Rialytix insights

Largest RIA Firms in Bozeman, Montana by AUM

Explore registered investment advisers headquartered in Bozeman, Montana, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 6 firms with $4.1B in total reported AUM and median AUM of $384.0M.

Firms

Matching current profiles

Total AUM

$4.1B

Reported regulatory AUM

Median AUM

$384.0M

Across firms with AUM

Largest firm

$1.8B

Bitterroot Capital Advisors LLC

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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. 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
2. Xypn Invest 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
3. 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
4. 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
5. 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
6. 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.