Best Investors Account Sign in

Best financial advisors in Fort Shaw, MT

Registered advisers within 25 miles of Fort Shaw, MT.

Offices
23
Firms
12
Combined AUM
$3.28T
Firm-wide filings, not assets booked only here
Clients
505K
505,450 clients when Item 5C has a number
Avg / client
$6.48M
Combined AUM ÷ clients

Nearby offices

Firms

BIG SKY CAPITAL GROUP LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CETERA INVESTMENT ADVISERS LLC
D.A. DAVIDSON & CO.
DAVIDSON INVESTMENT ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK

Investors

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

Within 25 miles of Fort Shaw, MT, Best Investors lists 12 registered investment advisory firms with 23 offices nearby, managing about $3.28T in combined regulatory AUM across 505,450 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 Fort Shaw

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 7 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 8 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM