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 | |
Assembly Wealth | $369.0 million | 255 | 6 | $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 | |
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 | |
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 | |
Future Capital | $962.5 million | 12,768 | 2 | $75,386 | |
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 | |
H Financial Management | $460.2 million | 566 | 5 | $813,056 | |
JAG Capital Management | $1.6 billion | 895 | 13 | $1.7 million | |
Jnba Financial Advisors | $1.5 billion | 1,027 | 29 | $1.5 million | |
Lighthouse Financial Services | $387.3 million | 455 | 5 | $851,158 | |
LOC Investment Advisers | $708.2 million | 888 | 6 | $797,576 | |
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 | |
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 | $2.4 billion | 977 | 14 | $2.4 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 | |
Patten and Patten | $1.9 billion | 709 | 4 | $2.7 million | |
Perigon Wealth Management | $6.9 billion | 3,744 | 72 | $1.9 million | |
Planned Solutions | $468.2 million | 754 | 6 | $621,008 | |
Polaris Greystone Financial Group | $2.0 billion | 1,689 | 29 | $1.2 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 | |
Sharkey Howes & Javer | $824.7 million | 935 | 8 | $881,987 | |
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 | |
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 | |
TCI Wealth Advisors | $4.1 billion | 2,925 | 27 | $1.4 million | |
The Mather Group | $10.5 billion | 4,245 | 91 | $2.5 million | |
TOM Johnson Investment Management | $1.5 billion | 5,627 | 6 | $267,561 | |
Tradewinds Capital Management | $523.7 million | 1,154 | 8 | $453,811 | |
True Private Wealth Advisors | $1.2 billion | 1,582 | 13 | $784,260 | |
Wedgewood Partners | $464.6 million | 387 | 4 | $1.2 million | |
Wellspring Financial Advisors | $3.6 billion | 138 | 7 | $26.3 million |
Find a financial advisor in Montana
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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.