AdvisorGrade

Financial advisers in Missoula, MT

4 registered investment adviser firms in Missoula managing $1.5B in assets, based on public SEC Form ADV filings.

Front Street Capital Management, INC.

Missoula, MT · Est. 2007

Local
Fee-based
AUM
$862M
Per adviser
$216M
Advisers
4

No reported disclosures

Sgl Investment Advisors, INC.

Missoula, MT · Est. 2014

Local
Fee-only
AUM
$392M
Per adviser
$65M
Advisers
6

No reported disclosures

Willow Creek Capital Management, INC.

Missoula, MT · Est. 2025

Local
Fee-only
AUM
$280M
Per adviser
$70M
Advisers
4

No reported disclosures

Pathfinder Planning And Investments

Missoula, MT · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
2

No reported disclosures