Fiduciary advisors in Montana

19registered advisers
17fee-only verified

Montana's 19 SEC-registered fiduciary advisors serve a state with no sales tax and a growing influx of out-of-state wealth. Fee-only firms number 17. Bozeman and Missoula have seen particular growth, driven by remote workers and retirees drawn to the state's quality of life and favorable tax treatment of retirement income.

Cities

Bigfork1Billings4Bozeman5Great Falls3Kalispell1Missoula2Whitefish3

Top advisors

ALLIED INVESTMENT ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Billings, MontanaCRD #159103
Typical Fee--
AUM$1.5B
Minimum--
Clients2,411

BIG SKY WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Great Falls, MontanaCRD #321272
Typical Fee--
AUM$121M
Minimum--
Clients537

BITTERROOT CAPITAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bozeman, MontanaCRD #109088
Typical Fee--
AUM$1.5B
Minimum--
Clients19

CAPSTONE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Billings, MontanaCRD #130128
Typical Fee--
AUM$301M
Minimum--
Clients465

CLADIS INVESTMENT ADVISORY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Billings, MontanaCRD #153873
Typical Fee--
AUM$207M
Minimum--
Clients271

D.A. DAVIDSON & CO.

Also Compensated via Brokerage
Great Falls, MontanaCRD #199
Typical Fee0.08%
AUM$41.8B
Minimum--
Clients92,146

DAVIDSON INVESTMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Great Falls, MontanaCRD #110552
Typical Fee0.20%
AUM$5.2B
Minimum--
Clients4,407

DESTRA CAPITAL ADVISORS LLC

Fee-Only, No ConflictsClean Record
Bozeman, MontanaCRD #148574
Typical Fee--
AUM$414M
Minimum--
Clients3

DFC PREFERRED ADVISORS LLC

Fee-Only, No ConflictsClean Record
Bozeman, MontanaCRD #309927
Typical Fee--
AUM$245M
Minimum--
Clients1

EVERGREEN WEALTH PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Kalispell, MontanaCRD #335451
Typical Fee--
AUM$360M
Minimum--
Clients1,590

FRONT STREET CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Missoula, MontanaCRD #141974
Typical Fee--
AUM$614M
Minimum--
Clients1,436

INVESTMENT MANAGEMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Billings, MontanaCRD #122166
Typical Fee--
AUM$5.2B
Minimum--
Clients3,098

LIFE PLANNING ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bigfork, MontanaCRD #151292
Typical Fee--
AUM$154M
Minimum--
Clients964

MAIN LINE RETIREMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Whitefish, MontanaCRD #284780
Typical Fee--
AUM$449M
Minimum--
Clients679

PIEDMONT CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Whitefish, MontanaCRD #165775
Typical Fee--
AUM$200M
Minimum--
Clients1,181

PROFESSIONAL FINANCIAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bozeman, MontanaCRD #118117
Typical Fee--
AUM$265M
Minimum--
Clients655

SGL INVESTMENT ADVISORS, INC.

Clean RecordAlso Compensated via Brokerage
Missoula, MontanaCRD #145167
Typical Fee--
AUM$392M
Minimum--
Clients1,236

STACK FINANCIAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Whitefish, MontanaCRD #106785
Typical Fee--
AUM$1.9B
Minimum--
Clients1,548

XYPN INVEST

Fee-OnlyAlso Compensated via Product Sales
Bozeman, MontanaCRD #285967
Typical Fee0.30%
AUM$882M
Minimum--
Clients3,774
Fiduciary Financial Advisors in Montana | FiduciaryListings