# Independent RIAs with the most accounts in Montana

As of October 2, 2026, Xypn Sapphire ranked #1 in Montana in AdvisorIQ's ranking of independent RIAs with the most accounts, with 4,262.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/most-accounts/montana/

## Facts

- ranking: Independent RIAs with the most accounts
- how_it_is_computed: 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.
- unit: count
- scope: Montana
- firms_listed: 67
- rows: rank: 1, crd: 285967, firm: Xypn Sapphire, city: Bozeman, state: MT, value: 4262, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285967/; rank: 2, crd: 159103, firm: Allied Investment Advisors LLC, city: Billings, state: MT, value: 2411, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159103/; rank: 3, crd: 335451, firm: Evergreen Wealth Partners LLC, city: Kalispell, state: MT, value: 1792, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335451/; rank: 4, crd: 106785, firm: Stack Financial Management Inc, city: Whitefish, state: MT, value: 1524, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106785/; rank: 5, crd: 165775, firm: Piedmont Capital Management, LLC, city: Whitefish, state: MT, value: 1172, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165775/; rank: 6, crd: 151292, firm: Life Planning Advisors LLC, city: Bigfork, state: MT, value: 1071, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151292/; rank: 7, crd: 118117, firm: Professional Financial Management, Inc., city: Bozeman, state: MT, value: 692, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118117/; rank: 8, crd: 284780, firm: Main Line Retirement Advisors, LLC, city: Whitefish, state: MT, value: 679, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284780/; rank: 9, crd: 321272, firm: Big Sky Wealth Advisors, LLC, city: Great Falls, state: MT, value: 570, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321272/; rank: 10, crd: 130128, firm: Capstone Wealth, city: Billings, state: MT, value: 508, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130128/; rank: 11, crd: 159781, firm: Northfork Advisors, city: Bozeman, state: MT, value: 477, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159781/; rank: 12, crd: 333911, firm: Willow Creek Capital Management, Inc., city: Missoula, state: MT, value: 431, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333911/; rank: 13, crd: 159486, firm: Pathfinder Planning and Investments, city: Missoula, state: MT, value: 375, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159486/; rank: 14, crd: 317148, firm: Wildrye Financial, city: Bigfork, state: MT, value: 317, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317148/; rank: 15, crd: 299648, firm: Cocreate Financial, city: Bozeman, state: MT, value: 316, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299648/; rank: 16, crd: 202511, firm: Reppond Investments, Inc., city: Bigfork, state: MT, value: 295, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/202511/; rank: 17, crd: 153873, firm: Cladis Investment Advisory LLC, city: Billings, state: MT, value: 274, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153873/; rank: 18, crd: 159418, firm: Arkell Asset Management, LLC, city: Bozeman, state: MT, value: 256, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159418/; rank: 18, crd: 194516, firm: Blackmore Financial Solutions, city: Bozeman, state: MT, value: 256, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/194516/; rank: 20, crd: 135304, firm: Royal Palms Capital, LLC, city: Whitefish, state: MT, value: 249, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135304/; rank: 21, crd: 308179, firm: Monteith Wealth, city: Bozeman, state: MT, value: 248, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308179/; rank: 22, crd: 305082, firm: Portfolio Logix, LLC, city: Missoula, state: MT, value: 245, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305082/; rank: 23, crd: 289129, firm: Glacier Investment Management, city: Kalispell, state: MT, value: 232, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289129/; rank: 24, crd: 296926, firm: Sapphire Financial Strategies, L.L.C., city: Missoula, state: MT, value: 197, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296926/; rank: 25, crd: 322443, firm: Springbrook Financial, LLC, city: Bozeman, state: MT, value: 185, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322443/; rank: 26, crd: 309244, firm: Mountain Wealth Management, LLC, city: Bozeman, state: MT, value: 180, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309244/; rank: 27, crd: 289043, firm: McCormick Financial Advisors, LLC, city: Bozeman, state: MT, value: 176, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289043/; rank: 28, crd: 116372, firm: Glacierwealth, city: Whitefish, state: MT, value: 172, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116372/; rank: 29, crd: 283746, firm: JCG Advisory Group, LLC, city: Bozeman, state: MT, value: 168, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283746/; rank: 30, crd: 342137, firm: Springhill Wealth Management, city: Bozeman, state: MT, value: 167, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342137/; rank: 31, crd: 312097, firm: Evergreen Financial Group, city: Billings, state: MT, value: 161, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312097/; rank: 32, crd: 305915, firm: Ascent Wealth Management, city: Kalispell, state: MT, value: 153, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305915/; rank: 33, crd: 170264, firm: Solid