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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Great Falls, MT

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

102 registered advisors work in Great Falls; the most are at D.A. Davidson & Co. (35). 8 list the CFP designation and 93 are also registered broker representatives.

Firms with the most advisors in Great Falls

FirmAdvisors in Great Falls
D.A. Davidson & Co.35
Edward Jones news16
RBC Capital Markets, LLC news13
LPL Financial LLC news8
Davidson Investment Advisors, Inc.6
Cetera Investment Advisers LLC news3
Commonwealth Financial Network news3
Stifel, Nicolaus & Company, Incorporated news3
Big Sky Wealth Advisors, LLC2
Osaic Wealth, Inc. news2
Principal Securities, Inc.2
Thrivent Investment Management Inc.2
Ameriprise Financial Services, LLC news1
Cetera Planning Partners news1
First Command Advisory Services1
LPL Enterprise, LLC news1
Northwest Investment Advisors, Inc.1
Rosemeyer Management Group1
Spc1
State Farm Investment Management Corp.1
Valic Financial Advisors, Inc.1
Wells Fargo Clearing Services, LLC news1

Advisors in Great Falls, A to Z

CFP advisors in Great Falls →

Other cities in Montana

All of Montana →

Billings 251Bozeman 213Missoula 149Helena 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 Great Falls, MT?

102 investment adviser representatives are registered at firm offices in Great Falls, Montana, according to the SEC's Investment Adviser Public Disclosure records. 93 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Great Falls?

D.A. Davidson & Co., with 35 registered advisors in Great Falls, followed by Edward Jones with 16.

How do I check a financial advisor in Great Falls?

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.