Best Financial Advisors in BOZEMAN, Montana
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$464M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in BOZEMAN
#1
100
BITTERROOT CAPITAL ADVISORS LLC
BOZEMAN, MT · Since 2000
$1.8B AUM7 clientsFee: 0%
FiduciaryFee-Only
#2
100
PROFESSIONAL FINANCIAL MANAGEMENT, INC.
BOZEMAN, MT · Since 2025
$304M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100
DESTRA CAPITAL ADVISORS LLC
BOZEMAN, MT · Since 2010
$464M AUM12 clientsFee: 0%
FiduciaryFee-Only
#4
100
DFC PREFERRED ADVISORS LLC
BOZEMAN, MT · Since 2020
$229M AUM2 clientsFee: 0%
FiduciaryFee-Only
#5
85
XYPN INVEST
BOZEMAN, MT · Since 2020
$882M AUM55 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in BOZEMAN?
The median advisory fee in BOZEMAN, MT is 0.95% of assets under management per year, based on Form ADV filings from 5 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.