Rock Wealth Management, city: Bozeman, state: MT, value: 148, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170264/; rank: 34, crd: 164439, firm: Diamond Investment Management Services, LLC, city: Arlee, state: MT, value: 126, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164439/; rank: 35, crd: 117520, firm: Bibler Financial Group, city: Big Sky, state: MT, value: 110, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117520/; rank: 36, crd: 284716, firm: Stapleton Financial Group, city: Billings, state: MT, value: 98, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284716/; rank: 37, crd: 334088, firm: Clearstone Wealth Management, LLC, city: Whitefish, state: MT, value: 95, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334088/; rank: 38, crd: 106377, firm: Montana Investment Advisors Inc, city: Bozeman, state: MT, value: 82, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106377/; rank: 39, crd: 323401, firm: Off the Beaten Path Financial, city: Wilsall, state: MT, value: 76, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323401/; rank: 40, crd: 284491, firm: James C Wangerin, CPA/PFS, city: Deer Lodge, state: MT, value: 61, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284491/; rank: 41, crd: 134053, firm: Lussenheide Capital Management, Inc, city: Florence, state: MT, value: 60, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134053/; rank: 42, crd: 318104, firm: Opulence Planning, city: Helena, state: MT, value: 58, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318104/; rank: 42, crd: 327349, firm: Advanced Practice Planning, LLC, city: Missoula, state: MT, value: 58, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327349/; rank: 44, crd: 125313, firm: Dividends & More, city: Troy, state: MT, value: 56, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125313/; rank: 45, crd: 148911, firm: Platler Capital Management LLC, city: Bigfork, state: MT, value: 54, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148911/; rank: 46, crd: 166556, firm: Inukshuk Investments, LLC, city: Missoula, state: MT, value: 50, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166556/; rank: 47, crd: 294185, firm: Entrusted Wealth, city: Kalispell, state: MT, value: 48, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294185/; rank: 48, crd: 132775, firm: Optima Capital Management, city: Billings, state: MT, value: 46, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132775/; rank: 49, crd: 331993, firm: Aviator Wealth Group, city: Bozeman, state: MT, value: 41, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331993/; rank: 50, crd: 143182, firm: Quinn Capital LLC, city: Bozeman, state: MT, value: 35, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143182/; rank: 51, crd: 313381, firm: Black Cat Wealth, city: Bozeman, state: MT, value: 33, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313381/; rank: 52, crd: 167879, firm: Edr Investment Advisors, LLC, city: Eureka, state: MT, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167879/; rank: 53, crd: 300512, firm: Watson House Investment Management, LLC, city: Bozeman, state: MT, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300512/; rank: 53, crd: 330196, firm: BDL Wealth Management PLLC, city: Billings, state: MT, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330196/; rank: 55, crd: 125215, firm: Group W Investment Management LLC, city: Bozeman, state: MT, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125215/; rank: 55, crd: 153465, firm: Larsen Financial Services, city: Geraldine, state: MT, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153465/; rank: 57, crd: 116733, firm: H R Financial Services, Inc., city: Somers, state: MT, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116733/; rank: 57, crd: 134387, firm: Yellowstone Investment Planners, Inc., city: Bozeman, state: MT, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134387/; rank: 59, crd: 166918, firm: Quarterpoint, city: Lewistown, state: MT, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166918/; rank: 59, crd: 295502, firm: Stafford Financial, LLC, city: Billings, state: MT, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/295502/; rank: 61, crd: 328103, firm: Noisy Creek Capital, city: Bigfork, state: MT, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328103/; rank: 62, crd: 109088, firm: Bitterroot Capital Advisors LLC, city: Bozeman, state: MT, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109088/; rank: 62, crd: 329783, firm: Pinecrest Advisors, city: Kalispell, state: MT, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329783/; rank: 64, crd: 337305, firm: East Face LLC, city: Bozeman, state: MT, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337305/; rank: 65, crd: 147046, firm: Budge, David M., city: not stated, state: MT, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147046/; rank: 66, crd: 156243, firm: Eagle Spirit Investments Consulting, Inc., city: Rollins, state: MT, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156243/; rank: 67, crd: 336549, firm: Firetower Advisors, city: Belgrade, state: MT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336549/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the most accounts, nationally](https://advisoriq.com/ria/rankings/most-accounts/)
- [RIA market data for Montana](https://advisoriq.com/ria/states/montana/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-accounts/montana/

License: https://advisoriq.com/license/