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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Billings, MT

Every SEC-registered investment adviser representative at a firm office in Billings, with the firms that employ the most of them.

251 registered advisors work in Billings; the most are at Edward Jones (27). 28 list the CFP designation and 198 are also registered broker representatives.

Firms with the most advisors in Billings

FirmAdvisors in Billings
Edward Jones news27
Merrill Lynch, Pierce, Fenner & Smith Incorporated news23
LPL Financial LLC news19
Investment Management Group15
Ameriprise Financial Services, LLC news13
Morgan Stanley news13
RBC Capital Markets, LLC news13
Allied Investment Advisors LLC8
D.A. Davidson & Co.8
Eagle Strategies LLC8
Osaic Wealth, Inc. news8
Pfs Investments Inc.8
Thrivent Investment Management Inc.8
UBS Financial Services Inc. news8
Stifel, Nicolaus & Company, Incorporated news7
Valic Financial Advisors, Inc.6
Wells Fargo Clearing Services, LLC news6
Capstone Wealth5
Cetera Investment Advisers LLC news5
Raymond James Financial Services Advisors, Inc. news5
Cladis Investment Advisory LLC3
Cwm, LLC3
Bdl Wealth Management Pllc2
Evergreen Financial Group2
LPL Enterprise, LLC news2

Advisors in Billings, A to Z

CFP advisors in Billings →

Other cities in Montana

All of Montana →

Bozeman 213Missoula 149Great Falls 102Helena 69Kalispell 61Whitefish 47Butte 21Havre 15Bigfork 14Hamilton 13Miles City 12Glasgow 10Livingston 10Belgrade 8Columbia Falls 8Polson 8Lewistown 7Sidney 7Dillon 5Laurel 5Manhattan 5

Questions

How many financial advisors are in Billings, MT?

251 investment adviser representatives are registered at firm offices in Billings, Montana, according to the SEC's Investment Adviser Public Disclosure records. 198 of them are also registered as broker representatives, and 28 list the CFP designation.

Which firm has the most financial advisors in Billings?

Edward Jones, with 27 registered advisors in Billings, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 23.

How do I check a financial advisor in Billings?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.