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AdvisorIQ

Ranking, Montana

Wealth firms with the most accounts, including broker-dealer firms in Montana

As of October 2, 2026, D.A. Davidson & Co. ranked #1 in Montana in AdvisorIQ's ranking of wealth firms with the most accounts, including broker-dealer firms, with 92,146.

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

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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 Most accounts
1 D.A. Davidson & Co. Broker-dealer affiliated Great Falls 92,146
2 Xypn Sapphire Bozeman 4,262
3 Allied Investment Advisors LLC Billings 2,411
4 Evergreen Wealth Partners LLC Kalispell 1,792
5 SGL Investment Advisors, Inc. Broker-dealer affiliated Missoula 1,533
6 Stack Financial Management Inc Whitefish 1,524
7 Piedmont Capital Management, LLC Whitefish 1,172
8 Life Planning Advisors LLC Bigfork 1,071
9 Professional Financial Management, Inc. Bozeman 692
10 Main Line Retirement Advisors, LLC Whitefish 679
11 Big Sky Wealth Advisors, LLC Great Falls 570
12 Capstone Wealth Billings 508
13 Northfork Advisors Bozeman 477
14 Willow Creek Capital Management, Inc. Missoula 431
15 Pathfinder Planning and Investments Missoula 375
16 Wildrye Financial Bigfork 317
17 Cocreate Financial Bozeman 316
18 Reppond Investments, Inc. Bigfork 295
19 Cladis Investment Advisory LLC Billings 274
20 Arkell Asset Management, LLC Bozeman 256
20 Blackmore Financial Solutions Bozeman 256
22 Royal Palms Capital, LLC Whitefish 249
23 Monteith Wealth Bozeman 248
24 Portfolio Logix, LLC Missoula 245
25 Glacier Investment Management Kalispell 232
26 Sapphire Financial Strategies, L.L.C. Missoula 197
27 S.G. Long & Company Broker-dealer affiliated Missoula 190
28 Springbrook Financial, LLC Bozeman 185
29 Mountain Wealth Management, LLC Bozeman 180
30 McCormick Financial Advisors, LLC Bozeman 176
31 Glacierwealth Whitefish 172
32 JCG Advisory Group, LLC Bozeman 168
33 Springhill Wealth Management Bozeman 167
34 Evergreen Financial Group Billings 161
35 Ascent Wealth Management Kalispell 153
36 Solid Rock Wealth Management Bozeman 148
37 Diamond Investment Management Services, LLC Arlee 126
38 Bibler Financial Group Big Sky 110
39 Stapleton Financial Group Billings 98
40 Clearstone Wealth Management, LLC Whitefish 95
41 Montana Investment Advisors Inc Bozeman 82
42 Off the Beaten Path Financial Wilsall 76
43 James C Wangerin, CPA/PFS Deer Lodge 61
44 Lussenheide Capital Management, Inc Florence 60
45 Opulence Planning Helena 58
45 Advanced Practice Planning, LLC Missoula 58
47 Dividends & More Troy 56
48 Platler Capital Management LLC Bigfork 54
49 Inukshuk Investments, LLC Missoula 50
50 Entrusted Wealth Kalispell 48
51 Optima Capital Management Billings 46
52 Aviator Wealth Group Bozeman 41
53 Quinn Capital LLC Bozeman 35
54 Black Cat Wealth Bozeman 33
55 Edr Investment Advisors, LLC Eureka 30
56 Watson House Investment Management, LLC Bozeman 28
56 BDL Wealth Management PLLC Billings 28
58 Group W Investment Management LLC Bozeman 23
58 Larsen Financial Services Geraldine 23
60 H R Financial Services, Inc. Somers 22
60 Yellowstone Investment Planners, Inc. Bozeman 22
62 Quarterpoint Lewistown 21
62 Stafford Financial, LLC Billings 21
64 Noisy Creek Capital Bigfork 16
65 Bitterroot Capital Advisors LLC Bozeman 15
65 Pinecrest Advisors Kalispell 15
67 East Face LLC Bozeman 10
68 Budge, David M. Not reported 7
69 Eagle Spirit Investments Consulting, Inc. Rollins 6
70 Firetower Advisors Belgrade 2

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

More rankings

Most accounts by state

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.