D.A. DAVIDSON & CO.
Great Falls, MT
AUM
$41.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
410 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
406-727-4200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MT
38 advisers found
INVESTMENT MANAGEMENT GROUP
Billings, MT
AUM
$5.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
406-655-3960
STACK FINANCIAL MANAGEMENT INC
Whitefish, MT
AUM
$1.99B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM
406-862-8000
BITTERROOT CAPITAL ADVISORS LLC
Bozeman, MT
AUM
$1.78B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
406-556-8200
ALLIED INVESTMENT ADVISORS LLC
Billings, MT
AUM
$1.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
406-839-2037
XYPN INVEST
Bozeman, MT
AUM
$881.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
55 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(360) 301-7579
MAIN LINE RETIREMENT ADVISORS, LLC
Whitefish, MT
AUM
$448.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
406-862-4400
CAPSTONE WEALTH
Billings, MT
AUM
$354.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
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
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
406-587-1604
CLADIS INVESTMENT ADVISORY LLC
Billings, MT
AUM
$242.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
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
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
406-862-9400
AUM
$204.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(212) 488-1701
LIFE PLANNING ADVISORS LLC
Bigfork, MT
AUM
$169.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
406-315-2627
NORTHFORK ADVISORS
Bozeman, MT
AUM
$107.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
406-579-0334
WILDRYE FINANCIAL
Bigfork, MT
AUM
$90.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
406-207-5610
ARKELL ASSET MANAGEMENT, LLC
Bozeman, MT
AUM
$75.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
1-406-577-2006
MONTEITH WEALTH
Bozeman, MT
AUM
$73.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
406-613-7575
ASCENT WEALTH MANAGEMENT
Kalispell, MT
AUM
$54.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
406-314-4009
SOLID ROCK WEALTH MANAGEMENT
Bozeman, MT
AUM
$49.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
406-582-1264
GLACIER INVESTMENT MANAGEMENT
Kalispell, MT
AUM
$45.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
406-890-7155
MOUNTAIN WEALTH MANAGEMENT, LLC
Bozeman, MT
AUM
$43.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
406-223-4311
COCREATE FINANCIAL
Bozeman, MT
AUM
$37.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
406-206-7571
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