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Best financial advisors in Lindsay, MT

Registered advisers within 50 miles of Lindsay, MT.

Offices
4
Firms
3
Combined AUM
$1.51T
Firm-wide filings, not assets booked only here
Clients
109K
109,430 clients when Item 5C has a number
Avg / client
$13.8M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES

Investors

JAMES GERARD CUSIMANO
MELONIE JO BEELER
DILLON JAMES BEELER
Angie Rae Hagen
Kayla Rivas
DONNA LORI EMMETT
Cody Allan Sevier

Within 50 miles of Lindsay, MT, Best Investors lists 3 registered investment advisory firms with 4 offices nearby, managing about $1.51T in combined regulatory AUM across 109,430 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 Lindsay

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM