Best Financial Advisor Firms Montana 2026

Written by AdvisorSearch.org

May 08, 2025

  Fact Checked

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, AdvisorSearch.org 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
1834 Investment Advisors Co		$2.2 billion	542	19	$4.1 million
ABG Consultants		$697.4 million	1,885	3	$369,953
Abner Herrman & Brock		$2.7 billion	2,403	6	$1.1 million
Advisors Management Group		$819.6 million	1,918	12	$427,337
Apella Wealth		$9.8 billion	8,000	93	$1.2 million
Aspen Capital Management		$1.3 billion	475	9	$2.8 million
BSW Wealth Partners		$2.2 billion	501	20	$4.5 million
Burrus		$240.7 million	322	2	$747,385
Cambridge Financial Group		$331.3 million	318	3	$1.0 million
Capital Planning		$617.7 million	296	5	$2.1 million
Carlson Investments		$735.5 million	360	6	$2.0 million
Carret Asset Management		$3.5 billion	2,633	10	$1.3 million
CGC Financial Services		$875.8 million	1,151	5	$760,890
Chaney Capital Management		$455.5 million	388	6	$1.2 million
Cincinnati Asset Management		$2.5 billion	6,033	8	$419,616
Clark Capital Management Group		$35.7 billion	36,013	20	$990,967
Clearstead; Clearstead Advisory Solutions		$33.9 billion	4,819	34	$7.0 million
Cookson Peirce Wealth Management		$2.6 billion	1,648	18	$1.6 million
Corda Investment Management		$2.0 billion	1,363	28	$1.5 million
Core Planning		$525.0 million	867	61	$605,570
CPC Advisors		$1.7 billion	981	17	$1.7 million
Csenge Advisory Group		$3.2 billion	7,199	67	$440,300
Destination Wealth Management		$4.9 billion	2,299	24	$2.2 million
EP Wealth Advisors		$45.1 billion	20,738	298	$2.2 million
Estabrook Capital Management		$933.3 million	767	5	$1.2 million
Evermay Wealth Management		$1.3 billion	567	19	$2.3 million
Feldman, Ingardona & CO		$1.7 billion	182	5	$9.5 million
Financial Plan		$1.6 billion	924	11	$1.7 million
Flexible Plan Investments		$1.5 billion	9,144	3	$162,300
Frontier Asset Management		$5.5 billion	3,240	11	$1.7 million
Future Capital		$2.0 billion	15,521	2	$129,876
G&S Capital		$475.6 million	421	5	$1.1 million
Gemmer Asset Management		$2.4 billion	1,285	8	$1.8 million
Geowealth Management		$17.6 billion	51,018	20	$344,477
Gibson Capital		$3.0 billion	247	5	$12.3 million
Guideline Investments		$16.5 billion	87,973	2	$187,499
Halbert Hargrove		$4.2 billion	1,518	41	$2.8 million
HI-line Capital Management		$756.6 million	128	2	$5.9 million
Human Interest Advisors		$8.1 billion	831,446	2	$9,747
Interactive Financial Advisors		$240.4 million	1,307	33	$183,946
Jnba Financial Advisors		$2.0 billion	1,115	31	$1.8 million
KCM Investment Advisors		$6.0 billion	1,598	7	$3.8 million
Kiley Juergens Wealth Management		$2.2 billion	3,070	6	$716,684
Lighthouse Financial Services		$472.5 million	461	5	$1.0 million
Mainstay Capital Management		$4.8 billion	3,405	16	$1.4 million
Matson Money		$24.3 billion	29,985	7	$811,358
Mench Financial		$130.6 million	183	3	$713,532
Meridian Wealth Advisors		$1.7 billion	336	9	$5.2 million
Miller Tabak Asset Management		$1.2 billion	936	2	$1.3 million
Minneapolis Portfolio Management Group		$1.1 billion	1,830	3	$601,838
Modera Wealth Management		$17.7 billion	6,308	113	$2.8 million
Northern Capital Management		$526.7 million	732	10	$719,583
Obermeyer Wealth Partners		$3.0 billion	1,157	15	$2.6 million
Orgel Wealth Management		$9.5 billion	3,976	31	$2.4 million
Orser Capital Management		$289.8 million	141	2	$2.1 million
Palouse Capital Management		$408.5 million	887	3	$460,555
Parallel Advisors		$10.3 billion	4,240	74	$2.4 million
Perigon Wealth Management		$11.3 billion	5,664	92	$2.0 million
Petersen Hastings Wealth Advisors		$1.6 billion	1,309	19	$1.2 million
Phillips and Company Advisors		$2.7 billion	1,273	13	$2.1 million
Planned Solutions		$671.0 million	827	6	$811,362
Pure Financial Advisors		$11.1 billion	7,509	76	$1.5 million
Rocky Mountain Advisers		$3.1 billion	257	3	$12.3 million
Sage Advisory Services CO		$28.4 billion	14,363	40	$2.0 million
Sagewood Asset Management		$2.7 billion	255	3	$10.6 million
Saratoga Research & Investment Management		$2.5 billion	2,740	15	$915,807
Schnieders Capital Management		$1.1 billion	481	2	$2.2 million
Shufro, Rose & Co		$2.5 billion	1,331	9	$1.9 million
Sigfig Wealth Management		$3.6 billion	106,361	4	$33,666
Slavic Mutual Funds Management Corp		$5.0 billion	655	10	$7.6 million
SMI Advisory Services		$949.0 million	1,083	5	$876,269
SS&H Financial Advisors		$482.2 million	116	2	$4.2 million
Stack Financial Management		$2.0 billion	833	9	$2.4 million
Stadion Money Management		$2.7 billion	49,626	13	$54,178
Symmetry Partners		$4.7 billion	8,909	17	$530,996
Tandem Investment Advisors		$3.5 billion	10,432	10	$330,798
TCI Wealth Advisors		$5.4 billion	3,268	41	$1.6 million
The Mather Group		$13.4 billion	4,773	97	$2.8 million
Three Bell Capital		$5.1 billion	628	13	$8.0 million
TOM Johnson Investment Management		$1.6 billion	5,631	6	$289,928
Tradewinds Capital Management		$727.3 million	2,238	8	$324,988
True Private Wealth Advisors		$1.4 billion	1,592	12	$896,221
Twenty Twenty Investment Advisors		$139.0 million	341	4	$407,562
Valeo Financial Advisors		$13.0 billion	3,042	103	$4.3 million
Washington Trust Advisors		$2.4 billion	845	14	$2.8 million
Wellspring Financial Advisors		$5.1 billion	148	4	$34.2 million
Wilsey Asset Management Incorporated		$768.5 million	892	2	$861,515

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Methodology

Every month AdvisorSearch.org’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 AdvisorSearch.org: 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.

About the Editorial Team

AdvisorSearch.org is your trustworthy guide to the world of financial advisors. Founded in 2018 as an unbiased resource, it empowers consumers to research and compare financial advisory firms with confidence.