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
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Top Rated Established Verified4 firms shown
Top-Ranked Advisors in MISSOULA
#1
82
WILLOW CREEK CAPITAL MANAGEMENT, INC.
MISSOULA, MT · Since 2025
$280M AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
81
PATHFINDER PLANNING AND INVESTMENTS
MISSOULA, MT · Since 2026
$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
79
FRONT STREET CAPITAL MANAGEMENT, INC.
MISSOULA, MT · Since 2007
$862M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
72
SGL INVESTMENT ADVISORS, INC.
MISSOULA, MT · Since 2014
$392M AUM6 clientsFee: 0%
Broker-Dealer
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 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.