Financial advisers in Bozeman, MT
6 registered investment adviser firms in Bozeman managing $3.7B in assets, based on public SEC Form ADV filings.
Bitterroot Capital Advisors LLC
Bozeman, MT · Est. 2000
LocalInternational
- AUM
- $1.8B
- Per adviser
- $254M
- Advisers
- 7
No reported disclosures
Xypn Invest
Bozeman, MT · Est. 2020
National
- AUM
- $882M
- Per adviser
- $16M
- Advisers
- 56
No reported disclosures
Destra Capital Advisors LLC
Bozeman, MT · Est. 2010
Local
- AUM
- $464M
- Per adviser
- $39M
- Advisers
- 12
No reported disclosures
Professional Financial Management, INC.
Bozeman, MT · Est. 2025
Local
- AUM
- $304M
- Per adviser
- $152M
- Advisers
- 2
No reported disclosures
Dfc Preferred Advisors LLC
Bozeman, MT · Est. 2020
Local
- AUM
- $229M
- Per adviser
- $114M
- Advisers
- 2
No reported disclosures
Lucent Financial
Bozeman, MT · Est. 2026
Local
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures