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Best financial advisors in Townsend, MT

Registered advisers within 50 miles of Townsend, MT.

Offices
38
Firms
17
Combined AUM
$3.57T
Firm-wide filings, not assets booked only here
Clients
835K
835,299 clients when Item 5C has a number
Avg / client
$4.28M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ASHTON THOMAS PRIVATE WEALTH
D.A. DAVIDSON & CO.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
INVESTMENT MANAGEMENT GROUP
MILLENNIUM TVP MANAGEMENT CO., LLC
APRIO WEALTH MANAGEMENT, LLC

Investors

Christina M Irey
MATTHEW R MALOY
STEVEN JAY MILES
JOCK WILLIAMS BOVINGTON
Shannon Marie Daily
DAVID EDWIN JENSEN
CHRISTOPHER ALAN FIELD
Spencer Alec Field
KEVIN THOMAS DUNN
CARL HICKS WHITE
DEANNA TIERNEY
April Cardoza
RAEANN ELIZABETH YARN
Killian Marcel Gorman
Daniel Eric Fontenot
MOLLY BRUSKOTTER MOSNESS
Khamsin Renee Bailey
Alexandra Haas
Auriana Kent
FRED EUGENE KREPPS
SARAH SCOTT CHILTON
DANIEL ROLAND TROST
DARCY JO WEIDMAN
RACHEL EBONY STANICH
HILLARY ARNESEN ALLEN
Amy Hadley Smiedala
Kyle Ashley Olson
Micah Michelle Fiske
ALEXA NICOLE BASS
JORDAN JOAN STEVICK
Angela Marie Messer
Robert Brian Haseman
Patrick Benjamin Wahl
COURTNEY DANN MCADAMS
Janet Johnston
Thomas Hoe Kerr
Tamilla Lynn Simpson
JACOB W BALYEAT
KIMBERLY ANN HARTMAN
Philip Jason Wyant
Shayla Jean Berumen
ERIC WILLIAM FLYNN

Within 50 miles of Townsend, MT, Best Investors lists 17 registered investment advisory firms with 38 offices nearby, managing about $3.57T in combined regulatory AUM across 835,299 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 Townsend

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM