11 financial advisors & firms and 1 insurance agent verified near Whitefish, MT — every one cited to the regulator, claimable and removable by the person named.
Advisor · Edward Jones · Whitefish, MT 59937 · Wealth management, Whitefish
RIA firm · Whitefish, MT 59937 · Registered investment adviser · $2.0B AUM
CRD 106785 · verify at the regulator
RIA firm · Whitefish, MT 59937 · Registered investment adviser · $42M AUM
CRD 116372 · verify at the regulator
RIA firm · Whitefish, MT 59937 · Registered investment adviser · $232M AUM
CRD 165775 · verify at the regulator
RIA firm · Whitefish, MT 59937 · Registered investment adviser · $449M AUM
CRD 284780 · verify at the regulator
RIA firm · Whitefish, MT 59937 · Registered investment adviser · $30M AUM
CRD 334088 · verify at the regulator
RIA firm · Kalispell, MT 59901 · Registered investment adviser · $46M AUM
CRD 289129 · verify at the regulator
RIA firm · Kalispell, MT 59901 · Registered investment adviser · $8M AUM
CRD 294185 · verify at the regulator
RIA firm · Kalispell, MT 59901 · Registered investment adviser · $54M AUM
CRD 305915 · verify at the regulator
RIA firm · Kalispell, MT 59901 · Registered investment adviser · $405M AUM
CRD 335451 · verify at the regulator
RIA firm · Kalispell, MT 59901 · Registered investment adviser
CRD 342019 · verify at the regulator
Insurance · State Farm · Whitefish, MT 59937 · Home, auto, life in Whitefish
Verified advisors and insurance agents in the places closest to Whitefish, MT.
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.