Best financial advisors in Manhattan, MT

Registered advisers within 25 miles of Manhattan, MT.

Offices

87

Firms

59

Combined AUM

$9.17T

Firm-wide filings, not assets booked only here

Clients

2.42M

2,417,483 clients when Item 5C has a number

Avg / client

$3.79M

Combined AUM ÷ clients

Nearby offices

PROFESSIONAL FINANCIAL MANAGEMENT, INC.

945 TECHNOLOGY BLVD., SUITE 102
BOZEMAN, MT 59718

16.1 miles away

EDWARD JONES

1800 W KOCH SUITE 10
BOZEMAN, MT 59715

16.2 miles away

HOLMES & TURNER FINANCIAL SERVICES, INC.

600 SOUTH 19TH AVENUE
BOZEMAN, MT 59715

16.2 miles away

COCREATE FINANCIAL

1805 W DICKERSON BUILDING 2, SUITE 3
BOZEMAN, MT 59715

16.2 miles away

EAGLE STRATEGIES LLC

1711 WEST COLLEGE
BOZEMAN, MT 59715

16.3 miles away

PRINCIPAL SECURITIES, INC.

2005 Gilkerson Dr Unit E
Bozeman, MT 59715

16.5 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

45 Discovery Drive
Bozeman, MT 59718

16.5 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

141 DISCOVERY DR
BOZEMAN, MT 59718

16.6 miles away

BLACK CAT WEALTH

612 W BEALL STREET SUITE B
BOZEMAN, MT 59715-3427

16.7 miles away

MONTANA LANDVEST, INC.

403 WEST MAIN STREET SUITE 1
BOZEMAN, MT 59715

16.9 miles away

PROFESSIONAL FINANCIAL MANAGEMENT, INC.

2066 STADIUM DR STE 101
BOZEMAN, MT 59718

16.9 miles away

LPL FINANCIAL LLC

2066 STADIUM DRIVE, STE. 102
BOZEMAN, MT 59715

16.9 miles away

KING FINANCIAL

2006 Stadium Dr Ste 103
Bozeman, MT 59715

16.9 miles away

LPL FINANCIAL LLC

2023 STADIUM DR STE 2B-201
BOZEMAN, MT 59715

DESTRA CAPITAL ADVISORS LLC

443 N. WILLSON AVENUE
BOZEMAN, MT 59715

DFC PREFERRED ADVISORS LLC

443 N. WILLSON AVENUE
BOZEMAN, MT 59715

EDWARD JONES

1934 Stadium Dr Suite C
Bozeman, MT 59715-0672

LPL FINANCIAL LLC

202 W MAIN ST
BOZEMAN, MT 59715

MOUNTAIN WEALTH MANAGEMENT, LLC

113 EAST OAK ST SUITE 4A
BOZEMAN, MT 59715

17.1 miles away

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

105 EAST OAK UNIT 1A
BOZEMAN, MT 59715

17.1 miles away

Firms

PROFESSIONAL FINANCIAL MANAGEMENT, INC.

HOLMES & TURNER FINANCIAL SERVICES, INC.

COCREATE FINANCIAL

EAGLE STRATEGIES LLC

PRINCIPAL SECURITIES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

BLACK CAT WEALTH

MONTANA LANDVEST, INC.

LPL FINANCIAL LLC

DESTRA CAPITAL ADVISORS LLC

DFC PREFERRED ADVISORS LLC

MOUNTAIN WEALTH MANAGEMENT, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

BRANDON MICHAEL SMITH

AFTON NICOLE O'MEARA

CHRISTA SUZANNE HUDAK

Emma Grace Shaw

MATTHEW NICHOLAS HUDAK

MEGHANN PATRICIA MCKENNA

Madison Rae Moery

LEISL CHRISTINA MOOER

Ashley Catherine Wallace

STACY JO BATESON

DUANE ALAN HANSEN

JACK RAY SAUTHER

DOUGLAS MENZIE BABCOCK

Timothy Wayne Wheeler

Nikolas Allen Lundgren

TYLER Hanson COTTERELL

Katie Michelle Moyer

DANIEL LEE WATNEE

ROSA MARIA VALENCIA

MICHAEL JAMES LEWIS

Jacob Gerard Schultz

KENNETH BLAKE MERRITT

JAMES JOSEPH RYAN

CHRISTOPHER MCKINNEY

Stephen James Stumbo

JACK CLAYTON MURRAY

JONATHAN DEL HERZ

THOMAS MICHAEL WHITE

Jesse Radoslovich

CHRISTOPHER PAUL KENNEDY VENIT

SCOTT GREGORY DOHM

ANGELA LORRAINE HETLAGE

DANIEL H HITCHCOCK

MARK GEORGE SERRIAN

MARY LYNN VAN MOPPES

KRIS MICHAEL MOOS

FLORA CHAMPION-THOMAS

BRANT MARK WIEHARDT

James Nicholas McGlue

Anne Hunter Benson

JOHN WALTER GIDEON

KELLY MCNAMARA BROWN

BROCK EDWARD AYERS

SCOTT LAWRENCE BROWN

MICHAEL EDWARD WINTER

PATRICK THOMAS LOGUE

CHRISTOPHER HUTCHINSON

JAMES WILLIAM HILLIARD

STEPHEN CHRISTOPHER FIACCO

TAEYA CHRISTINA LAUER

MICHAEL GARNER HILLIARD

JOSEPH CRAIG ALEY

CONNOR DESALES MUDD

JULIAN SHOLA IGBAROOLA

DOUGLAS ARTHUR DAVIS

Within 25 miles of Manhattan, MT, Best Investors lists 59 registered investment advisory firms with 87 offices nearby, managing about $9.17T in combined regulatory AUM across 2,417,483 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 Manhattan

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM