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
Top-Ranked Advisors in GREAT FALLS
#1
95
DAVIDSON INVESTMENT ADVISORS, INC.
GREAT FALLS, MT · Since 1975
$5.2B AUM13 clientsFee: 0%
FiduciaryFee-Only
#2
95
BIG SKY WEALTH ADVISORS, LLC
GREAT FALLS, MT · Since 2024
$135M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
60
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 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 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.