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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Whitefish, MT

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

47 registered advisors work in Whitefish; the most are at Stack Financial Management Inc. (9). 0 list the CFP designation and 30 are also registered broker representatives.

Firms with the most advisors in Whitefish

FirmAdvisors in Whitefish
Stack Financial Management Inc.9
LPL Financial LLC news8
Merrill Lynch, Pierce, Fenner & Smith Incorporated news8
Edward Jones news4
D.A. Davidson & Co.3
Piedmont Capital Management, LLC3
Main Line Retirement Advisors, LLC2
Cetera Investment Advisers LLC news1
Cetera Planning Partners news1
Investment Management Group1
Kilterhowling LLC1
Moors & Cabot, Inc.1
Osaic Wealth, Inc. news1
Raymond James Financial Services Advisors, Inc. news1
Royal Palms Capital, LLC1
T. Rowe Price Associates, Inc.1
Thrivent Investment Management Inc.1

Advisors in Whitefish, A to Z

Search all of Montana →

Other cities in Montana

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Billings 258Bozeman 239Missoula 155Great Falls 105Kalispell 67Helena 66Butte 23Bigfork 14Havre 14Hamilton 13Miles City 12Livingston 10Sidney 9Columbia Falls 8Glasgow 8Lewistown 8Polson 8Belgrade 6Dillon 6Glendive 6Manhattan 6

Questions

How many financial advisors are in Whitefish, MT?

47 investment adviser representatives are registered at firm offices in Whitefish, Montana, according to the SEC's Investment Adviser Public Disclosure records. 30 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Whitefish?

Stack Financial Management Inc., with 9 registered advisors in Whitefish, followed by LPL Financial LLC with 8.

How do I check a financial advisor in Whitefish?

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.