RIA Intelligence

Investment Advisers in Montana

41 registered firms

Sort by: AUM Name Employees Last Updated
D.A. DAVIDSON & CO.
CRD #199 GREAT FALLS, MT
SEC Disclosures
AUM
$36.2B
Employees
650
DAVIDSON INVESTMENT ADVISORS, INC.
CRD #110552 GREAT FALLS, MT
SEC
AUM
$5.2B
Employees
31
STOCKMAN WEALTH MANAGEMENT, INC.
CRD #122166 BILLINGS, MT
SEC
AUM
$5.1B
Employees
30
STACK FINANCIAL MANAGEMENT INC
CRD #106785 WHITEFISH, MT
SEC
AUM
$1.9B
Employees
16
BITTERROOT CAPITAL ADVISORS LLC
CRD #109088 BOZEMAN, MT
SEC
AUM
$1.5B
Employees
8
ALLIED INVESTMENT ADVISORS LLC
CRD #159103 BILLINGS, MT
SEC
AUM
$1.1B
Employees
10
FRONT STREET CAPITAL MANAGEMENT, INC.
CRD #141974 MISSOULA, MT
SEC
AUM
$614M
Employees
6
DESTRA CAPITAL ADVISORS LLC
CRD #148574 BOZEMAN, MT
SEC
AUM
$414.2M
Employees
13
MAIN LINE RETIREMENT ADVISORS, LLC
CRD #284780 WHITEFISH, MT
SEC
AUM
$394.2M
Employees
3
SGL INVESTMENT ADVISORS, INC.
CRD #145167 MISSOULA, MT
SEC
AUM
$391.6M
Employees
7
EVERGREEN WEALTH PARTNERS LLC
CRD #335451 KALISPELL, MT
SEC
AUM
$360.1M
Employees
9
TNF LLC
CRD #309126 BILLINGS, MT
SEC
AUM
$357.4M
Employees
6
XY INVESTMENT SOLUTIONS, LLC
CRD #285967 BOZEMAN, MT
SEC
AUM
$321M
Employees
33
CAPSTONE WEALTH MANAGEMENT, INC.
CRD #130128 BILLINGS, MT
SEC
AUM
$301.1M
Employees
6
DAVIDSON TRUST CO.
CRD #110922 GREAT FALLS, MT
SEC
AUM
$292.4M
Employees
--
PROFESSIONAL FINANCIAL MANAGEMENT, INC.
CRD #118117 BOZEMAN, MT
SEC
AUM
$265.3M
Employees
2
LOVELESS WEALTH MANAGEMENT, LLC
CRD #110024 BILLINGS, MT
SEC
AUM
$264.6M
Employees
3
DFC PREFERRED ADVISORS LLC
CRD #309927 BOZEMAN, MT
SEC
AUM
$245.4M
Employees
3
PEAK INVESTMENT MANAGEMENT, LTD.
CRD #107918 MISSOULA, MT
SEC
AUM
$207.5M
Employees
3
CLADIS INVESTMENT ADVISORY LLC
CRD #153873 BILLINGS, MT
SEC
AUM
$206.6M
Employees
2
PIEDMONT CAPITAL MANAGEMENT, LLC
CRD #165775 WHITEFISH, MT
SEC
AUM
$200.1M
Employees
2
LIFE PLANNING ADVISORS LLC
CRD #151292 BIGFORK, MT
SEC
AUM
$154M
Employees
4
BIG SKY WEALTH ADVISORS, LLC
CRD #321272 GREAT FALLS, MT
SEC
AUM
$121.4M
Employees
2
ANNACO INVESTMENT MANAGEMENT
CRD #110335 HELENA, MT
SEC Disclosures
AUM
$87.3M
Employees
1
HORIZON CAPITAL PARTNERS LLC
CRD #114946 BILLINGS, MT
SEC
AUM
$70.3M
Employees
1