Montana · 22 advisers
Financial Advisors in Bozeman, Montana
Looking for a financial advisor in Bozeman, Montana? Falists indexes 22 SEC-registered and state-registered investment advisers in Bozeman — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 16 firms list a website you can visit directly. Firms in this directory manage up to $1.78B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
22
With website
16
Largest AUM
$1.78B
Financial planning
13
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Bozeman
Ranked by AUM · Fees, team & specialties at a glance
BITTERROOT CAPITAL ADVISORS LLC
Bozeman, MT
AUM
$1.78B
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
406-556-8200
XYPN INVEST
Bozeman, MT
AUM
$881.5M
Team
55 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(360) 301-7579
DESTRA CAPITAL ADVISORS LLC
Bozeman, MT
AUM
$463.8M
Team
12 advisors
Clients
—
Fees
Percentage of AUM
877-855-3434
PROFESSIONAL FINANCIAL MANAGEMENT, INC.
Bozeman, MT
AUM
$304.1M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
406-587-1604
NORTHFORK ADVISORS
Bozeman, MT
AUM
$107.6M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
406-579-0334
ARKELL ASSET MANAGEMENT, LLC
Bozeman, MT
AUM
$75.0M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
1-406-577-2006
MONTEITH WEALTH
Bozeman, MT
AUM
$73.7M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
406-613-7575
SOLID ROCK WEALTH MANAGEMENT
Bozeman, MT
AUM
$49.1M
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
406-582-1264
MOUNTAIN WEALTH MANAGEMENT, LLC
Bozeman, MT
AUM
$43.0M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
406-223-4311
COCREATE FINANCIAL
Bozeman, MT
AUM
$37.7M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
406-206-7571
JCG ADVISORY GROUP, LLC
Bozeman, MT
AUM
$33.7M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(855) 452-4552
BLACKMORE FINANCIAL SOLUTIONS
Bozeman, MT
AUM
$25.8M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
4065772277
GROUP W INVESTMENT MANAGEMENT LLC
Bozeman, MT
AUM
$20.9M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
406-994-9321
LUCENT FINANCIAL
Bozeman, MT
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM
406-750-3515
DFC PREFERRED ADVISORS LLC
Bozeman, MT
AUM
$228.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
877-855-3434
BLACK CAT WEALTH
Bozeman, MT
AUM
$9.6M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
406-587-5587
HOLMES & TURNER FINANCIAL SERVICES, INC.
Bozeman, MT
AUM
—
Team
1 advisors
Clients
—
Fees
REFERRAL FEES
720-943-8922
MONTANA LANDVEST, INC.
Bozeman, MT
AUM
—
Team
1 advisors
Clients
—
Fees
SOLICITOR/REFERRAL FEES FROM 3RD PARTY INVESTMENT ADVISOR FIRM
406-586-0356
More cities in Montana
Common questions
- How many financial advisors are in Bozeman, Montana?
- 22 registered investment advisers are listed in our Bozeman directory, sourced from public SEC filings.
- What types of advisors are in Bozeman?
- 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 Bozeman?
- 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.