Top 10 financial advisor firms in Montana

15 SEC-registered financial advisor firms are headquartered in Montana, with $9.26B in combined regulatory assets under management. The largest by assets are Stack Financial Management ($1.99B), Bitterroot Capital Advisors ($1.78B) and Allied Investment Advisors ($1.49B).

15
Financial advisor firms: $9.26B
Their combined AUM: $354M
Median firm AUM: 5,659
Clients of the top 10

The 10 largest by assets

1
Stack Financial Management
RIA
$1.99B
0.75% to 1.20% a year
2
Bitterroot Capital Advisors
RIA
$1.78B
0.20% to 1.00%
3
Allied Investment Advisors
RIA
$1.49B
Up to 1.50% a year
4
Front Street Capital Management
RIA
$862M
Regulatory AUM
5
Main Line Retirement Advisors
RIA
$449M
Regulatory AUM
6
SGL Investment Advisors
RIA
$440M
Regulatory AUM
7
Evergreen Wealth Partners
RIA
$405M
Up to 1.50% a year
8
Capstone Wealth Management
RIA
$354M
0.55% to 2.00%
9
Professional Financial Management
RIA
$304M
0.25% to 0.85% a year
10
Willow Creek Capital Management
RIA
$280M
0.50% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

Stack Financial Management

Stack Financial Management is an investment adviser based in Whitefish, MT, registered with the SEC since 1994. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.99 billion, as filed on 18 March 2026.

Stack Financial Management charges 0.75%–1.20% a year for its Investment advisory fee.

Regulatory AUM: $1.99B
Clients: 833
Advisory staff: 7
Founded: 1994
Fee schedule: 0.75% to 1.20% a year
Custodians: Charles Schwab
Headquarters: 625 Wisconsin Avenue, Whitefish, MT 59937-2129
Phone: 406-862-8000
Website: stackfinancialmanagement.com

No. 2 · RIA

Bitterroot Capital Advisors

Bitterroot Capital Advisors is an investment adviser based in Bozeman, MT, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $1.78 billion, as filed on 24 August 2026.

Bitterroot Capital Advisors charges 0.20%–1.00% for its Investment Supervisory Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.78B
Clients: 20
Advisory staff: 7
Fee schedule: 0.20% to 1.00%
Headquarters: 118 East Main Street, Bozeman, MT 59715
Phone: 406-556-8200
Website: bitterrootcapital.com

No. 3 · RIA

Allied Investment Advisors

Allied Investment Advisors is an investment adviser based in Billings, MT, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $1.49 billion, as filed on 29 July 2026.

Allied Investment Advisors charges up to 1.50% a year for its Asset Management Services.

Regulatory AUM: $1.49B
Clients: 1,071
Advisory staff: 11
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 3409 Transtech Way, Suite A, Billings, MT 59102
Phone: 406-839-2037
Website: alliedinvest.net

No. 4 · RIA

Front Street Capital Management

Front Street Capital Management is an investment adviser based in Missoula, MT, registered with the SEC since 2007. It provides investment management. Its clients include high-net-worth individuals, investment companies and individual clients. Its regulatory assets under management total $862 million, as filed on 27 May 2026.

Regulatory AUM: $862M
Clients: 1,208
Advisory staff: 4
Custodians: Charles Schwab, SEI Private Trust
Headquarters: 218 East Front Street, Suite 205, Missoula, MT 59802
Phone: 406-541-0130
Website: frontstreetcap.com

No. 5 · RIA

Main Line Retirement Advisors

Main Line Retirement Advisors is an investment adviser based in Whitefish, MT, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $449 million, as filed on 23 March 2026.

Regulatory AUM: $449M
Clients: 181
Advisory staff: 2
Custodians: Charles Schwab
Headquarters: 2 O'Brien Ave, Whitefish, MT 59937
Phone: 800-480-8681
Website: mlra401k.com

No. 6 · RIA

SGL Investment Advisors

SGL Investment Advisors is an investment adviser based in Missoula, MT, registered with the SEC since 2014. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $440 million, as filed on 25 September 2026.

Regulatory AUM: $440M
Clients: 883
Advisory staff: 6
Custodians: Charles Schwab
Headquarters: 283 W. Front Street Suite 302, Missoula, MT 59802-4328
Phone: 406-721-0999
Website: sglongfinancial.com

No. 7 · RIA

Evergreen Wealth Partners

Evergreen Wealth Partners is an investment adviser based in Kalispell, MT, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $405 million, as filed on 2 March 2026.

Evergreen Wealth Partners charges up to 1.50% a year for its Wealth management.

Regulatory AUM: $405M
Clients: 718
Advisory staff: 4
Fee schedule: Up to 1.50% a year
Custodians: LPL Financial
Headquarters: 104 Westview Park Place, Suite 100, Kalispell, MT 59901
Phone: 406-862-4400
Website: willamettewealth.com

No. 8 · RIA

Capstone Wealth Management

Capstone Wealth Management is an investment adviser based in Billings, MT, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $354 million, as filed on 25 March 2026.

Capstone Wealth Management charges 0.55%–2.00% for its Wealth Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $354M
Clients: 169
Advisory staff: 4
Founded: 2001
Fee schedule: 0.55% to 2.00%
Custodians: Charles Schwab
Headquarters: 1731 Poly Drive, Billings, MT 59102
Phone: 406-325-1500
Website: capstoneretire.com

No. 9 · RIA

Professional Financial Management

Professional Financial Management is an investment adviser based in Bozeman, MT, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $304 million, as filed on 15 March 2026.

Professional Financial Management charges 0.25%–0.85% a year for its Investment Advisory Fees.

Regulatory AUM: $304M
Clients: 163
Advisory staff: 2
Founded: 1991
Fee schedule: 0.25% to 0.85% a year
Custodians: Charles Schwab
Headquarters: 2066 Stadium DR, Ste 101, Bozeman, MT 59718
Phone: 406-587-1604
Website: profinancialmgmt.com

No. 10 · RIA

Willow Creek Capital Management

Willow Creek Capital Management is an investment adviser based in Missoula, MT, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $280 million, as filed on 26 August 2026.

Willow Creek Capital Management charges 0.50%–1.00% a year for its Portfolio Management Wrap Fees.

Regulatory AUM: $280M
Clients: 413
Advisory staff: 4
Fee schedule: 0.50% to 1.00% a year
Custodians: Raymond James
Headquarters: 432 W Spruce St., Ste 102, Missoula, MT 59802
Phone: 406-830-3286

Questions about financial advisors in Montana

How many financial advisor firms are headquartered in Montana?

15 SEC-registered financial advisor firms report their principal office in Montana, managing $9.26B in regulatory assets between them. The other 6 advisers headquartered in the state are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Montana?

Stack Financial Management, with $1.99B in regulatory assets under management on its latest Form ADV. The next largest are Bitterroot Capital Advisors ($1.78B) and Allied Investment Advisors ($1.49B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Montana?

The median firm manages $354M in regulatory assets. That is the midpoint of the 15 firms headquartered in Montana.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Montana charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.85% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Montana?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the state and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters state.

Source: Niva directory methodology

Montana has 15 financial advisor firms; see every adviser in the state →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Montana

Top financial advisor firms by city in Montana