RIA Intelligence

Investment Advisers in Montana

41 registered firms

Sort by: AUM Name Employees Last Updated
NEXT FRONTIER CAPITAL MC, LLC
CRD #221524 BOZEMAN, MT
Private Funds
AUM
--
Employees
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VALUE PARTNERS LLC
CRD #319676 BOZEMAN, MT
Private Funds
AUM
--
Employees
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KLIPSPRINGER CAPITAL MANAGEMENT, LLC
CRD #334418 BOZEMAN, MT
Private Funds
AUM
--
Employees
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BIG SKY CAPITAL GROUP LLC
CRD #328676 FAIRFIELD, MT
Private Funds
AUM
--
Employees
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ESTEP, GEETING, AND WEBER CAPITAL MANAGEMENT,INC.
CRD #333911 MISSOULA, MT
SEC
AUM
--
Employees
4
NATIONAL INSTITUTE OF CERTIFIED COLLEGE PLANNERS, LLC
CRD #143692 PLENTYWOOD, MT
SEC
AUM
--
Employees
5
STAPLETON & CO., LLC DBA STAPLETON FINANCIAL GROUP
CRD #284716 BILLINGS, MT
SEC
AUM
$0
Employees
1
THEMONEYMD.COM, LLC
CRD #288761 POLSON, MT
SEC
AUM
$0
Employees
1
MYSCOUT PBC
CRD #293180 RED LODGE, MT
SEC
AUM
$0
Employees
2
JCG CONSULTING, INC.
CRD #299970 BOZEMAN, MT
SEC
AUM
$2M
Employees
2
HARGIS CAPITAL MANAGEMENT
CRD #124604 BOZEMAN, MT
SEC
AUM
$31.3M
Employees
5
ALDEN INTERNATIONAL CORPORATION
CRD #136055 BOZEMAN, MT
SEC
AUM
$36.5M
Employees
5
BLACKHAWK MANAGEMENT, INC
CRD #116351 GREAT FALLS, MT
SEC
AUM
$39.4M
Employees
5
CRESCENT CAPITAL MANAGEMENT CO
CRD #107292 WHITEFISH, MT
SEC
AUM
$41.9M
Employees
5
JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
CRD #118867 KALISPELL, MT
SEC
AUM
$43.3M
Employees
1
MONTANA INVESTMENT ADVISORS INC
CRD #106377 BOZEMAN, MT
SEC
AUM
$46.4M
Employees
1
HORIZON CAPITAL PARTNERS LLC
CRD #114946 BILLINGS, MT
SEC
AUM
$70.3M
Employees
1
ANNACO INVESTMENT MANAGEMENT
CRD #110335 HELENA, MT
SEC Disclosures
AUM
$87.3M
Employees
1
BIG SKY WEALTH ADVISORS, LLC
CRD #321272 GREAT FALLS, MT
SEC
AUM
$121.4M
Employees
2
LIFE PLANNING ADVISORS LLC
CRD #151292 BIGFORK, MT
SEC
AUM
$154M
Employees
4
PIEDMONT CAPITAL MANAGEMENT, LLC
CRD #165775 WHITEFISH, MT
SEC
AUM
$200.1M
Employees
2
CLADIS INVESTMENT ADVISORY LLC
CRD #153873 BILLINGS, MT
SEC
AUM
$206.6M
Employees
2
PEAK INVESTMENT MANAGEMENT, LTD.
CRD #107918 MISSOULA, MT
SEC
AUM
$207.5M
Employees
3
DFC PREFERRED ADVISORS LLC
CRD #309927 BOZEMAN, MT
SEC
AUM
$245.4M
Employees
3
LOVELESS WEALTH MANAGEMENT, LLC
CRD #110024 BILLINGS, MT
SEC
AUM
$264.6M
Employees
3