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AdvisorIQ

Ranking, Montana

Largest wealth firms by assets under management, including broker-dealer firms in Montana

As of October 2, 2026, D.A. Davidson & Co. ranked #1 in Montana in AdvisorIQ's ranking of largest wealth firms by assets under management, including broker-dealer firms, with $41.8 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Rank Firm City RAUM
1 D.A. Davidson & Co. Broker-dealer affiliated Great Falls $41.8 billion
2 Stack Financial Management Inc Whitefish $2.0 billion
3 Bitterroot Capital Advisors LLC Bozeman $1.8 billion
4 Allied Investment Advisors LLC Billings $1.5 billion
5 Xypn Sapphire Bozeman $1.3 billion
6 Main Line Retirement Advisors, LLC Whitefish $448.6 million
7 SGL Investment Advisors, Inc. Broker-dealer affiliated Missoula $440.3 million
8 Evergreen Wealth Partners LLC Kalispell $405.2 million
9 Capstone Wealth Billings $354.3 million
10 Professional Financial Management, Inc. Bozeman $304.1 million
11 Willow Creek Capital Management, Inc. Missoula $280.0 million
12 Cladis Investment Advisory LLC Billings $242.6 million
13 Piedmont Capital Management, LLC Whitefish $231.8 million
14 Life Planning Advisors LLC Bigfork $169.2 million
15 Big Sky Wealth Advisors, LLC Great Falls $134.6 million
16 Royal Palms Capital, LLC Whitefish $124.2 million
17 Pathfinder Planning and Investments Missoula $122.3 million
18 Northfork Advisors Bozeman $107.6 million
19 Wildrye Financial Bigfork $90.5 million
20 McCormick Financial Advisors, LLC Bozeman $84.8 million
21 Springhill Wealth Management Bozeman $82.0 million
22 Arkell Asset Management, LLC Bozeman $75.0 million
23 Monteith Wealth Bozeman $73.7 million
24 Ascent Wealth Management Kalispell $54.0 million
25 Solid Rock Wealth Management Bozeman $49.1 million
26 Bibler Financial Group Big Sky $49.0 million
27 Montana Investment Advisors Inc Bozeman $48.7 million
28 Reppond Investments, Inc. Bigfork $46.7 million
29 Glacier Investment Management Kalispell $45.7 million
30 Lussenheide Capital Management, Inc Florence $44.4 million
31 Mountain Wealth Management, LLC Bozeman $43.0 million
32 Glacierwealth Whitefish $41.5 million
33 Portfolio Logix, LLC Missoula $39.5 million
34 Cocreate Financial Bozeman $37.7 million
35 Optima Capital Management Billings $36.8 million
36 JCG Advisory Group, LLC Bozeman $33.7 million
37 S.G. Long & Company Broker-dealer affiliated Missoula $33.1 million
38 Clearstone Wealth Management, LLC Whitefish $30.1 million
39 Evergreen Financial Group Billings $29.5 million
40 Platler Capital Management LLC Bigfork $28.0 million
41 Springbrook Financial, LLC Bozeman $27.0 million
42 Blackmore Financial Solutions Bozeman $25.8 million
43 Diamond Investment Management Services, LLC Arlee $25.0 million
44 Quinn Capital LLC Bozeman $23.9 million
45 Group W Investment Management LLC Bozeman $20.9 million
46 Dividends & More Troy $20.1 million
47 Watson House Investment Management, LLC Bozeman $20.0 million
48 Noisy Creek Capital Bigfork $18.9 million
49 East Face LLC Bozeman $18.7 million
50 Inukshuk Investments, LLC Missoula $18.4 million
51 Sapphire Financial Strategies, L.L.C. Missoula $17.8 million
52 Stapleton Financial Group Billings $15.8 million
53 H R Financial Services, Inc. Somers $15.8 million
54 Stafford Financial, LLC Billings $14.5 million
55 Yellowstone Investment Planners, Inc. Bozeman $11.0 million
56 Opulence Planning Helena $10.3 million
57 Aviator Wealth Group Bozeman $10.3 million
58 Black Cat Wealth Bozeman $9.6 million
59 Entrusted Wealth Kalispell $7.5 million
60 Advanced Practice Planning, LLC Missoula $6.4 million
61 Off the Beaten Path Financial Wilsall $6.1 million
62 Eagle Spirit Investments Consulting, Inc. Rollins $5.9 million
63 BDL Wealth Management PLLC Billings $5.6 million
64 James C Wangerin, CPA/PFS Deer Lodge $5.2 million
65 Larsen Financial Services Geraldine $4.9 million
66 Pinecrest Advisors Kalispell $4.1 million
67 Edr Investment Advisors, LLC Eureka $4.0 million
68 Quarterpoint Lewistown $1.6 million
69 Budge, David M. Not reported $579,818
70 Firetower Advisors Belgrade $24,000

70 firms ranked. Figures are as firms reported them on Form ADV.

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Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.