Written by investor.com
No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.
But how to find a reputable financial advisor? You’re in the right place. Every month, investor.com gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Montana in 2024.
Best Firms in Montana
Click any column header to sort the table, or click any firm to see a detailed review.
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Advisors Management Group |
|
$614.5 million | 1,909 | 11 | $321,908 |
| Ascent Capital |
|
$391.5 million | 356 | 6 | $1.1 million |
| Assembly Wealth |
|
$369.0 million | 255 | 6 | $1.4 million |
| Astor Investment Management |
|
$261.4 million | 519 | 4 | $503,753 |
| Boulder Wealth Advisors |
|
$246.3 million | 176 | 2 | $1.4 million |
| Carret Asset Management |
|
$3.1 billion | 2,525 | 11 | $1.2 million |
| Cincinnati Asset Management |
|
$2.4 billion | 6,312 | 8 | $378,975 |
| Clark Capital Management Group |
|
$25.9 billion | 30,934 | 24 | $838,262 |
| Colorado Financial Management |
|
$2.0 billion | 881 | 9 | $2.2 million |
| Cookson Peirce Wealth Management |
|
$1.9 billion | 920 | 17 | $2.1 million |
| Corda Investment Management |
|
$1.6 billion | 1,315 | 22 | $1.2 million |
| Csenge Advisory Group |
|
$2.8 billion | 5,630 | 76 | $488,978 |
 Dash Investments
|
|
$427.1 million | 365 | 5 | $1.2 million |
| EP Wealth Advisors |
|
$22.3 billion | 13,185 | 195 | $1.7 million |
| Estabrook Capital Management |
|
$863.7 million | 794 | 5 | $1.1 million |
| Familywealth Asset Management |
|
$175.1 million | 412 | 4 | $424,887 |
| Feldman, Ingardona & CO |
|
$2.6 billion | 160 | 4 | $16.5 million |
| Financial Plan |
|
$1.1 billion | 888 | 10 | $1.2 million |
| Flexible Plan Investments |
|
$1.4 billion | 11,773 | 6 | $120,660 |
| Freedom Investment Management |
|
$2.0 billion | 9,859 | 17 | $204,068 |
| Frontier Asset Management |
|
$5.7 billion | 3,671 | 14 | $1.6 million |
| Geowealth Management |
|
$12.3 billion | 49,816 | 20 | $247,576 |
| Gibson Capital |
|
$2.4 billion | 202 | 6 | $12.0 million |
| Grimes & Company |
|
$4.9 billion | 3,599 | 30 | $1.3 million |
| Interactive Financial Advisors |
|
$284.9 million | 2,437 | 36 | $116,922 |
| Jnba Financial Advisors |
|
$1.5 billion | 1,027 | 29 | $1.5 million |
| Lighthouse Financial Services |
|
$387.3 million | 455 | 5 | $851,158 |
| Mainstay Capital Management |
|
$3.9 billion | 3,557 | 14 | $1.1 million |
| Matson Money |
|
$19.6 billion | 30,605 | 9 | $641,967 |
| Mench Financial |
|
$126.7 million | 236 | 3 | $536,935 |
| Merit Financial Advisors |
|
$7.3 billion | 11,475 | 139 | $631,994 |
| Miller Tabak Asset Management |
|
$1.3 billion | 1,110 | 1 | $1.2 million |
| Minneapolis Portfolio Management Group |
|
$889.0 million | 1,879 | 3 | $473,102 |
| Moss Adams Wealth Advisors |
|
$3.9 billion | 1,226 | 22 | $3.2 million |
| Northern Capital Management |
|
$391.0 million | 696 | 10 | $561,770 |
| Obermeyer Wood Investment Counsel, L |
|
$2.1 billion | 964 | 14 | $2.2 million |
| Orgel Wealth Management |
|
$7.1 billion | 3,813 | 31 | $1.9 million |
| Palouse Capital Management |
|
$228.6 million | 738 | 3 | $309,773 |
| Parallel Advisors |
|
$7.1 billion | 3,658 | 63 | $1.9 million |
| Perigon Wealth Management |
|
$6.9 billion | 3,744 | 72 | $1.9 million |
| Rocky Mountain Advisers |
|
$2.6 billion | 223 | 4 | $11.5 million |
| Sage Advisory Services CO |
|
$22.7 billion | 8,128 | 38 | $2.8 million |
| Saratoga Research & Investment Management |
|
$2.7 billion | 3,207 | 16 | $854,436 |
| Shufro, Rose & Co |
|
$2.0 billion | 1,269 | 9 | $1.6 million |
| Sigfig Wealth Management |
|
$2.8 billion | 79,642 | 4 | $35,120 |
| Slavic Mutual Funds Management Corp |
|
$5.6 billion | 1,098 | 13 | $5.1 million |
| SMI Advisory Services |
|
$777.0 million | 928 | 5 | $837,284 |
| Stack Financial Management |
|
$1.8 billion | 860 | 10 | $2.1 million |
| Stadion Money Management |
|
$2.3 billion | 50,984 | 15 | $45,756 |
| Symmetry Partners |
|
$5.9 billion | 11,453 | 15 | $513,352 |
| Tandem Investment Advisors |
|
$3.2 billion | 9,811 | 9 | $330,206 |
| TCI Wealth Advisors |
|
$4.1 billion | 2,925 | 30 | $1.4 million |
| The Mather Group |
|
$10.5 billion | 4,245 | 91 | $2.5 million |
| Three Bell Capital |
|
$3.2 billion | 552 | 10 | $5.9 million |
| TOM Johnson Investment Management |
|
$1.5 billion | 5,627 | 6 | $267,561 |
| True Private Wealth Advisors |
|
$1.2 billion | 1,582 | 13 | $784,260 |
| Verus Financial Partners |
|
$920.8 million | 642 | 10 | $1.4 million |
| Wealthcare Capital Management |
|
$2.6 billion | 4,611 | 34 | $559,518 |
| Wellspring Financial Advisors |
|
$3.6 billion | 138 | 7 | $26.3 million |
| West Oak Capital |
|
$439.9 million | 119 | 4 | $3.7 million |
| Wilsey Asset Management Incorporated |
|
$511.4 million | 829 | 2 | $616,916 |
Find a financial advisor in Montana
Find the best financial advisor firms near you. You can use our search bar to find a financial advisor near your address or ZIP code, or use the map to find a financial advisor firm in your area.
More Top Firms by State
Methodology
Every month investor.com’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Montana 2024.
Firm has:
- Jurisdiction in Montana
- SEC registration
- No reported conflicts of interest*
- No reported disciplinary history
- At least 10 years in business
- Total clients: 100+
- Total assets under management (AUM): $100 million+
*These are the conflicts of interest tracked by investor.com: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.
The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.
About the Editorial Team
Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.