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Best financial advisors in Deer Lodge, MT

Registered advisers within 25 miles of Deer Lodge, MT.

Offices
5
Firms
4
Combined AUM
$1.04T
Firm-wide filings, not assets booked only here
Clients
28.9K
28,921 clients when Item 5C has a number
Avg / client
$36.0M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC ADVISORY SERVICES, LLC
JAMES C WANGERIN, CPA/PFS
EDWARD JONES

Investors

Matthew Michael King
DWIGHT GLENN O'HARA
JAMES CURTIS WANGERIN
MICHAEL ANTHONY KING
Wyatt P Larson

Within 25 miles of Deer Lodge, MT, Best Investors lists 4 registered investment advisory firms with 5 offices nearby, managing about $1.04T in combined regulatory AUM across 28,921 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 Deer Lodge

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 OSAIC ADVISORY SERVICES, LLC 170 clients · 283 advisers $15.5B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 JAMES C WANGERIN, CPA/PFS 1 advisers $5.15M AUM