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Top 3 financial advisor firms in Whitefish

3 SEC-registered financial advisor firms are headquartered in Whitefish, MT, with $2.67B in combined regulatory assets under management. The largest by assets are Stack Financial Management ($1.99B), Main Line Retirement Advisors ($449M) and Piedmont Capital Management ($232M).

3
Financial advisor firms
$2.67B
Their combined AUM
$449M
Median firm AUM
1,483
Clients of the top 3

The 3 largest by assets

  1. 1
    Stack Financial Management

    RIA

    $1.99B

  2. 2
    Main Line Retirement Advisors

    RIA

    $449M

  3. 3
    Piedmont Capital Management

    RIA

    $232M

Profiles of the top 3

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

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. 3 · RIA

Piedmont Capital Management

Piedmont Capital Management is an investment adviser based in Whitefish, MT, registered with the SEC since 2021. 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 $232 million, as filed on 30 March 2026.

Regulatory AUM
$232M
Clients
469
Advisory staff
3
Custodians
Charles Schwab
Headquarters
6442 Highway 93 South, Whitefish, MT 59937
Phone
406-862-9400
Website
piedmontcapitalmt.com

Questions about financial advisors in Whitefish

How many financial advisor firms are headquartered in Whitefish?

3 SEC-registered financial advisor firms report their principal office in Whitefish, MT, managing $2.67B 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 Whitefish?

Stack Financial Management, with $1.99B in regulatory assets under management on its latest Form ADV. The next largest are Main Line Retirement Advisors ($449M) and Piedmont Capital Management ($232M).

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

How large is a typical financial advisor firm in Whitefish?

The median firm manages $449M in regulatory assets. That is the midpoint of the 3 firms headquartered in Whitefish.

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

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

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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