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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Helena, MT

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

69 registered advisors work in Helena; the most are at Edward Jones (14). 10 list the CFP designation and 62 are also registered broker representatives.

Firms with the most advisors in Helena

FirmAdvisors in Helena
Edward Jones news14
D.A. Davidson & Co.13
LPL Financial LLC news8
Ashton Thomas Private Wealth5
Cetera Investment Advisers LLC news4
Empower Advisory Group, LLC3
Osaic Wealth, Inc. news3
State Farm Investment Management Corp.3
Investment Management Group2
LPL Enterprise, LLC news2
Raymond James Financial Services Advisors, Inc. news2
Thrivent Investment Management Inc.2
Wells Fargo Clearing Services, LLC news2
Allied Investment Advisors LLC1
J. W. Cole Advisors, Inc.1
J.P. Morgan Securities LLC news1
Northwestern Mutual Investment Services, LLC1
Opulence Planning1
Sankala Group LLC1

Advisors in Helena, A to Z

CFP advisors in Helena →

Other cities in Montana

All of Montana →

Billings 251Bozeman 213Missoula 149Great Falls 102Kalispell 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 Helena, MT?

69 investment adviser representatives are registered at firm offices in Helena, Montana, according to the SEC's Investment Adviser Public Disclosure records. 62 of them are also registered as broker representatives, and 10 list the CFP designation.

Which firm has the most financial advisors in Helena?

Edward Jones, with 14 registered advisors in Helena, followed by D.A. Davidson & Co. with 13.

How do I check a financial advisor in Helena?

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.