Investment adviser firms in Montana
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
24 firms · Source months shown: August 2026
- ALLIED INVESTMENT ADVISORS LLCCRD 159103 · BILLINGS, MT$1,488,036,876.00Regulatory AUM · August 2026
- BERGEN PARK CAPITAL MANAGEMENT, LLCCRD 315162 · BIGFORK, MT$99,265,903.00Regulatory AUM · August 2026
- BIG SKY WEALTH ADVISORS, LLCCRD 321272 · GREAT FALLS, MT$134,642,094.00Regulatory AUM · August 2026
- BITTERROOT CAPITAL ADVISORS LLCCRD 109088 · BOZEMAN, MT$1,780,038,798.00Regulatory AUM · August 2026
- CAPSTONE WEALTH MANAGEMENT, INC.CRD 130128 · BILLINGS, MT$354,276,732.00Regulatory AUM · August 2026
- CLADIS INVESTMENT ADVISORY LLCCRD 153873 · BILLINGS, MT$242,614,579.00Regulatory AUM · August 2026
- D.A. DAVIDSON & CO.CRD 199 · GREAT FALLS, MT$41,839,245,699.00Regulatory AUM · August 2026
- DAVIDSON INVESTMENT ADVISORS, INC.CRD 110552 · GREAT FALLS, MT$5,200,170,370.00Regulatory AUM · August 2026
- DESTRA CAPITAL ADVISORS LLCCRD 148574 · BOZEMAN, MT$463,846,135.00Regulatory AUM · August 2026
- DFC PREFERRED ADVISORS LLCCRD 309927 · BOZEMAN, MT$228,689,025.00Regulatory AUM · August 2026
- EVERGREEN WEALTH PARTNERS LLCCRD 335451 · KALISPELL, MT$405,219,640.00Regulatory AUM · August 2026
- FRONT STREET CAPITAL MANAGEMENT, INC.CRD 141974 · MISSOULA, MT$862,000,000.00Regulatory AUM · August 2026
- LIFE PLANNING ADVISORS LLCCRD 151292 · BIGFORK, MT$169,160,654.00Regulatory AUM · August 2026
- LUCENT FINANCIAL LLCCRD 342137 · BOZEMAN, MTNot availableRegulatory AUM · August 2026
- MAIN LINE RETIREMENT ADVISORS, LLCCRD 284780 · WHITEFISH, MT$448,606,506.00Regulatory AUM · August 2026
- NETWORK CAPITAL LLCCRD 342019 · KALISPELL, MTNot availableRegulatory AUM · August 2026
- PIEDMONT CAPITAL MANAGEMENT, LLCCRD 165775 · WHITEFISH, MT$231,829,166.00Regulatory AUM · August 2026
- PROFESSIONAL FINANCIAL MANAGEMENT, INC.CRD 118117 · BOZEMAN, MT$304,096,440.00Regulatory AUM · August 2026
- SGL INVESTMENT ADVISORS, INC.CRD 145167 · MISSOULA, MT$391,569,109.00Regulatory AUM · August 2026
- STACK FINANCIAL MANAGEMENT INCCRD 106785 · WHITEFISH, MT$1,992,243,735.00Regulatory AUM · August 2026
- STEWART & ASSOCIATES, PLLCCRD 159486 · MISSOULA, MTNot availableRegulatory AUM · August 2026
- STOCKMAN WEALTH MANAGEMENT, INC.CRD 122166 · BILLINGS, MT$5,235,996,694.00Regulatory AUM · August 2026
- WILLOW CREEK CAPITAL MANAGEMENT, INC.CRD 333911 · MISSOULA, MT$280,030,435.00Regulatory AUM · August 2026
- XY INVESTMENT SOLUTIONS, LLCCRD 285967 · BOZEMAN, MT$881,503,781.00Regulatory AUM · August 2026