUARY ADVISORS, LLC
NETWORK CAPITAL
SWAGAR CAPITAL MANAGEMENT LLC
ENTRUSTED WEALTH
CETERA INVESTMENT ADVISERS LLC

Investors

Jacob Wilbur Baumann
Laura Anne Mehl
Brett Douglas Rigler
Wesley Rigler
David Liegakos
DAVID ARTHUR RENSVOLD
Adam Justin Probst
JEFFREY BRUCE GOLDMAN
CODY ROBERT KIRK
EDGERTON SCOTT
Tara Kristine Allen
Schuyler Elaine Tudor
Katherine Sue Hicks
Brayden Deck
CURTIS WILLIAM HOWARD
Jon Joseph Jordan
Keaton S Johnson
ANNA VIERA STEBLINA
DOUGLAS CHARLES HOUTZ
MARK E JOHNSON
Bobby Lea Schmid
MICHAEL WESLEY FRENCH
TARY BEN MIDDLESWORTH
Kyle Skyba
JOHN CHARLES BARRETT

Within 25 miles of Dayton, MT, Best Investors lists 22 registered investment advisory firms with 35 offices nearby, managing about $4.33T in combined regulatory AUM across 538,864 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 Dayton

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM