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Best financial advisors in Galata, MT

Registered advisers within 50 miles of Galata, MT.

Offices
5
Firms
3
Combined AUM
$1.05T
Firm-wide filings, not assets booked only here
Clients
35.4K
35,413 clients when Item 5C has a number
Avg / client
$29.6M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
ALLIED INVESTMENT ADVISORS LLC
EAGLE STRATEGIES LLC

Investors

Marsha Nicole McCubbins
Ashley M Lampert
Michael David Bruch
Adrienne Michele Blackwell
ERIC ALLEN VERMULM
VANESSA BUCKLIN

Within 50 miles of Galata, MT, Best Investors lists 3 registered investment advisory firms with 5 offices nearby, managing about $1.05T in combined regulatory AUM across 35,413 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 Galata

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 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 3 ALLIED INVESTMENT ADVISORS LLC 12 advisers $1.49B AUM