How many financial advisors are in Billings, Montana?

Falists lists 9 registered investment advisers with a principal office or filing address in Billings, Montana, based on public SEC IAPD data.

How do financial advisors in Billings charge fees?

Fee structures vary by firm. In Billings, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Billings?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Montana · 9 advisers

Financial Advisors in Billings, Montana

Looking for a financial advisor in Billings, Montana? Falists indexes 9 SEC-registered and state-registered investment advisers in Billings — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $5.24B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$5.24B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth8 Planning6 Trusts7 Retirement2 Institutional3

Top advisors in Billings

Ranked by AUM · Fees, team & specialties at a glance

View all 9 →

INVESTMENT MANAGEMENT GROUP

Billings, MT

AUM

$5.24B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

23 advisors

Clients

51-100

Fees

Percentage of AUM · Fixed fees +1 more

406-655-3960

Full profile Visit site →

ALLIED INVESTMENT ADVISORS LLC

Billings, MT

AUM

$1.49B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

11 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

406-839-2037

Full profile Visit site →

CAPSTONE WEALTH

Billings, MT

AUM

$354.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

4 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

406-325-1500

Full profile Visit site →

CLADIS INVESTMENT ADVISORY LLC

Billings, MT

AUM

$242.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

406-259-4939

Full profile Visit site →

OPTIMA CAPITAL MANAGEMENT

Billings, MT

AUM

$36.8M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM; ESTIMATED FLAT PROJECT FEE STRATEGIC BUSINESS ADVISORY SERVICES

406-208-0208

Full profile Visit site →

BDL WEALTH MANAGEMENT PLLC

Billings, MT

AUM

$5.6M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

—

Fees

Percentage of AUM

406-694-1898

Full profile Visit site →

TTG FINANCIAL SERVICES, INC.

Billings, MT

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 employees

Clients

Fees

Hourly charges; Fixed fees

406-256-6112

Full profile Visit site →

STAPLETON FINANCIAL GROUP

Billings, MT

AUM

$15.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

406-655-3800

Full profileNo website

CFD INVESTMENT ADVISORY LLC

Billings, MT

AUM

Wealth Mgmt

Team

1 advisors

Clients

Fees

Percentage of AUM

406-974-2530

Full profileNo website

More cities in Montana

Bozeman (22)Missoula (10)Kalispell (6)Whitefish (6)Bigfork (3)Great Falls (3)Belgrade (1)Deer Lodge (1)Eureka (1)Fairfield (1)Hamilton (1)

Common questions

How many financial advisors are in Billings, Montana?: 9 registered investment advisers are listed in our Billings directory, sourced from public SEC filings.
What types of advisors are in Billings?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Billings?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.