Registered investment advisers in Montana
24 firms in Montana representing $63.0B in assets under management, sourced from public SEC Form ADV filings.
Cities
D.A. Davidson & Co.
Great Falls, MT · Est. 1994
- AUM
- $41.8B
- Per adviser
- $102M
- Advisers
- 410
Investment Management Group
Billings, MT · Est. 2002
- AUM
- $5.2B
- Per adviser
- $228M
- Advisers
- 23
No reported disclosures
Davidson Investment Advisors, INC.
Great Falls, MT · Est. 1975
- AUM
- $5.2B
- Per adviser
- $400M
- Advisers
- 13
No reported disclosures
Stack Financial Management INC
Whitefish, MT · Est. 1994
- AUM
- $2.0B
- Per adviser
- $285M
- Advisers
- 7
No reported disclosures
Bitterroot Capital Advisors LLC
Bozeman, MT · Est. 2000
- AUM
- $1.8B
- Per adviser
- $254M
- Advisers
- 7
No reported disclosures
Allied Investment Advisors LLC
Billings, MT · Est. 2014
- AUM
- $1.5B
- Per adviser
- $135M
- Advisers
- 11
No reported disclosures
Xypn Invest
Bozeman, MT · Est. 2020
- AUM
- $882M
- Per adviser
- $16M
- Advisers
- 56
No reported disclosures
Front Street Capital Management, INC.
Missoula, MT · Est. 2007
- AUM
- $862M
- Per adviser
- $216M
- Advisers
- 4
No reported disclosures
Destra Capital Advisors LLC
Bozeman, MT · Est. 2010
- AUM
- $464M
- Per adviser
- $39M
- Advisers
- 12
No reported disclosures
Main Line Retirement Advisors, LLC
Whitefish, MT · Est. 2016
- AUM
- $449M
- Per adviser
- $224M
- Advisers
- 2
No reported disclosures
Evergreen Wealth Partners LLC
Kalispell, MT · Est. 2025
- AUM
- $405M
- Per adviser
- $101M
- Advisers
- 4
No reported disclosures
Sgl Investment Advisors, INC.
Missoula, MT · Est. 2014
- AUM
- $392M
- Per adviser
- $65M
- Advisers
- 6
No reported disclosures
Capstone Wealth
Billings, MT · Est. 2025
- AUM
- $354M
- Per adviser
- $89M
- Advisers
- 4
No reported disclosures
Professional Financial Management, INC.
Bozeman, MT · Est. 2025
- AUM
- $304M
- Per adviser
- $152M
- Advisers
- 2
No reported disclosures
Willow Creek Capital Management, INC.
Missoula, MT · Est. 2025
- AUM
- $280M
- Per adviser
- $70M
- Advisers
- 4
No reported disclosures
Cladis Investment Advisory LLC
Billings, MT · Est. 2022
- AUM
- $243M
- Per adviser
- $81M
- Advisers
- 3
No reported disclosures
Piedmont Capital Management, LLC
Whitefish, MT · Est. 2021
- AUM
- $232M
- Per adviser
- $77M
- Advisers
- 3
No reported disclosures
Dfc Preferred Advisors LLC
Bozeman, MT · Est. 2020
- AUM
- $229M
- Per adviser
- $114M
- Advisers
- 2
No reported disclosures
Life Planning Advisors LLC
Bigfork, MT · Est. 2022
- AUM
- $169M
- Per adviser
- $42M
- Advisers
- 4
No reported disclosures
Big Sky Wealth Advisors, LLC
Great Falls, MT · Est. 2024
- AUM
- $135M
- Per adviser
- $67M
- Advisers
- 2
No reported disclosures
Bergen Park Capital Management, LLC
Bigfork, MT · Est. 2024
- AUM
- $99M
- Per adviser
- $50M
- Advisers
- 2
No reported disclosures
Lucent Financial
Bozeman, MT · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Network Capital
Kalispell, MT · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Pathfinder Planning And Investments
Missoula, MT · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures