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Best financial advisors in Lakeside, MT

Registered advisers within 25 miles of Lakeside, MT.

Offices
43
Firms
25
Combined AUM
$4.42T
Firm-wide filings, not assets booked only here
Clients
540K
540,046 clients when Item 5C has a number
Avg / client
$8.19M
Combined AUM ÷ clients

Nearby offices

Firms

LIFE PLANNING ADVISORS LLC
WILDRYE FINANCIAL
BERGEN PARK CAPITAL MANAGEMENT, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
SANCTUARY ADVISORS, LLC
NETWORK CAPITAL
SWAGAR CAPITAL MANAGEMENT LLC
ENTRUSTED WEALTH
CETERA INVESTMENT ADVISERS LLC
GLACIER INVESTMENT MANAGEMENT
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO CLEARING SERVICES, LLC
EQUITY SERVICES, INC.

Investors

JEFFREY BRUCE GOLDMAN
CODY ROBERT KIRK
EDGERTON SCOTT
Tara Kristine Allen
Schuyler Elaine Tudor
Katherine Sue Hicks
Brayden Deck
CURTIS WILLIAM HOWARD
Keaton S Johnson
ANNA VIERA STEBLINA
DOUGLAS CHARLES HOUTZ
MARK E JOHNSON
Bobby Lea Schmid
Jon Joseph Jordan
MICHAEL WESLEY FRENCH
TARY BEN MIDDLESWORTH
Kyle Skyba
JOHN CHARLES BARRETT
DAVID WIGGINTON
MATTHEW LUKE DOWNING
Peter Pius
Connor Dayne Neumann Sleeper
Raymond Scott Vincent
Nicholas Clark
GARY ALAN COCKERILL
NIKOLAS DONALD KILLORAN

Within 25 miles of Lakeside, MT, Best Investors lists 25 registered investment advisory firms with 43 offices nearby, managing about $4.42T in combined regulatory AUM across 540,046 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 Lakeside

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM