Adviser Record

Investment advisers in MT

24 SEC-registered firms · $63.67 billion in regulatory assets · 2 reporting a disciplinary disclosure.

Form ADV data as of 2026-11-01

Cities

Bozeman (6)

All firms

FirmCityAssetsDisclosures
Allied Investment Advisors LLCBillings$1.49 billion0
Bergen Park Capital Management, LLCBigfork$99.3 million0
Big Sky Wealth Advisors, LLCGreat Falls$134.6 million0
Bitterroot Capital Advisors LLCBozeman$1.78 billion0
Capstone WealthBillings$354.3 million0
Cladis Investment Advisory LLCBillings$242.6 million0
D.A. Davidson & Co.Great Falls$41.84 billion8
Davidson Investment Advisors, Inc.Great Falls$5.20 billion0
Destra Capital Advisors LLCBozeman$463.8 million0
Dfc Preferred Advisors LLCBozeman$228.7 million0
Evergreen Wealth Partners LLCKalispell$405.2 million0
Front Street Capital Management, Inc.Missoula$862.0 million0
Investment Management GroupBillings$5.24 billion0
Life Planning Advisors LLCBigfork$183.8 million0
Main Line Retirement Advisors, LLCWhitefish$448.6 million0
Network CapitalKalispell$00
Pathfinder Planning and InvestmentsMissoula$122.3 million0
Piedmont Capital Management, LLCWhitefish$231.8 million0
Professional Financial Management, Inc.Bozeman$304.1 million0
Sgl Investment Advisors, Inc.Missoula$440.3 million0
Springhill Wealth ManagementBozeman$82.0 million0
Stack Financial Management IncWhitefish$1.99 billion0
Willow Creek Capital Management, Inc.Missoula$280.0 million0
Xypn SapphireBozeman$1.25 billion4