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Best financial advisors in Victor, MT

Registered advisers within 25 miles of Victor, MT.

Offices
8
Firms
5
Combined AUM
$2.54T
Firm-wide filings, not assets booked only here
Clients
364K
363,750 clients when Item 5C has a number
Avg / client
$6.97M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
D.A. DAVIDSON & CO.
WYNDFALL FINANCIAL INC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC

Investors

Haley Rae Stevenson
Cody Velin
Trevor Morton
FRANCESCO GIOVANNI DANGELO
CARRIE LYNN LONG
JAMES ALBERT MOERKERKE
GARY ALLEN ERICKSON
Joshua Bryce Loveless
Michael Thomas
Michelle Hagelin
Willa Carr Lande
Ryan Williams
BRIAN STACEY ADAMS
Deborah Gail Sesa Gantz
April L Geroy
JAMES ERIC KONUK

Within 25 miles of Victor, MT, Best Investors lists 5 registered investment advisory firms with 8 offices nearby, managing about $2.54T in combined regulatory AUM across 363,750 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 Victor

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 5 WYNDFALL FINANCIAL INC 1 advisers $2.15M AUM