How many financial advisors are in Whitefish, Montana?

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

How do financial advisors in Whitefish charge fees?

Fee structures vary by firm. In Whitefish, 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 Whitefish?

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 Whitefish, Montana

Looking for a financial advisor in Whitefish, Montana? Falists indexes 6 SEC-registered and state-registered investment advisers in Whitefish — 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 $1.99B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.99B

Financial planning

Filter by specialty

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

All Wealth5 Planning4 Trusts5 Retirement4 Institutional3

Top advisors in Whitefish

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

View all 6 →

STACK FINANCIAL MANAGEMENT INC

Whitefish, MT

AUM

$1.99B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

7 advisors

Clients

51-100

Fees

Percentage of AUM

406-862-8000

Full profile Visit site →

MAIN LINE RETIREMENT ADVISORS, LLC

Whitefish, MT

AUM

$448.6M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

800-480-8681

Full profile Visit site →

PIEDMONT CAPITAL MANAGEMENT, LLC

Whitefish, MT

AUM

$231.8M

Financial PlanningWealth MgmtTrusts & Estates

Team

3 advisors

Clients

251-500

Fees

Percentage of AUM

406-862-9400

Full profile Visit site →

GLACIERWEALTH

Whitefish, MT

AUM

$41.5M

Wealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

800-416-1063

Full profile Visit site →

CLEARSTONE WEALTH MANAGEMENT, LLC

Whitefish, MT

AUM

$30.1M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

866-328-6297

Full profile Visit site →

TWO BEAR CAPITAL OPERATIONS, LLC

Whitefish, MT

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

406-752-1237

Full profile Visit site →

More cities in Montana

Bozeman (22)Missoula (10)Billings (9)Kalispell (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 Whitefish, Montana?: 6 registered investment advisers are listed in our Whitefish directory, sourced from public SEC filings.
What types of advisors are in Whitefish?: 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 Whitefish?: 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.