Written by investor.com
We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Montana.
investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (RIAs) from across the country. The (up to) 100 best firms, with at least one office in Montana, were selected using our rigorous Trust Algorithm, which sorts through close to one million data points from the SEC.
Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Montana are as followed:
- Must be Trusted by investor.com.
- Must have an office location in Montana.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Aegis Wealth Management |
|
$120.6 million | 826 | 30 | $146,017 |
| Allied Investment Advisors |
|
$666.9 million | 678 | 6 | $983,608 |
| Apollon Wealth Management |
|
$2.6 billion | 2,657 | 61 | $971,037 |
| Arkell Asset Management |
|
$46.2 million | 59 | 1 | $783,256 |
| Ascent Wealth Management |
|
$46.1 million | 58 | 1 | $794,241 |
| Ashton Thomas Private Wealth |
|
$2.2 billion | 1,587 | 31 | $1.4 million |
| Avantax Planning Partners |
|
$5.8 billion | 4,789 | 53 | $1.2 million |
| Bitterroot Capital Advisors |
|
$1.2 billion | 17 | 8 | $71.0 million |
| Cladis Investment Advisory |
|
$111.7 million | 94 | 2 | $1.2 million |
| Coco Enterprises |
|
$168.5 million | 520 | 3 | $324,030 |
| Cocreate Financial |
|
$16.5 million | 73 | 2 | $225,781 |
| Davidson Investment Advisors |
|
$2.5 billion | 2,125 | 15 | $1.2 million |
| Dynamic Wealth Advisors |
|
$3.3 billion | 3,931 | 70 | $840,773 |
| EDR Investment Advisors |
|
$2.8 million | 18 | 1 | $153,232 |
| FBL Wealth Management |
|
$12.7 million | 3,322 | 152 | $3,817 |
| Front Street Capital Management |
|
$653.0 million | 1,099 | 5 | $594,176 |
| Glacierwealth |
|
$27.4 million | 42 | 1 | $652,550 |
| Group W Investment Management |
|
$17.5 million | 25 | 1 | $698,600 |
| Harvey Financial Management CO |
|
$23.8 million | 41 | 1 | $579,930 |
| Investment Management Group |
|
$5.7 billion | 1,325 | 19 | $4.3 million |
| Investor FAN |
|
$229.2 million | 570 | 8 | $402,062 |
| JCG Advisory Group |
|
$19.5 million | 54 | 2 | $361,386 |
| Kilterhowling |
|
$200.7 million | 201 | 4 | $998,415 |
| Kondracki Advisory |
|
$50.0 million | 77 | 1 | $649,350 |
| Loveless Wealth Management |
|
$264.6 million | 319 | 3 | $829,460 |
| Main Line Retirement Advisors |
|
$332.2 million | 142 | 2 | $2.3 million |
| Montana Investment Advisors |
|
$55.7 million | 74 | 2 | $752,392 |
| Monteith Wealth |
|
$50.1 million | 57 | 2 | $878,381 |
| MSH Capital Advisors |
|
$811.0 million | 1,477 | 12 | $549,073 |
| Northfork Financial |
|
$101.9 million | 208 | 3 | $489,767 |
| Northwest Investment Advisors |
|
$18.1 million | 75 | 10 | $240,872 |
| Optima Capital Management |
|
$32.7 million | 19 | 1 | $1.7 million |
| Pandowealth |
|
$154.9 million | 555 | 7 | $279,142 |
| SGL Investment Advisors |
|
$212.1 million | 407 | 6 | $521,049 |
| Solid Rock Wealth Management |
|
$56.7 million | 52 | 1 | $1.1 million |
| Stack Financial Management |
|
$1.7 billion | 800 | 9 | $2.1 million |
| Stewart & Associates |
|
$86.9 million | 55 | 3 | $1.6 million |
| Themoneymd.COM |
|
$24.5 million | 37 | 1 | $663,019 |
| True North Financial |
|
$309.2 million | 453 | 4 | $682,656 |
| Wipfli Financial Advisors |
|
$5.1 billion | 2,826 | 80 | $1.8 million |
| XY Investment Solutions |
|
$103.5 million | 54 | 2 | $1.9 million |
More Top Firms by State
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, retirement planning, and more.