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Largest RIA Firms in Montana by AUM
Explore registered investment advisers headquartered in Montana, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 23 firms with $63.7B in total reported AUM and median AUM of $405.2M.
Firms
23
Matching current profiles
Total AUM
$63.7B
Reported regulatory AUM
Median AUM
$405.2M
Across firms with AUM
Largest firm
$41.8B
D.a. Davidson & CO.
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. D.a. Davidson & CO. CRD 199 · Corporation | GREAT FALLS, MT | $41.8B Jul 2026 | +$5.7B+15.7% | +$17.9B+75.1% | +$21.2B+102.5% | +$35.7B+578.4% | +390 employees+65.0% over 3Y | +15,659 accounts+20.5% over 3Y |
| 2. Investment Management Group CRD 122166 · Corporation | BILLINGS, MT | $5.2B Jul 2026 | +$170.5M+3.4% | +$765.2M+17.1% | +$844.3M+19.2% | +$3.5B+197.8% | +4 employees+15.4% over 3Y | +1,054 accounts+51.6% over 3Y |
| 3. Davidson Investment Advisors, INC. CRD 110552 · Corporation | GREAT FALLS, MT | $5.2B Dec 2025 | +$702.6M+15.6% | +$2.7B+108.9% | +$3.2B+163.4% | +$4.2B+400.9% | +8 employees+34.8% over 3Y | +2,282 accounts+107.4% over 3Y |
| 4. Stack Financial Management INC CRD 106785 · Corporation | WHITEFISH, MT | $2.0B Mar 2026 | +$194.6M+10.8% | +$280.1M+16.4% | +$509.3M+34.3% | +$1.3B+180.9% | -3 employees-17.6% over 3Y | +146 accounts+10.6% over 3Y |
| 5. Bitterroot Capital Advisors LLC CRD 109088 · Limited Liability Company | BOZEMAN, MT | $1.8B Aug 2026 | +$326.5M+22.5% | +$551.3M+44.9% | +$719.5M+67.8% | +$1.1B+159.8% | -1 employees-12.5% over 3Y | -3 accounts-16.7% over 3Y |
| 6. Allied Investment Advisors LLC CRD 159103 · Limited Liability Company | BILLINGS, MT | $1.5B Jul 2026 | +$353.5M+31.2% | +$753.7M+102.6% | +$992.5M+200.3% | +$1.3B+887.8% | 0 employees+0.0% over 3Y | +712 accounts+41.9% over 3Y |
| 7. Xypn Sapphire CRD 285967 · Limited Liability Company | BOZEMAN, MT | $1.3B Oct 2026 | +$932.4M+290.4% | +$1.2B+1137.0% | +$1.1B+967.8% | — | +62 employees+885.7% over 3Y | +3,074 accounts+258.8% over 3Y |
| 8. Front Street Capital Management, INC. CRD 141974 · Corporation | MISSOULA, MT | $862.0M May 2026 | +$248.0M+40.4% | +$287.0M+49.9% | +$446.5M+107.5% | +$671.4M+352.2% | 0 employees+0.0% over 3Y | +51 accounts+4.4% over 3Y |
| 9. Destra Capital Advisors LLC CRD 148574 · Limited Liability Company | BOZEMAN, MT | $463.8M Mar 2026 | +$164.3M+54.9% | +$289.6M+166.2% | +$264.0M+132.1% | +$426.6M+1145.3% | -5 employees-29.4% over 3Y | -1 accounts-33.3% over 3Y |
| 10. Main Line Retirement Advisors, LLC CRD 284780 · Limited Liability Company | WHITEFISH, MT | $448.6M Mar 2026 | +$54.4M+13.8% | +$116.4M+35.1% | +$169.0M+60.5% | — | 0 employees+0.0% over 3Y | +221 accounts+48.3% over 3Y |
| 11. Sgl Investment Advisors, INC. CRD 145167 · Corporation | MISSOULA, MT | $440.3M Sep 2026 | +$88.9M+25.3% | +$228.2M+107.6% | +$221.7M+101.5% | +$379.0M+619.1% | -2 employees-22.2% over 3Y | +901 accounts+142.6% over 3Y |
| 12. Evergreen Wealth Partners LLC CRD 335451 · Limited Liability Company | KALISPELL, MT | $405.2M Mar 2026 | — | — | — | — | +1 employees+12.5% over Total | — |
| 13. Capstone Wealth CRD 130128 · Corporation | BILLINGS, MT | $354.3M Mar 2026 | +$53.2M+17.7% | +$300.4M+558.2% | +$300.4M+558.2% | +$300.4M+558.2% | +2 employees+33.3% over 1Y | +276 accounts+119.0% over 3Y |
| 14. Professional Financial Management, INC. CRD 118117 · Corporation | BOZEMAN, MT | $304.1M Mar 2026 | — | — | — | +$38.8M+14.6% | 0 employees+0.0% over Total | +37 accounts+5.6% over Total |
| 15. Willow Creek Capital Management, INC. CRD 333911 · Corporation | MISSOULA, MT | $280.0M Oct 2026 | — | — | — | — | +1 employees+33.3% over 1Y | — |
| 16. Cladis Investment Advisory LLC CRD 153873 · Limited Liability Company | BILLINGS, MT | $242.6M Mar 2026 | +$36.0M+17.4% | +$130.9M+117.2% | — | +$130.9M+117.2% | +1 employees+50.0% over 3Y | +86 accounts+45.7% over 3Y |
| 17. Piedmont Capital Management, LLC CRD 165775 · Limited Liability Company | WHITEFISH, MT | $231.8M Mar 2026 | +$31.7M+15.8% | +$76.3M+49.0% | — | +$90.1M+63.6% | 0 employees+0.0% over 3Y | +25 accounts+2.2% over 3Y |
| 18. Dfc Preferred Advisors LLC CRD 309927 · Limited Liability Company | BOZEMAN, MT | $228.7M Mar 2026 | +$23.8M+11.6% | -$99.3M-30.3% | -$57.0M-20.0% | — | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 19. Life Planning Advisors LLC CRD 151292 · Limited Liability Company | BIGFORK, MT | $183.8M Oct 2026 | +$29.9M+19.4% | +$77.1M+72.2% | +$141.1M+330.5% | +$148.8M+425.3% | -1 employees-20.0% over 3Y | +265 accounts+39.0% over 3Y |
| 20. Big Sky Wealth Advisors, LLC CRD 321272 · Limited Liability Company | GREAT FALLS, MT | $134.6M Jun 2026 | +$13.2M+10.9% | +$47.3M+54.2% | — | — | -1 employees-33.3% over 3Y | +187 accounts+48.8% over 3Y |
| 21. Pathfinder Planning And Investments CRD 159486 · Limited Liability Company | MISSOULA, MT | $122.3M Aug 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 22. Bergen Park Capital Management, LLC CRD 315162 · Limited Liability Company | BIGFORK, MT | $99.3M Mar 2026 | -$28.2M-22.1% | — | — | -$3.0M-2.9% | 0 employees+0.0% over 1Y | +4 accounts+50.0% over 1Y |
| 23. Springhill Wealth Management CRD 342137 · Limited Liability Company | BOZEMAN, MT | $82.0M Sep 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.