Montana · 66 advisers
Financial Advisors in Montana
Falists is the most comprehensive public directory of financial advisors in Montana — 66 SEC-registered and state-registered firms with names, websites, fees, team size, and assets under management. Filter by specialty to find wealth managers, trust advisors, retirement planners, and more.
Total advisers
66
With website
53
Largest AUM
$41.84B
Financial planning
38
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Montana
Ranked by AUM and profile completeness · Data from SEC IAPD
D.A. DAVIDSON & CO.
Great Falls, MT
AUM
$41.84B
Team
410 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
406-727-4200
INVESTMENT MANAGEMENT GROUP
Billings, MT
AUM
$5.24B
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
406-655-3960
DAVIDSON INVESTMENT ADVISORS, INC.
Great Falls, MT
AUM
$5.20B
Team
13 advisors
Clients
0
Fees
Percentage of AUM
406-727-6111
AUM
$3.70B
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
406-595-7712
STACK FINANCIAL MANAGEMENT INC
Whitefish, MT
AUM
$1.99B
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM
406-862-8000
BITTERROOT CAPITAL ADVISORS LLC
Bozeman, MT
AUM
$1.78B
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
406-556-8200
ALLIED INVESTMENT ADVISORS LLC
Billings, MT
AUM
$1.49B
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
406-839-2037
XYPN INVEST
Bozeman, MT
AUM
$881.5M
Team
55 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(360) 301-7579
FRONT STREET CAPITAL MANAGEMENT, INC.
Missoula, MT
AUM
$862.0M
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
406.541.0130
DESTRA CAPITAL ADVISORS LLC
Bozeman, MT
AUM
$463.8M
Team
12 advisors
Clients
—
Fees
Percentage of AUM
877-855-3434
MAIN LINE RETIREMENT ADVISORS, LLC
Whitefish, MT
AUM
$448.6M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-480-8681
EVERGREEN WEALTH PARTNERS LLC
Kalispell, MT
AUM
$405.2M
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
406-862-4400
SGL INVESTMENT ADVISORS, INC.
Missoula, MT
AUM
$391.6M
Team
6 advisors
Clients
—
Fees
Percentage of AUM
406-721-0999
CAPSTONE WEALTH
Billings, MT
AUM
$354.3M
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
406-325-1500
PROFESSIONAL FINANCIAL MANAGEMENT, INC.
Bozeman, MT
AUM
$304.1M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
406-587-1604
WILLOW CREEK CAPITAL MANAGEMENT, INC.
Missoula, MT
AUM
$280.0M
Team
4 advisors
Clients
—
Fees
Percentage of AUM
406-830-3286
CLADIS INVESTMENT ADVISORY LLC
Billings, MT
AUM
$242.6M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
406-259-4939
PIEDMONT CAPITAL MANAGEMENT, LLC
Whitefish, MT
AUM
$231.8M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
406-862-9400
AUM
$204.8M
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(212) 488-1701
LIFE PLANNING ADVISORS LLC
Bigfork, MT
AUM
$169.2M
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
760-918-0304
BIG SKY WEALTH ADVISORS, LLC
Great Falls, MT
AUM
$134.6M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
406-315-2627
NORTHFORK ADVISORS
Bozeman, MT
AUM
$107.6M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
406-579-0334
BERGEN PARK CAPITAL MANAGEMENT, LLC
Bigfork, MT
AUM
$99.3M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
954 980 5626
WILDRYE FINANCIAL
Bigfork, MT
AUM
$90.5M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
406-207-5610
Cities in Montana
Browse financial advisors by city across Montana
The Montana advisor database on Falists
Every listing is sourced from the SEC Investment Adviser Public Disclosure database. We surface what matters — firm name, website, fees, team size, specialties, and assets under management — so you can compare and choose with confidence.