Best Financial Advisors in Montana
24 SEC-registered advisory firms across 8 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.
Cities in Montana
Top-Ranked Firms in Montana
BITTERROOT CAPITAL ADVISORS LLC
BOZEMAN, MT · Since 2000
PROFESSIONAL FINANCIAL MANAGEMENT, INC.
BOZEMAN, MT · Since 2025
CAPSTONE WEALTH
BILLINGS, MT · Since 2025
DESTRA CAPITAL ADVISORS LLC
BOZEMAN, MT · Since 2010
LIFE PLANNING ADVISORS LLC
BIGFORK, MT · Since 2022
CLADIS INVESTMENT ADVISORY LLC
BILLINGS, MT · Since 2022
ALLIED INVESTMENT ADVISORS LLC
BILLINGS, MT · Since 2014
PATHFINDER PLANNING AND INVESTMENTS
MISSOULA, MT · Since 2026
PIEDMONT CAPITAL MANAGEMENT, LLC
WHITEFISH, MT · Since 2021
MAIN LINE RETIREMENT ADVISORS, LLC
WHITEFISH, MT · Since 2016
DFC PREFERRED ADVISORS LLC
BOZEMAN, MT · Since 2020
WILLOW CREEK CAPITAL MANAGEMENT, INC.
MISSOULA, MT · Since 2025
NETWORK CAPITAL
KALISPELL, MT · Since 2026
LUCENT FINANCIAL
BELGRADE, MT · Since 2026
STACK FINANCIAL MANAGEMENT INC
WHITEFISH, MT · Since 1994
DAVIDSON INVESTMENT ADVISORS, INC.
GREAT FALLS, MT · Since 1975
INVESTMENT MANAGEMENT GROUP
BILLINGS, MT · Since 2002
FRONT STREET CAPITAL MANAGEMENT, INC.
MISSOULA, MT · Since 2007
SGL INVESTMENT ADVISORS, INC.
MISSOULA, MT · Since 2014
BERGEN PARK CAPITAL MANAGEMENT, LLC
BIGFORK, MT · Since 2024
BIG SKY WEALTH ADVISORS, LLC
GREAT FALLS, MT · Since 2024
EVERGREEN WEALTH PARTNERS LLC
KALISPELL, MT · Since 2025
XYPN INVEST
BOZEMAN, MT · Since 2020
D.A. DAVIDSON & CO.
GREAT FALLS, MT · Since 1994
About Financial Advisors in Montana
How many financial advisors are registered in Montana?
There are 24 SEC-registered investment advisory firms in Montana, spread across 8 cities. This includes firms managing $100 million or more in client assets.
What is the average financial advisor fee in Montana?
The median advisory fee in Montana is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.
How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.
Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.