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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Missoula, MT

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

149 registered advisors work in Missoula; the most are at LPL Financial LLC (16). 22 list the CFP designation and 122 are also registered broker representatives.

Firms with the most advisors in Missoula

FirmAdvisors in Missoula
LPL Financial LLC news16
D.A. Davidson & Co.15
S.G. Long & Company15
Sgl Investment Advisors, Inc.15
Edward Jones news11
Ameriprise Financial Services, LLC news8
Wells Fargo Advisors Financial Network, LLC news8
Merrill Lynch, Pierce, Fenner & Smith Incorporated news7
Charles Schwab & Co., Inc. news6
Osaic Wealth, Inc. news6
UBS Financial Services Inc. news6
Front Street Capital Management, Inc.5
Park Avenue Securities LLC4
State Farm Investment Management Corp.4
Investment Management Group3
Lasalle St. Investment Advisors, L.L.C.3
Valic Financial Advisors, Inc.3
Willow Creek Capital Management, Inc.3
Cetera Investment Advisers LLC news2
Pathfinder Planning And Investments2
Portfolio Logix, LLC2
RBC Capital Markets, LLC news2
Thrivent Investment Management Inc.2
Wells Fargo Clearing Services, LLC news2
Advanced Practice Planning, LLC1

Advisors in Missoula, A to Z

CFP advisors in Missoula →

Other cities in Montana

All of Montana →

Billings 251Bozeman 213Great 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 Missoula, MT?

149 investment adviser representatives are registered at firm offices in Missoula, Montana, according to the SEC's Investment Adviser Public Disclosure records. 122 of them are also registered as broker representatives, and 22 list the CFP designation.

Which firm has the most financial advisors in Missoula?

LPL Financial LLC, with 16 registered advisors in Missoula, followed by D.A. Davidson & Co. with 15.

How do I check a financial advisor in Missoula?

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.