Montana · 53 firms
Wealth Managers in Montana
Firms serving high-net-worth individuals and managing substantial portfolios. Browse 53 advisers in Montana matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Wealth Management firms in Montana
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
INVESTMENT MANAGEMENT GROUP
Billings, MT
AUM
$5.24B
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
406-655-3960
DAVIDSON INVESTMENT ADVISORS, INC.
Great Falls, MT
AUM
$5.20B
Team
13 advisors
Clients
0
Fees
Percentage of AUM
406-727-6111
AUM
$3.70B
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
406-595-7712
STACK FINANCIAL MANAGEMENT INC
Whitefish, MT
AUM
$1.99B
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM
406-862-8000
BITTERROOT CAPITAL ADVISORS LLC
Bozeman, MT
AUM
$1.78B
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
406-556-8200
ALLIED INVESTMENT ADVISORS LLC
Billings, MT
AUM
$1.49B
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
406-839-2037
XYPN INVEST
Bozeman, MT
AUM
$881.5M
Team
55 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(360) 301-7579
FRONT STREET CAPITAL MANAGEMENT, INC.
Missoula, MT
AUM
$862.0M
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
406.541.0130
DESTRA CAPITAL ADVISORS LLC
Bozeman, MT
AUM
$463.8M
Team
12 advisors
Clients
—
Fees
Percentage of AUM
877-855-3434
MAIN LINE RETIREMENT ADVISORS, LLC
Whitefish, MT
AUM
$448.6M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-480-8681
EVERGREEN WEALTH PARTNERS LLC
Kalispell, MT
AUM
$405.2M
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
406-862-4400
SGL INVESTMENT ADVISORS, INC.
Missoula, MT
AUM
$391.6M
Team
6 advisors
Clients
—
Fees
Percentage of AUM
406-721-0999
CAPSTONE WEALTH
Billings, MT
AUM
$354.3M
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
406-325-1500
PROFESSIONAL FINANCIAL MANAGEMENT, INC.
Bozeman, MT
AUM
$304.1M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
406-587-1604
WILLOW CREEK CAPITAL MANAGEMENT, INC.
Missoula, MT
AUM
$280.0M
Team
4 advisors
Clients
—
Fees
Percentage of AUM
406-830-3286
CLADIS INVESTMENT ADVISORY LLC
Billings, MT
AUM
$242.6M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
406-259-4939
PIEDMONT CAPITAL MANAGEMENT, LLC
Whitefish, MT
AUM
$231.8M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
406-862-9400
AUM
$204.8M
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(212) 488-1701
LIFE PLANNING ADVISORS LLC
Bigfork, MT
AUM
$169.2M
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
760-918-0304
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
NORTHFORK ADVISORS
Bozeman, MT
AUM
$107.6M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
406-579-0334
BERGEN PARK CAPITAL MANAGEMENT, LLC
Bigfork, MT
AUM
$99.3M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
954 980 5626
WILDRYE FINANCIAL
Bigfork, MT
AUM
$90.5M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
406-207-5610
66 total advisers in Montana. Browse all Montana advisors