Best Financial Advisor Firms Montana 2025

Written by AdvisorSearch.org

March 07, 2025

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
ABG Consultants		$576.3 million	2,898	3	$198,872
Advance Capital Management		$4.5 billion	6,882	31	$654,525
Advisors Management Group		$712.6 million	1,931	12	$369,038
Ascent Capital		$445.6 million	376	5	$1.2 million
Aspen Capital Management		$1.1 billion	398	6	$2.8 million
Aveo Capital Partners		$1.6 billion	1,498	21	$1.1 million
Boulder Wealth Advisors		$291.0 million	180	2	$1.6 million
Burrus		$213.3 million	316	2	$675,101
Capital Planning		$676.9 million	379	6	$1.8 million
Carlson Investments		$698.4 million	369	6	$1.9 million
Carret Asset Management		$3.1 billion	2,525	11	$1.2 million
Chaney Capital Management		$390.0 million	342	6	$1.1 million
Cincinnati Asset Management		$2.4 billion	6,163	8	$392,865
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$24.3 billion	4,635	34	$5.2 million
Consolidated Planning Corporation		$1.6 billion	2,174	22	$724,750
Cookson Peirce Wealth Management		$2.3 billion	1,241	8	$1.9 million
Corda Investment Management		$1.7 billion	1,332	27	$1.3 million
Csenge Advisory Group		$2.9 billion	6,312	76	$456,699
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Estabrook Capital Management		$873.4 million	771	5	$1.1 million
Evermay Wealth Management		$1.2 billion	525	18	$2.2 million
Familywealth Asset Management		$175.1 million	412	4	$424,887
Feldman, Ingardona & CO		$1.5 billion	174	5	$8.7 million
Financial Insights		$789.1 million	755	10	$1.0 million
Financial Plan		$1.2 billion	846	9	$1.5 million
Flexible Plan Investments		$1.5 billion	10,885	5	$141,145
Freedom Investment Management		$2.0 billion	9,859	17	$204,068
Frontier Asset Management		$5.3 billion	3,525	13	$1.5 million
G&S Capital		$389.0 million	402	5	$967,780
Geowealth Management		$12.3 billion	49,816	20	$247,576
Gibson Capital		$2.6 billion	243	5	$10.8 million
Halbert Hargrove		$3.5 billion	1,449	40	$2.4 million
Interactive Financial Advisors		$337.8 million	2,151	37	$157,035
Jnba Financial Advisors		$1.7 billion	1,091	29	$1.5 million
KCM Investment Advisors		$5.9 billion	1,694	7	$3.5 million
Lighthouse Financial Services		$429.8 million	454	5	$946,778
Mainstay Capital Management		$4.2 billion	3,441	15	$1.2 million
Matson Money		$19.6 billion	30,605	9	$641,967
Mcalvany Wealth Management		$137.1 million	560	2	$244,772
Mench Financial		$121.2 million	184	3	$658,703
Miller Tabak Asset Management		$1.4 billion	1,099	1	$1.2 million
Minneapolis Portfolio Management Group		$900.6 million	1,782	3	$505,396
Moss Adams Wealth Advisors		$3.9 billion	1,226	22	$3.2 million
Northern Capital Management		$462.2 million	714	10	$647,281
Obermeyer Wealth Partners		$2.6 billion	1,015	13	$2.6 million
Orgel Wealth Management		$8.1 billion	3,911	31	$2.1 million
Orser Capital Management		$288.5 million	138	2	$2.1 million
Palouse Capital Management		$288.5 million	866	3	$333,130
Parallel Advisors		$8.7 billion	3,868	65	$2.3 million
Perigon Wealth Management		$8.7 billion	4,766	82	$1.8 million
Petersen Hastings Wealth Advisors		$1.3 billion	1,123	21	$1.1 million
Pure Financial Advisors		$8.0 billion	6,259	64	$1.3 million
Rachor Investment Advisory Services		$205.6 million	483	3	$425,705
Rocky Mountain Advisers		$3.0 billion	248	4	$11.9 million
Sage Advisory Services CO		$25.0 billion	12,206	40	$2.0 million
Saratoga Research & Investment Management		$2.5 billion	3,016	15	$832,577
Shufro, Rose & Co		$2.2 billion	1,338	9	$1.6 million
Sigfig Wealth Management		$3.0 billion	87,480	4	$33,981
Slavic Mutual Funds Management Corp		$4.5 billion	737	13	$6.1 million
SMI Advisory Services		$840.0 million	995	5	$844,221
SS&H Financial Advisors		$347.3 million	109	2	$3.2 million
Stack Financial Management		$1.9 billion	851	10	$2.2 million
Stadion Money Management		$2.5 billion	47,926	14	$51,502
Symmetry Partners		$5.7 billion	10,451	11	$547,194
Tandem Investment Advisors		$3.4 billion	10,162	10	$330,549
TCI Wealth Advisors		$4.5 billion	3,042	34	$1.5 million
The Mather Group		$11.7 billion	4,260	103	$2.7 million
Three Bell Capital		$3.8 billion	556	13	$6.8 million
TOM Johnson Investment Management		$1.6 billion	5,871	6	$277,444
True Private Wealth Advisors		$1.2 billion	1,582	11	$784,260
Valeo Financial Advisors		$10.6 billion	3,037	97	$3.5 million
Washington Trust Advisors		$2.0 billion	542	9	$3.7 million
Wealthcare Capital Management		$3.0 billion	5,066	36	$598,278
Wellspring Financial Advisors		$4.2 billion	144	7	$29.2 million
West Oak Capital		$525.6 million	129	4	$4.1 million
Wilsey Asset Management Incorporated		$650.0 million	813	2	$799,551

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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.