Montana · 3 advisers
Financial Advisors in Great Falls, Montana
Looking for a financial advisor in Great Falls, Montana? Falists indexes 3 SEC-registered and state-registered investment advisers in Great Falls — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $41.84B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$41.84B
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Great Falls
Ranked by AUM · Fees, team & specialties at a glance
D.A. DAVIDSON & CO.
Great Falls, MT
AUM
$41.84B
Team
410 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
406-727-4200
DAVIDSON INVESTMENT ADVISORS, INC.
Great Falls, MT
AUM
$5.20B
Team
13 advisors
Clients
0
Fees
Percentage of AUM
406-727-6111
BIG SKY WEALTH ADVISORS, LLC
Great Falls, MT
AUM
$134.6M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
406-315-2627
More cities in Montana
Common questions
- How many financial advisors are in Great Falls, Montana?
- 3 registered investment advisers are listed in our Great Falls directory, sourced from public SEC filings.
- What types of advisors are in Great Falls?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Great Falls?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.