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Best financial advisors in Helena, MT

Registered advisers within 25 miles of Helena, MT.

Offices
46
Firms
23
Combined AUM
$4.17T
Firm-wide filings, not assets booked only here
Clients
843K
842,854 clients when Item 5C has a number
Avg / client
$4.94M
Combined AUM ÷ clients

Nearby offices

Firms

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
WILDRYE FINANCIAL
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
ASHTON THOMAS PRIVATE WEALTH
D.A. DAVIDSON & CO.
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC

Investors

COURTNEY DANN MCADAMS
Janet Johnston
Thomas Hoe Kerr
Shannon Marie Daily
BRIAN KEITH NELSON
PETER DANIEL SULLIVAN
GUY DAVID PEEL
CODY ROBERT KIRK
CHRISTOPHER ALAN FIELD
Spencer Alec Field
Angela Marie Messer
Robert Brian Haseman
RENA RAE GRIMES
Christina M Irey
MATTHEW R MALOY
STEVEN JAY MILES
JOCK WILLIAMS BOVINGTON
DEANNA TIERNEY
April Cardoza
RAEANN ELIZABETH YARN
Killian Marcel Gorman
Daniel Eric Fontenot
MOLLY BRUSKOTTER MOSNESS
Khamsin Renee Bailey
Alexandra Haas
Auriana Kent
FRED EUGENE KREPPS
SARAH SCOTT CHILTON
DANIEL ROLAND TROST
DARCY JO WEIDMAN
RACHEL EBONY STANICH
HILLARY ARNESEN ALLEN
Amy Hadley Smiedala
Kyle Ashley Olson
Micah Michelle Fiske
ALEXA NICOLE BASS
JORDAN JOAN STEVICK
Alexander David Beveridge
Kami Stevenson
Lisa N Krei
Jayme Sue Watson
David Polk
DYLAN KREZELAK
BRIAN NEIL OTTERSTROM
Stacey Jo Otterstrom
Michael Jeffrey Miller
EVAD PATRICK VANSPOORE
Matthew Doucette
Adam Klippenstein

Within 25 miles of Helena, MT, Best Investors lists 23 registered investment advisory firms with 46 offices nearby, managing about $4.17T in combined regulatory AUM across 842,854 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 Helena

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 EMPOWER ADVISORY GROUP, LLC 24 clients · 2,036 advisers $195B AUM