Investment advisers in Bozeman, MT

6 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in MT

Firm	Assets	Employees	Disclosures
Bitterroot Capital Advisors LLC	$1.78 billion	7	0
Xypn Sapphire	$1.25 billion	69	4
Destra Capital Advisors LLC	$463.8 million	12	0
Professional Financial Management, Inc.	$304.1 million	2	0
Dfc Preferred Advisors LLC	$228.7 million	3	0
Springhill Wealth Management, LLC	$0	1	0