Falists

Montana · 10 advisers

Financial Advisors in Missoula, Montana

Looking for a financial advisor in Missoula, Montana? Falists indexes 10 SEC-registered and state-registered investment advisers in Missoula — 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 $862.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

10

With website

6

Largest AUM

$862.0M

Financial planning

5

Filter by specialty

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

AllWealth8Planning5Trusts6Retirement2Institutional3

Top advisors in Missoula

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

View all 10 →

PORTFOLIO LOGIX, LLC

Missoula, MT

AUM

$39.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

406-552-4507

Full profileNo website

More cities in Montana

Bozeman (22)Billings (9)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 Missoula, Montana?
10 registered investment advisers are listed in our Missoula directory, sourced from public SEC filings.
What types of advisors are in Missoula?
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 Missoula?
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.