Firms by city
Registered investment advisers in Missoula, MT
4 SEC-registered advisers headquartered in Missoula, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Front Street Capital Management | Missoula, MT | $862M |
| SGL Investment Advisors | Missoula, MT | $440M |
| Willow Creek Capital Management | Missoula, MT | $280M |
| Stewart & Associates, PLLC | Missoula, MT | $122M |
- Headquarters
- Missoula, MT
- Regulatory AUM
- $862M
- Headquarters
- Missoula, MT
- Regulatory AUM
- $440M
- Headquarters
- Missoula, MT
- Regulatory AUM
- $280M
- Headquarters
- Missoula, MT
- Regulatory AUM
- $122M
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 its principal office in Missoula on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Montana.
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.