Top 4 financial advisor firms in Missoula

4 SEC-registered financial advisor firms are headquartered in Missoula, MT, with $1.7B in combined regulatory assets under management. The largest by assets are Front Street Capital Management ($862M), SGL Investment Advisors ($440M) and Willow Creek Capital Management ($280M).

4
Financial advisor firms: $1.7B
Their combined AUM: $360M
Median firm AUM: 2,583
Clients of the top 4

The 4 largest by assets

1
Front Street Capital Management
RIA
$862M
Regulatory AUM
2
SGL Investment Advisors
RIA
$440M
Regulatory AUM
3
Willow Creek Capital Management
RIA
$280M
0.50% to 1.00% a year
4
Stewart & Associates, PLLC
RIA
$122M
0.40% to 0.85% a year

Profiles of the top 4

No. 1 · 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. 2 · 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. 3 · 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

No. 4 · RIA

Stewart & Associates, PLLC

Stewart & Associates, PLLC is an investment adviser based in Missoula, MT, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $122 million, as filed on 21 August 2026.

Stewart & Associates, PLLC charges 0.40%–0.85% a year for its Wealth Management Services.

Regulatory AUM: $122M
Clients: 79
Advisory staff: 2
Fee schedule: 0.40% to 0.85% a year
Minimum account: $500,000
Custodians: Altruist
Headquarters: 27 Fort Missoula RD., Suite 1, Missoula, MT 59804
Phone: 406-541-3733
Website: pathfinderplanmt.com

Questions about financial advisors in Missoula

How many financial advisor firms are headquartered in Missoula?

4 SEC-registered financial advisor firms report their principal office in Missoula, MT, managing $1.7B in regulatory assets between them.

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

What is the largest financial advisor firm in Missoula?

Front Street Capital Management, with $862M in regulatory assets under management on its latest Form ADV. The next largest are SGL Investment Advisors ($440M) and Willow Creek Capital Management ($280M).

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

How large is a typical financial advisor firm in Missoula?

The median firm manages $360M in regulatory assets. That is the midpoint of the 4 firms headquartered in Missoula.

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

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

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 city 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 city.

Source: Niva directory methodology

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