Best Financial Advisor Firms Montana 2025

Written by AdvisorSearch.org

February 04, 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
Advance Capital Management		$4.0 billion	7,015	30	$573,554
Advisors Management Group		$614.5 million	1,909	11	$321,908
Ascent Capital		$391.5 million	356	6	$1.1 million
Aspen Capital Management		$1.0 billion	272	7	$3.7 million
Boulder Wealth Advisors		$291.0 million	180	2	$1.6 million
Burrus		$228.4 million	375	2	$608,978
Capital Planning		$549.4 million	366	6	$1.5 million
Carlson Investments		$634.9 million	352	6	$1.8 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	6,312	8	$378,975
Clark Capital Management Group		$25.9 billion	30,934	24	$838,262
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$22.4 billion	4,264	28	$5.2 million
Consolidated Planning Corporation		$1.6 billion	2,174	22	$724,750
Cookson Peirce Wealth Management		$1.9 billion	920	17	$2.1 million
Corda Investment Management		$1.7 billion	1,332	27	$1.3 million
Csenge Advisory Group		$2.8 billion	5,630	76	$488,978
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Estabrook Capital Management		$863.7 million	794	5	$1.1 million
Evermay Wealth Management		$1.1 billion	512	15	$2.1 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		$1.1 billion	888	10	$1.2 million
Flexible Plan Investments		$1.4 billion	11,773	6	$120,660
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		$2.4 billion	202	6	$12.0 million
Grimes & Company		$4.9 billion	3,599	30	$1.3 million
Halbert Hargrove		$3.2 billion	1,376	37	$2.3 million
Interactive Financial Advisors		$284.9 million	2,437	36	$116,922
Jnba Financial Advisors		$1.5 billion	1,027	29	$1.5 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
Mench Financial		$126.7 million	236	3	$536,935
Merit Financial Advisors		$7.3 billion	11,475	139	$631,994
Miller Tabak Asset Management		$1.4 billion	1,099	1	$1.2 million
Minneapolis Portfolio Management Group		$889.0 million	1,879	3	$473,102
Moss Adams Wealth Advisors		$3.9 billion	1,226	22	$3.2 million
Northern Capital Management		$391.0 million	696	10	$561,770
Obermeyer Wealth Partners		$2.4 billion	977	14	$2.4 million
Orgel Wealth Management		$7.1 billion	3,813	31	$1.9 million
Orser Capital Management		$288.5 million	138	2	$2.1 million
Palouse Capital Management		$288.5 million	866	3	$333,130
Parallel Advisors		$7.1 billion	3,658	63	$1.9 million
Perigon Wealth Management		$6.9 billion	3,744	77	$1.9 million
Rachor Investment Advisory Services		$185.6 million	467	3	$397,457
Rocky Mountain Advisers		$2.6 billion	223	4	$11.5 million
Sage Advisory Services CO		$22.7 billion	8,128	38	$2.8 million
Saratoga Research & Investment Management		$2.7 billion	3,207	16	$854,436
Shufro, Rose & Co		$2.0 billion	1,269	9	$1.6 million
Sigfig Wealth Management		$2.8 billion	79,642	4	$35,120
Slavic Mutual Funds Management Corp		$5.6 billion	1,098	13	$5.1 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		$1.8 billion	860	10	$2.1 million
Stadion Money Management		$2.3 billion	50,984	15	$45,756
Symmetry Partners		$5.9 billion	11,453	15	$513,352
Tandem Investment Advisors		$3.2 billion	9,811	9	$330,206
TCI Wealth Advisors		$4.1 billion	2,925	36	$1.4 million
The Mather Group		$10.5 billion	4,245	91	$2.5 million
Three Bell Capital		$3.3 billion	526	13	$6.3 million
TOM Johnson Investment Management		$1.5 billion	5,627	6	$267,561
True Private Wealth Advisors		$1.2 billion	1,582	11	$784,260
Washington Trust Advisors		$1.9 billion	574	9	$3.3 million
Wealthcare Capital Management		$2.6 billion	4,611	34	$559,518
Wellspring Financial Advisors		$3.6 billion	138	7	$26.3 million
West Oak Capital		$439.9 million	119	4	$3.7 million
Wilsey Asset Management Incorporated		$511.4 million	829	2	$616,916

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Find a financial advisor in Montana

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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.