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Top RIA Firms in Montana
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Montana. This hub covers 21 matching firms with $63.0B in total reported AUM and median AUM of $405.2M.
Firms
21
Matching current profiles
Total AUM
$63.0B
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 Jan 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 May 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 Apr 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 Feb 2026 | +$576.2M+63.2% | +$821.1M+123.1% | +$1.1B+255.0% | +$1.3B+887.8% | +2 employees+20.0% over 3Y | +918 accounts+61.5% over 3Y |
| 7. Xypn Invest CRD 285967 · Limited Liability Company | BOZEMAN, MT | $881.5M May 2026 | +$560.5M+174.6% | +$780.2M+769.9% | +$764.1M+650.9% | — | +58 employees+828.6% over 3Y | +2,733 accounts+230.1% 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. Evergreen Wealth Partners LLC CRD 335451 · Limited Liability Company | KALISPELL, MT | $405.2M Mar 2026 | — | — | — | — | +1 employees+12.5% over Total | — |
| 12. Sgl Investment Advisors, INC. CRD 145167 · Corporation | MISSOULA, MT | $391.6M Sep 2025 | +$40.2M+11.4% | +$173.0M+79.2% | +$245.3M+167.7% | +$330.3M+539.6% | -1 employees-12.5% over 3Y | +740 accounts+149.2% over 3Y |
| 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 May 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 | $169.2M Mar 2026 | +$15.2M+9.9% | +$49.5M+41.3% | +$126.5M+296.2% | +$134.2M+383.3% | -1 employees-20.0% over 3Y | +406 accounts+61.1% over 3Y |
| 20. Big Sky Wealth Advisors, LLC CRD 321272 · Limited Liability Company | GREAT FALLS, MT | $134.6M Mar 2026 | +$13.2M+10.9% | +$47.3M+54.2% | — | — | 0 employees+0.0% over 3Y | +408 accounts+251.9% over 3Y |
| 21. 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 |
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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.