How many financial advisors are in Kalispell, Montana?

Falists lists 6 registered investment advisers with a principal office or filing address in Kalispell, Montana, based on public SEC IAPD data.

How do financial advisors in Kalispell charge fees?

Fee structures vary by firm. In Kalispell, 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 Kalispell?

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 · 6 advisers

Financial Advisors in Kalispell, Montana

Looking for a financial advisor in Kalispell, Montana? Falists indexes 6 SEC-registered and state-registered investment advisers in Kalispell — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $405.2M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$405.2M

Financial planning

Filter by specialty

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

All Wealth5 Planning5 Trusts4 Retirement2 Institutional3

Top advisors in Kalispell

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

View all 6 →

EVERGREEN WEALTH PARTNERS LLC

Kalispell, MT

AUM

$405.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

4 advisors

Clients

Fees

Percentage of AUM; Hourly charges

406-862-4400

Full profile Visit site →

ASCENT WEALTH MANAGEMENT

Kalispell, MT

AUM

$54.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

406-314-4009

Full profile Visit site →

GLACIER INVESTMENT MANAGEMENT

Kalispell, MT

AUM

$45.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

406-890-7155

Full profile Visit site →

ENTRUSTED WEALTH

Kalispell, MT

AUM

$7.5M

Financial PlanningWealth MgmtInstitutional

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

406-909-4119

Full profile Visit site →

NETWORK CAPITAL

Kalispell, MT

AUM

—

Financial PlanningWealth MgmtInstitutional

Team

1 advisors

Clients

Fees

Percentage of AUM; Fixed fees

(406) 416-4620

Full profile Visit site →

SWAGAR CAPITAL MANAGEMENT LLC

Kalispell, MT

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

858-329-3145

Full profile Visit site →

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Common questions

How many financial advisors are in Kalispell, Montana?: 6 registered investment advisers are listed in our Kalispell directory, sourced from public SEC filings.
What types of advisors are in Kalispell?: 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 Kalispell?: 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.