Research Report · 2026-06-30
Largest Registered Investment Advisers in Montana
Montana SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
21
Total AUM
$63.03B
Median AUM
$405.2M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | D.A. DAVIDSON & CO. | GREAT FALLS | 199 | $41.84B | 990 | 2026-01-31 | → |
| 2 | STOCKMAN WEALTH MANAGEMENT, INC. | BILLINGS | 122166 | $5.24B | 30 | 2026-05-31 | → |
| 3 | DAVIDSON INVESTMENT ADVISORS, INC. | GREAT FALLS | 110552 | $5.20B | 31 | 2025-12-31 | → |
| 4 | STACK FINANCIAL MANAGEMENT INC | WHITEFISH | 106785 | $1.99B | 14 | 2026-03-31 | → |
| 5 | BITTERROOT CAPITAL ADVISORS LLC | BOZEMAN | 109088 | $1.78B | 7 | 2026-04-30 | → |
| 6 | ALLIED INVESTMENT ADVISORS LLC | BILLINGS | 159103 | $1.49B | 12 | 2026-02-28 | → |
| 7 | XY INVESTMENT SOLUTIONS, LLC | BOZEMAN | 285967 | $881.5M | 65 | 2026-06-30 | → |
| 8 | FRONT STREET CAPITAL MANAGEMENT, INC. | MISSOULA | 141974 | $862.0M | 6 | 2026-05-31 | → |
| 9 | DESTRA CAPITAL ADVISORS LLC | BOZEMAN | 148574 | $463.8M | 12 | 2026-03-31 | → |
| 10 | MAIN LINE RETIREMENT ADVISORS, LLC | WHITEFISH | 284780 | $448.6M | 3 | 2026-03-31 | → |
| 11 | EVERGREEN WEALTH PARTNERS LLC | KALISPELL | 335451 | $405.2M | 9 | 2026-03-31 | → |
| 12 | SGL INVESTMENT ADVISORS, INC. | MISSOULA | 145167 | $391.6M | 7 | 2025-09-30 | → |
| 13 | CAPSTONE WEALTH MANAGEMENT, INC. | BILLINGS | 130128 | $354.3M | 8 | 2026-03-31 | → |
| 14 | PROFESSIONAL FINANCIAL MANAGEMENT, INC. | BOZEMAN | 118117 | $304.1M | 2 | 2026-03-31 | → |
| 15 | WILLOW CREEK CAPITAL MANAGEMENT, INC. | MISSOULA | 333911 | $280.0M | 4 | 2026-05-31 | → |
| 16 | CLADIS INVESTMENT ADVISORY LLC | BILLINGS | 153873 | $242.6M | 3 | 2026-03-31 | → |
| 17 | PIEDMONT CAPITAL MANAGEMENT, LLC | WHITEFISH | 165775 | $231.8M | 3 | 2026-03-31 | → |
| 18 | DFC PREFERRED ADVISORS LLC | BOZEMAN | 309927 | $228.7M | 3 | 2026-03-31 | → |
| 19 | LIFE PLANNING ADVISORS LLC | BIGFORK | 151292 | $169.2M | 4 | 2026-03-31 | → |
| 20 | BIG SKY WEALTH ADVISORS, LLC | GREAT FALLS | 321272 | $134.6M | 2 | 2026-06-30 | → |
| 21 | BERGEN PARK CAPITAL MANAGEMENT, LLC | BIGFORK | 315162 | $99.3M | 5 | 2026-03-31 | → |
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