Best Investors Account Sign in

Best financial advisors in Stevensville, MT

Registered advisers within 25 miles of Stevensville, MT.

Offices
60
Firms
31
Combined AUM
$6.13T
Firm-wide filings, not assets booked only here
Clients
1.55M
1,552,226 clients when Item 5C has a number
Avg / client
$3.95M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
D.A. DAVIDSON & CO.
AMERIPRISE FINANCIAL SERVICES, LLC
WYNDFALL FINANCIAL INC
CORECAP ADVISORS
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
KESTRA PRIVATE WEALTH SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PATHFINDER PLANNING AND INVESTMENTS
CORE PLANNING
LPL FINANCIAL LLC

Investors

Haley Rae Stevenson
Cody Velin
Nickolas Gazzara
Trevor Morton
FRANCESCO GIOVANNI DANGELO
CARRIE LYNN LONG
JAMES ALBERT MOERKERKE
Michael Thomas
Michelle Hagelin
GARY ALLEN ERICKSON
Joshua Bryce Loveless
Willa Carr Lande
Ryan Williams
BRIAN STACEY ADAMS
Deborah Gail Sesa Gantz
April L Geroy
ROGER P WELSHANS
WILLIAM LUCAS
JULIE K KIECKBUSCH JONES
Zachary Brooks Fenlason
Adam Belarde
MERRITT KAY HICKS
Eivind Gjetmundsen
RILEY TOBIN MCGIBONEY
NATHAN ROSS SANDERS
HANNAH LYNNE SANTA CRUZ
JILL MARIE TRIPP
SAMUEL COLTON SHARPLES
Marin Leah Felz

Within 25 miles of Stevensville, MT, Best Investors lists 31 registered investment advisory firms with 60 offices nearby, managing about $6.13T in combined regulatory AUM across 1,552,226 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 Stevensville

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM