Best financial advisors in Pony, MT

Registered advisers within 50 miles of Pony, MT.

Offices

102

Firms

58

Combined AUM

$9.16T

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

INVESTMENT MANAGEMENT GROUP

100 E Wooden Shoe Lane
Manhattan, MT 59741

28.9 miles away

LPL FINANCIAL LLC

116 W MAIN ST
MANHATTAN, MT 59741

29.7 miles away

APRIO WEALTH MANAGEMENT, LLC

100 WAPITI WAY
BOZEMAN, MT 59718

32.7 miles away

EDWARD JONES

2900 LEXINGTON AVE STE B
BUTTE, MT 59701-1122

33.7 miles away

OSAIC WEALTH, INC.

1601 HARRISON AVE
BUTTE, MT 59701

33.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

15 Discovery Drive
Butte, MT 59701-3124

33.9 miles away

OSAIC WEALTH, INC.

29 DISCOVERY DRIVE
BUTTE, MT 59701

33.9 miles away

EDWARD JONES

1315 HARRISON AVE
BUTTE, MT 59701

34.1 miles away

EDWARD JONES

401 E FRONT ST
BUTTE, MT 59701-5207

34.5 miles away

EDWARD JONES

270 E PARK ST SUITE B
BUTTE, MT 59701

34.9 miles away

CETERA INVESTMENT ADVISERS LLC

17 S MAIN
BUTTE, MT 59701

35.1 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

8 West Park Street
Butte, MT 59701

35.1 miles away

OSAIC WEALTH, INC.

18 W GALENA
BUTTE, MT 59701

35.1 miles away

D.A. DAVIDSON & CO.

49 NORTH MAIN
BUTTE, MT 59701

35.2 miles away

OSAIC WEALTH, INC.

129 W PARKST SUITE 303
BUTTE, MT 59701

35.2 miles away

EMBER PEAK CAPITAL LLC

580 ZOOT ENTERPRISES LANE
BOZEMAN, MT 59718

35.3 miles away

LPL FINANCIAL LLC

200 W PARK ST
BUTTE, MT 59701

35.3 miles away

EDWARD JONES

401 S ALABAMA ST SUITE 4A
BUTTE, MT 59701-2315

35.5 miles away

EDWARD JONES

103 W Jefferson Ave Ste B
Belgrade, MT 59714

35.9 miles away

MILLENNIUM TVP MANAGEMENT CO., LLC

274 AVIATION LANE
BELGRADE, MT 59714

37.4 miles away

Firms

INVESTMENT MANAGEMENT GROUP

LPL FINANCIAL LLC

APRIO WEALTH MANAGEMENT, LLC

OSAIC WEALTH, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

THRIVENT INVESTMENT MANAGEMENT INC.

D.A. DAVIDSON & CO.

EMBER PEAK CAPITAL LLC

MILLENNIUM TVP MANAGEMENT CO., LLC

Investors

KIMBERLY ANN HARTMAN

Tamilla Lynn Simpson

JACOB W BALYEAT

ERIC WILLIAM FLYNN

Walter Scott McIntosh

DIANE MARIE ARNTSON

DANIEL MCCAFFERY REGAN

LEO CHARLES MCCARTHY

Jenna Marie McCarthy

KAYLEE ANN REYNOLDS

Debra Ray Elings

William D Daily

Sarah Gretchen Leipheimer

SCOTT MICHAEL FERGUSON

STEVEN MAURICE DANIEL

CHRISTOPHER SCOTT CONNORS

DANIEL JAMES ROSA

Ashley Leann Bonifer

ASHLEY DANIELLE JOHNSTON

DANIEL JAMES THOMPSON

JERALD PATRICK CAMPBELL

Jeffrey J Hartwick

Philip Jason Wyant

Shayla Jean Berumen

Within 50 miles of Pony, MT, Best Investors lists 58 registered investment advisory firms with 102 offices nearby, managing about $9.16T 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 Pony

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