Top RIA Firms in Montana (2026)

    40 SEC-registered investment advisory firms headquartered in Montana — a combined $63.6B in assets under management, led by D.a. Davidson & Co. in Great Falls. Ranked by regulatory AUM from SEC Form ADV filings, as of 2026-07-06.

    D.a. Davidson & Co.
    Great Falls
    AUM $41.8B · 92,146 accounts
    Investment Management Group
    Billings
    AUM $5.2B · 3,098 accounts
    Davidson Investment Advisors, Inc.
    Great Falls
    AUM $5.2B · 4,407 accounts
    Stack Financial Management Inc
    Whitefish
    AUM $2B · 1,524 accounts
    Bitterroot Capital Advisors LLC
    Bozeman
    AUM $1.8B · 15 accounts
    Allied Investment Advisors LLC
    Billings
    AUM $1.5B · 2,411 accounts
    Xypn Invest
    Bozeman
    AUM $882M · 3,921 accounts
    Front Street Capital Management, Inc.
    Missoula
    AUM $862M · 1,207 accounts
    Destra Capital Advisors LLC
    Bozeman
    AUM $464M · 2 accounts
    Main Line Retirement Advisors, LLC
    Whitefish
    AUM $449M · 679 accounts
    Evergreen Wealth Partners LLC
    Kalispell
    AUM $405M · 1,792 accounts
    Sgl Investment Advisors, Inc.
    Missoula
    AUM $392M · 1,236 accounts
    Capstone Wealth
    Billings
    AUM $354M · 508 accounts
    Professional Financial Management, Inc.
    Bozeman
    AUM $304M · 692 accounts
    Cladis Investment Advisory LLC
    Billings
    AUM $243M · 274 accounts
    Piedmont Capital Management, LLC
    Whitefish
    AUM $232M · 1,172 accounts
    Dfc Preferred Advisors LLC
    Bozeman
    AUM $229M · 1 accounts
    Life Planning Advisors LLC
    Bigfork
    AUM $169M · 1,071 accounts
    Big Sky Wealth Advisors, LLC
    Great Falls
    AUM $135M · 570 accounts
    Northfork Advisors
    Bozeman
    AUM $108M · 477 accounts
    Bergen Park Capital Management, LLC
    Bigfork
    AUM $99M · 12 accounts
    Wildrye Financial
    Bigfork
    AUM $91M · 317 accounts
    Arkell Asset Management, LLC
    Bozeman
    AUM $75M · 256 accounts
    Monteith Wealth
    Bozeman
    AUM $74M · 248 accounts
    Ascent Wealth Management
    Kalispell
    AUM $54M · 153 accounts
    Solid Rock Wealth Management
    Bozeman
    AUM $49M · 148 accounts
    Glacier Investment Management
    Kalispell
    AUM $46M · 232 accounts
    Mountain Wealth Management, LLC
    Bozeman
    AUM $43M · 180 accounts
    Glacierwealth
    Whitefish
    AUM $42M · 172 accounts
    Portfolio Logix, LLC
    Missoula
    AUM $39M · 245 accounts
    Cocreate Financial
    Bozeman
    AUM $38M · 316 accounts
    Optima Capital Management
    Billings
    AUM $37M · 46 accounts
    S.g. Long & Company
    Missoula
    AUM $35M · 196 accounts
    Jcg Advisory Group, LLC
    Bozeman
    AUM $34M · 168 accounts
    Clearstone Wealth Management, LLC
    Whitefish
    AUM $30M · 95 accounts
    Blackmore Financial Solutions
    Bozeman
    AUM $26M · 256 accounts
    Group W Investment Management LLC
    Bozeman
    AUM $21M · 23 accounts
    Sapphire Financial Strategies, L.L.C.
    Missoula
    AUM $18M · 197 accounts
    Stapleton Financial Group
    Billings
    AUM $16M · 98 accounts
    Black Cat Wealth
    Bozeman
    AUM $12M · 40 accounts

    How many RIA firms are in this Montana directory?

    This directory covers the 40 largest SEC-registered investment advisory firms headquartered in Montana, ranked by regulatory assets under management from SEC Form ADV filings.

    What is the largest RIA firm in Montana?

    By regulatory assets under management, the largest firm in this Montana directory is D.a. Davidson & Co., headquartered in Great Falls, with approximately $41.8B in AUM.

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