RIAs in Montana

RIA	People	AUM
D.a. Davidson & Co.	James MoerkerkeCarolyn CameronMargaret Kineke+693 more	$41.84Bas of Jul 2026
Investment Management Group	Jonathan SkinnerTanner KlumphElise Strommen+2 more	$5.24Bas of Jul 2026
Davidson Investment Advisors, Inc.	Cheryl PageEdward CrottyAndrew Davidson+14 more	$5.2Bas of Dec 2025
Stack Financial Management Inc	Dillon ManleyLisa StackJames Stack+7 more	$1.99Bas of Mar 2026
Bitterroot Capital Advisors LLC	Keith Gertsen	$1.78Bas of Aug 2026
Allied Investment Advisors LLC	Sarah SideriusGary LucasEric Vermulm+9 more	$1.49Bas of Jul 2026
Xypn Sapphire	Johannes FureJohn JenkinsWilliam Dion+62 more	$1.25Bas of Oct 2026
Front Street Capital Management, Inc.	Russell PiazzaMichele BloodDavid Wild+2 more	$862Mas of May 2026
Destra Capital Advisors LLC	—	$463.8Mas of Mar 2026
Main Line Retirement Advisors, LLC	Zachary MatarazzoAlfred Matarazzo	$448.6Mas of Mar 2026
Sgl Investment Advisors, Inc.	Joshua EderKenneth FresemanRobert Seidenschwarz+12 more	$440.3Mas of Sep 2026
Evergreen Wealth Partners LLC	Locke BielefeldtAdam CoughlinEvan Harris+2 more	$405.2Mas of Mar 2026
Capstone Wealth	Thomas WebberMark ThomasAustin Thomas+3 more	$354.3Mas of Mar 2026
Professional Financial Management, Inc.	Douglas BabcockBrandon Smith	$304.1Mas of Mar 2026
Willow Creek Capital Management, Inc.	Susan EstepDavid WeberLucas Duffy	$280Mas of Aug 2026
Cladis Investment Advisory LLC	Nicholas CladisTracy HawbakerHenry Zander	$242.6Mas of Mar 2026
Piedmont Capital Management, LLC	Thomas SchuchAndrew CocoDiego Biggerstaff	$231.8Mas of Mar 2026
Dfc Preferred Advisors LLC	—	$228.7Mas of Mar 2026
Life Planning Advisors LLC	Jeffrey GoldmanTodd TesslerChristian Price+1 more	$169.2Mas of Mar 2026
Big Sky Wealth Advisors, LLC	Joshua HortonRyan Swain	$134.6Mas of Jun 2026
Pathfinder Planning and Investments	Jill TrippHannah Santa Cruz	$122.3Mas of Aug 2026
Northfork Advisors	Sarah FitzgeraldWesley Shifrin	$107.6Mas of Mar 2026
Bergen Park Capital Management, LLC	—	$99.3Mas of Mar 2026
Wildrye Financial	Cody Kirk	$90.5Mas of Mar 2026
Springhill Wealth Management	Travis Hartman	$82Mas of Sep 2026
Arkell Asset Management, LLC	Timothy Randak	$75Mas of Jul 2026
Monteith Wealth	Jack MonteithMike Monteith	$73.7Mas of Sep 2026
Ascent Wealth Management	John Knopik	$54Mas of Jan 2026
Solid Rock Wealth Management	Christopher Nolt	$49.1Mas of Feb 2026
Glacier Investment Management	David Wigginton	$45.7Mas of Sep 2026
Mountain Wealth Management, LLC	Thomas WhiteJesse Radoslovich	$43Mas of Jan 2026
Glacierwealth	Edward Rainford	$41.5Mas of May 2026
Portfolio Logix, LLC	Theodore HeuchlingLaurel Farrell	$39.5Mas of Mar 2026
Cocreate Financial	Matthew HudakChrista HudakEmma Shaw	$37.7Mas of Feb 2026
Optima Capital Management	Christian Orms	$36.8Mas of Mar 2026
Jcg Advisory Group, LLC	Jon Goodman	$33.7Mas of May 2026
S.g. Long & Company	Joshua EderKenneth FresemanRobert Seidenschwarz+12 more	$33.1Mas of Sep 2026
Clearstone Wealth Management, LLC	Paul Brown	$30.1Mas of Feb 2026
Blackmore Financial Solutions	Jenifer SchimbenoBrock Schimbeno	$25.8Mas of Feb 2026
Group W Investment Management LLC	Frederick Maxted	$20.9Mas of Feb 2026
Sapphire Financial Strategies, L.l.c.	Ward Wenholz	$17.8Mas of Feb 2026
Stapleton Financial Group	Corey Stapleton	$15.8Mas of Mar 2026
Black Cat Wealth	—	$9.6Mas of Jun 2026
Entrusted Wealth	Tary Middlesworth	$7.5Mas of Sep 2026
Bdl Wealth Management PLLC	David DernbachSeth Blades	$5.6Mas of May 2026
James C Wangerin, CPA/Pfs	James Wangerin	$5.2Mas of Feb 2026
Edr Investment Advisors, LLC	Ernest Roo	$4Mas of Sep 2026
Cfd Investment Advisory LLC	Seth Dyk	$0as of May 2026
High Country Stewardship	Timothy Wheeler	$0as of Sep 2026
Switchbacks Capital Advisory, LLC	Ryne Mading	$0as of Feb 2026

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