Firms by state
Registered investment advisers in Montana
6 SEC-registered advisers with at least one office in Montana, listed by regulatory assets under management as reported on Form ADV.
Browse cities in Montana
6 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Creative PlanningCRD 105348 | Overland Park, KS | $295.57B | 1,538 | 100,298 |
| Wells Fargo Advisors Financial NetworkCRD 11025 | ST. Louis, MO | $252.25B | 2,366 | 466,575 |
| Newedge AdvisorsCRD 171351 | New Orleans, LA | $43.21B | 515 | 49,898 |
| D.A. Davidson &CRD 199 | Great Falls, MT | $41.84B | 410 | 70,118 |
| Sanctuary AdvisorsCRD 226606 | Miami, FL | $34.88B | 396 | 19,540 |
| BTG Pactual Asset Management US CRD 152538 | New York, NY | $30.11B | 108 | 616 |
Creative PlanningCRD 105348$295.57B
- Headquarters
- Overland Park, KS
- Advisory staff
- 1,538
- Clients
- 100,298
Wells Fargo Advisors Financial NetworkCRD 11025$252.25B
- Headquarters
- ST. Louis, MO
- Advisory staff
- 2,366
- Clients
- 466,575
Newedge AdvisorsCRD 171351$43.21B
- Headquarters
- New Orleans, LA
- Advisory staff
- 515
- Clients
- 49,898
D.A. Davidson &CRD 199$41.84B
- Headquarters
- Great Falls, MT
- Advisory staff
- 410
- Clients
- 70,118
Sanctuary AdvisorsCRD 226606$34.88B
- Headquarters
- Miami, FL
- Advisory staff
- 396
- Clients
- 19,540
BTG Pactual Asset Management US CRD 152538$30.11B
- Headquarters
- New York, NY
- Advisory staff
- 108
- Clients
- 616
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports an office in Montana on Form ADV Part 1A, whether or not the state is its headquarters. An SEC-registered adviser doing business in a state also makes a notice filing there, which is why a firm can serve clients in Montana from elsewhere.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation, and Niva Wealth is not affiliated with the firms on it.