Investment advisers in MT

24 SEC-registered firms · $63.53 billion in regulatory assets · 2 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

Firm	City	Assets	Disclosures
Allied Investment Advisors LLC	Billings	$1.49 billion	0
Bergen Park Capital Management, LLC	Bigfork	$99.3 million	0
Big Sky Wealth Advisors, LLC	Great Falls	$134.6 million	0
Bitterroot Capital Advisors LLC	Bozeman	$1.78 billion	0
Capstone Wealth	Billings	$354.3 million	0
Cladis Investment Advisory LLC	Billings	$242.6 million	0
D.A. Davidson & Co.	Great Falls	$41.84 billion	8
Davidson Investment Advisors, Inc.	Great Falls	$5.20 billion	0
Destra Capital Advisors LLC	Bozeman	$463.8 million	0
Dfc Preferred Advisors LLC	Bozeman	$228.7 million	0
Evergreen Wealth Partners LLC	Kalispell	$405.2 million	0
Front Street Capital Management, Inc.	Missoula	$862.0 million	0
Investment Management Group	Billings	$5.24 billion	0
Life Planning Advisors LLC	Bigfork	$169.2 million	0
Main Line Retirement Advisors, LLC	Whitefish	$448.6 million	0
Network Capital	Kalispell	$0	0
Pathfinder Planning and Investments	Missoula	$122.3 million	0
Piedmont Capital Management, LLC	Whitefish	$231.8 million	0
Professional Financial Management, Inc.	Bozeman	$304.1 million	0
Sgl Investment Advisors, Inc.	Missoula	$391.6 million	0
Springhill Wealth Management, LLC	Bozeman	$0	0
Stack Financial Management Inc	Whitefish	$1.99 billion	0
Willow Creek Capital Management, Inc.	Missoula	$280.0 million	0
Xypn Sapphire	Bozeman	$1.25 billion	4