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Best financial advisors in Frenchtown, MT

Registered advisers within 25 miles of Frenchtown, MT.

Offices
63
Firms
35
Combined AUM
$7.08T
Firm-wide filings, not assets booked only here
Clients
1.57M
1,572,298 clients when Item 5C has a number
Avg / client
$4.50M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
VALIC FINANCIAL ADVISORS, INC.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SWITCHBACKS CAPITAL ADVISORY, LLC
WILLOW CREEK CAPITAL MANAGEMENT, INC.
ALONGSIDE, LLC

Investors

Holli Wayne Bellaire
DONNA ROSEANN EVISON
JEFFERY WILLIAM EVISON
Susan E Thomas
JARED LEE LOSING
John Blaise Suseland
BRADLEY CARL NORDBERG
JEFFREY DELWYN LARSON
CHESTER THOMAS MORRIS
Gregory Earl Shadow
JOSIAH ERIC NELSON
Rachael Maree Morawski
JASON WATSON
JOHN MICHAEL STETKA
AUTUMN BROWNING
GRAYSEN LAURENCE VUKASIN
DALE SCOTT BALDWIN
Amanda Kay Miller
ROBERT DAVID BRAUN
KEVIN JOHN BATEMAN
ROBERT PATE ELLINGTON-MONTES
CHRISTOPHER JOHN COGHLAN
Casey M Reimer
Keith Fichtner
Robert David Smith
CHRISTOPHER SAKAS
Teigan Nicole Avery
JOHNATHAN S STRONG
THOMAS WOZNIAK
ALICE MARQUARDT
SARAH EILEEN FOSSE
CAMRON HUMPHREY
JAMES WILLIAM ROYAN
ANDREW TIGHE SMITH
Ryne Michael Mading
Michael Hyer
Lucca Roberto Scariano
Susan Colyer
James McKelvie
SUSAN ANN ESTEP
DAVID ANTHONY WEBER
Lucas Lambros Duffy
Robert Evans Rowe
Given Joshua Kutz
JOSEPH BRANDENBURG

Within 25 miles of Frenchtown, MT, Best Investors lists 35 registered investment advisory firms with 63 offices nearby, managing about $7.08T in combined regulatory AUM across 1,572,298 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 Frenchtown

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM