Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 8 Third Street North, Great Falls, MT, 59401 | $36,175,333,459 | 86818 | 650 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 8 Third Street North, Great Falls, MT, 59401-3104 | $4,812,943,447 | 4203 | 31 | A percentage of AUM |
3 | 812 14th Street N, Great Falls, MT, 59401 | $121,445,342 | 537 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 199
Assets Under Management $36,175,333,459
No. Of Clients86818
Clients Per Financial Advisor134
D.A. DAVIDSON & CO. is a financial advisory firm situated in Great Falls, Montana. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 86818 clients. The team consists of 650 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110552
Assets Under Management $4,812,943,447
No. Of Clients4203
Clients Per Financial Advisor136
DAVIDSON INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Great Falls, Montana. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4203 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 321272
Assets Under Management $121,445,342
No. Of Clients537
Clients Per Financial Advisor269
BIG SKY WEALTH ADVISORS, LLC is a financial advisory firm situated in Great Falls, Montana. With a nearly $121M assets under management, the firm specializes in crafting personalized retirement planning solutions for 537 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.