Best Financial Advisors in BILLINGS, Montana
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$1.5B
Median AUM
4
Firms Listed
in our database
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Top Rated Established Verified4 firms shown
Top-Ranked Advisors in BILLINGS
#1
90
ALLIED INVESTMENT ADVISORS LLC
BILLINGS, MT · Since 2014
$1.5B AUM11 clientsFee: 0%
FiduciaryFee-Only
#2
84
CAPSTONE WEALTH
BILLINGS, MT · Since 2025
$354M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
84
CLADIS INVESTMENT ADVISORY LLC
BILLINGS, MT · Since 2022
$243M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
83
INVESTMENT MANAGEMENT GROUP
BILLINGS, MT · Since 2002
$5.2B AUM23 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in BILLINGS?
The median advisory fee in BILLINGS, MT is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.