Investment advisers in Montana
24 SEC-registered advisers with a main office in Montana, ordered by regulatory AUM.
| Firm | City | Reg. AUM | Funds |
|---|
| D.a. Davidson & Co. | Great Falls | $41.84B | — |
| Stockman Wealth Management, Inc. | Billings | $5.24B | — |
| Davidson Investment Advisors, Inc. | Great Falls | $5.2B | — |
| Stack Financial Management Inc | Whitefish | $1.99B | — |
| Bitterroot Capital Advisors LLC | Bozeman | $1.78B | — |
| Allied Investment Advisors LLC | Billings | $1.49B | — |
| Xy Investment Solutions, LLC | Bozeman | $881.5M | — |
| Front Street Capital Management, Inc. | Missoula | $862M | — |
| Destra Capital Advisors LLC | Bozeman | $463.8M | — |
| Main Line Retirement Advisors, LLC | Whitefish | $448.6M | — |
| Evergreen Wealth Partners LLC | Kalispell | $405.2M | — |
| Sgl Investment Advisors, Inc. | Missoula | $391.6M | — |
| Capstone Wealth Management, Inc. | Billings | $354.3M | — |
| Professional Financial Management, Inc. | Bozeman | $304.1M | — |
| Willow Creek Capital Management, Inc. | Missoula | $280M | — |
| Cladis Investment Advisory LLC | Billings | $242.6M | — |
| Piedmont Capital Management, LLC | Whitefish | $231.8M | — |
| Dfc Preferred Advisors LLC | Bozeman | $228.7M | — |
| Life Planning Advisors LLC | Bigfork | $169.2M | — |
| Big Sky Wealth Advisors, LLC | Great Falls | $134.6M | — |
| Bergen Park Capital Management, LLC | Bigfork | $99.3M | 1 |
| Lucent Financial LLC | Bozeman | — | — |
| Network Capital LLC | Kalispell | — | — |
| Stewart & Associates, PLLC | Missoula | — | — |