Best Financial Advisors in MISSOULA, Montana
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$392M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in MISSOULA
#1
100
PATHFINDER PLANNING AND INVESTMENTS
MISSOULA, MT · Since 2026
$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100
WILLOW CREEK CAPITAL MANAGEMENT, INC.
MISSOULA, MT · Since 2025
$280M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
95
FRONT STREET CAPITAL MANAGEMENT, INC.
MISSOULA, MT · Since 2007
$862M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
95
SGL INVESTMENT ADVISORS, INC.
MISSOULA, MT · Since 2014
$392M AUM6 clientsFee: 0%
Broker-Dealer
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 MISSOULA?
The median advisory fee in MISSOULA, 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.