Best Financial Advisors in GREAT FALLS, Montana
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$5.2B
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in GREAT FALLS
#1
82
DAVIDSON INVESTMENT ADVISORS, INC.
GREAT FALLS, MT · Since 1975
$5.2B AUM13 clientsFee: 0%
FiduciaryFee-Only
#2
74
BIG SKY WEALTH ADVISORS, LLC
GREAT FALLS, MT · Since 2024
$135M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
D.A. DAVIDSON & CO.
GREAT FALLS, MT · Since 1994
$41.8B AUM410 clientsFee: 0%
Broker-Dealer7 complaints
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 GREAT FALLS?
The median advisory fee in GREAT FALLS, MT is 0.95% of assets under management per year, based on Form ADV filings from 3 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.