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Best financial advisors in Fort Smith, MT

Registered advisers within 50 miles of Fort Smith, MT.

Offices
79
Firms
39
Combined AUM
$9.61T
Firm-wide filings, not assets booked only here
Clients
1.00M
1,001,524 clients when Item 5C has a number
Avg / client
$9.59M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
INDEPENDENT FINANCIAL GROUP, LLC
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
GLOBAL VIEW CAPITAL MANAGEMENT LLC
VALIC FINANCIAL ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
TTG FINANCIAL SERVICES, INC.
UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MORGAN STANLEY
SEQUOIA FINANCIAL GROUP, L.L.C.
EDWARD JONES
GENEOS WEALTH MANAGEMENT, INC.
OPTIMA CAPITAL MANAGEMENT
BDL WEALTH MANAGEMENT PLLC
RBC CAPITAL MARKETS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

DOUGLAS MICHAEL OSBORNE
DONOVAN THOMAS KELLY
Sean Joseph Robinson
CORY MICHAEL BRUCE
MATTHEW GEORGE HADDAD
ABBY REPKA
JENNIFER JO YANCHISIN
CHRISTOPHER GRANT BOWEN
ZACHARY SCOTT ROHRER
ROXANNE JENET WATKINS
PATRICK R. AUDET
JORY Jason THOMPSON
KADIN J LACASSE
JOSHUA KELLER
JAKE OLSEN
GEORGE ELMER BURGIN
Jewel Bruzelius
TARRA TALARA GRAZLEY-PFISTER
SANDY K KIM BERKRAM
LEILANI M MONICAL
SCOTT A HATLER
JENNIFER L. BENJAMIN
RYAN DALE STEVENS
LAURA A. RADUE
ERIN MARIE ECONOM
Trenton Paul Thelen
Jackson David Cobb
WILLIAM GLENN ROYER
TODD HOWARD VRALSTED
JOSEPH JOHN HERTIG
CARINA RENEE LANGE
Ryan John Padden
TERESA BREANNA SANDERS
HANNA JUSTINE WAGNER
RANDY JOSEPH KOLIHA
CLARENE MARIE WESTBURG
DEVIN RANDALL SCOTT
Abigail Kanning
EDWARD JAMES ADERS
CHRISTIAN CURTIS MOLVIG
Misty Claerbout
Jeffrey Edward Aders
STEPHEN COURTNEY KNUDSON
Lynda Leibrand Rux
DAVID WADE KUHNS
Elizabeth Jamie Anselmi
Mary J Lee
LORENDA MARIE WAHL
BRIAN JASON BENTLEY
SPENCER L LARSEN
ANNETTE M MCNIVEN
Kyle Riley Stone
TRACY ANN SHORT
JANELLE EVON WILLIAMS
AMY LYN YATES
JAMIE L MOLTZAN
WESLEY ADAM FANGSRUD
Clyde W Barton
KAYLA J SCHUYLER
JACK GERARD BURKE
JENNA MARIE JOHNSON
Devin Wertman
STEPHEN PHILIP SORICH
CHRISTIAN GEORGE ORMS
Seth H Blades
David Dernbach
Zachary Robert Funyak
SUSAN MARY SULLIVAN
VERONICA MARIE KUZMA-MURCH
JOHN PATTERSON MCCALLA
SALLY RAELENE HEDRICK
Julie Kay Asher
KATIE JO MUELLER
Lisa Marie Davis
Marissa Michele Jones
Chelsey Margo McShane
Hailey Marie Jacobs
Anna Balison Wessell
DAVID SCOTT KELLEY
ANNEMARIE JEAN WADE
LAWRENCE CLARE VAN ATTA
Michael Earl McDaniel
RANDALL EUGENE DALY
Christian Javier Bautista

Within 50 miles of Fort Smith, MT, Best Investors lists 39 registered investment advisory firms with 79 offices nearby, managing about $9.61T in combined regulatory AUM across 1,001,524 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 Smith

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM