Best Financial Advisor Firms Montana 2024

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Written by investor.com

February 06, 2024

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 5/5 Stars $555.0 million 1,863 10 $297,891
Ascent Capital 5/5 Stars $348.6 million 358 6 $973,756
Astor Investment Management 5/5 Stars $324.8 million 706 5 $460,026
Aviance Capital Partners 5/5 Stars $605.5 million 321 7 $1.9 million
Carret Asset Management 5/5 Stars $3.0 billion 2,474 11 $1.2 million
Cincinnati Asset Management 5/5 Stars $2.3 billion 6,437 8 $361,202
Clark Capital Management Group 5/5 Stars $21.9 billion 27,604 24 $794,629
Colorado Financial Management 5/5 Stars $2.0 billion 881 9 $2.2 million
Cookson Peirce Wealth Management 5/5 Stars $1.8 billion 2,207 16 $821,873
Corda Investment Management 5/5 Stars $1.6 billion 1,315 22 $1.2 million
Csenge Advisory Group 5/5 Stars $2.3 billion 6,161 69 $367,643
Dash Investments logoDash Investments 5/5 Stars $341.6 million 335 4 $1.0 million
EP Wealth Advisors 5/5 Stars $17.1 billion 11,485 176 $1.5 million
Estabrook Capital Management 5/5 Stars $761.4 million 828 6 $919,525
Evergreen Capital Management 5/5 Stars $3.9 billion 992 19 $3.9 million
Familywealth Asset Management 5/5 Stars $198.3 million 440 5 $450,611
Feldman, Ingardona & CO 5/5 Stars $2.6 billion 160 4 $16.5 million
Financial Plan 5/5 Stars $1.1 billion 888 10 $1.2 million
Flexible Plan Investments 5/5 Stars $1.6 billion 14,395 6 $108,661
Freedom Investment Management 5/5 Stars $1.4 billion 12,756 13 $112,275
Frontier Asset Management 5/5 Stars $5.9 billion 4,289 11 $1.4 million
Geowealth Management 5/5 Stars $7.5 billion 43,987 14 $171,555
Gibson Capital 5/5 Stars $2.1 billion 194 6 $10.7 million
Grimes & Company 5/5 Stars $4.2 billion 3,530 28 $1.2 million
Interactive Financial Advisors 5/5 Stars $284.9 million 2,437 36 $116,922
Jnba Financial Advisors 5/5 Stars $1.3 billion 1,029 26 $1.3 million
Lighthouse Financial Services 5/5 Stars $387.3 million 455 5 $851,158
Mainstay Capital Management 5/5 Stars $3.7 billion 3,557 14 $1.0 million
Matson Money 5/5 Stars $17.7 billion 30,322 10 $583,191
Mench Financial 5/5 Stars $136.0 million 298 3 $456,217
Merit Financial Advisors 5/5 Stars $5.5 billion 9,154 119 $603,295
Miller Tabak Asset Management 5/5 Stars $1.3 billion 1,070 2 $1.2 million
Minneapolis Portfolio Management Group 5/5 Stars $824.9 million 2,056 3 $401,226
Moss Adams Wealth Advisors 5/5 Stars $3.3 billion 1,213 22 $2.7 million
Northern Capital Management 5/5 Stars $340.2 million 688 8 $494,428
Obermeyer Wood Investment Counsel, L 5/5 Stars $1.9 billion 956 14 $2.0 million
Orgel Wealth Management 5/5 Stars $6.3 billion 3,762 26 $1.7 million
Palouse Capital Management 5/5 Stars $271.9 million 860 3 $316,147
Parallel Advisors 5/5 Stars $5.7 billion 3,525 43 $1.6 million
Perigon Wealth Management 5/5 Stars $4.8 billion 3,498 64 $1.4 million
Rocky Mountain Advisers 5/5 Stars $2.2 billion 212 3 $10.3 million
Sage Advisory Services CO 5/5 Stars $15.3 billion 4,888 38 $3.1 million
Saratoga Research & Investment Management 5/5 Stars $2.6 billion 3,287 16 $792,144
Shufro, Rose & Co 5/5 Stars $1.8 billion 1,344 9 $1.3 million
Sigfig Wealth Management 5/5 Stars $2.1 billion 60,484 5 $34,644
Slavic Mutual Funds Management Corp 5/5 Stars $4.1 billion 879 13 $4.7 million
SMI Advisory Services 5/5 Stars $730.0 million 900 4 $811,111
Stack Financial Management 5/5 Stars $1.7 billion 838 9 $2.0 million
Stadion Money Management 5/5 Stars $2.3 billion 50,984 15 $45,756
Symmetry Partners 5/5 Stars $6.5 billion 12,118 20 $537,290
Tandem Investment Advisors 5/5 Stars $3.0 billion 9,078 7 $330,150
TCI Wealth Advisors 5/5 Stars $3.4 billion 2,698 30 $1.3 million
Three Bell Capital 5/5 Stars $2.7 billion 511 11 $5.3 million
TOM Johnson Investment Management 5/5 Stars $1.5 billion 5,573 6 $272,640
True Private Wealth Advisors 5/5 Stars $947.8 million 1,359 12 $697,402
Verus Financial Partners 5/5 Stars $837.0 million 677 9 $1.2 million
Wealthcare Capital Management 5/5 Stars $2.6 billion 5,064 38 $514,028
Wellspring Financial Advisors 5/5 Stars $2.3 billion 114 5 $20.6 million
West Oak Capital 5/5 Stars $439.9 million 119 4 $3.7 million
Wilsey Asset Management Incorporated 5/5 Stars $511.4 million 829 2 $616,916
Wrapmanager 5/5 Stars $340.1 million 268 6 $1.3 million
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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 investments, 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
investor.com

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.

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