{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the most advisory staff in Montana","lead":"As of October 2, 2026, Xypn Sapphire ranked #1 in Montana in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 60.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most advisory staff","how_it_is_computed":"Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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":75,"rows":[{"rank":1,"crd":285967,"firm":"Xypn Sapphire","city":"Bozeman","state":"MT","value":60,"base_value":null,"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":11,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/159103/"},{"rank":3,"crd":106785,"firm":"Stack Financial Management Inc","city":"Whitefish","state":"MT","value":7,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106785/"},{"rank":3,"crd":109088,"firm":"Bitterroot Capital Advisors LLC","city":"Bozeman","state":"MT","value":7,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109088/"},{"rank":5,"crd":130128,"firm":"Capstone Wealth","city":"Billings","state":"MT","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/130128/"},{"rank":5,"crd":151292,"firm":"Life Planning Advisors LLC","city":"Bigfork","state":"MT","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/151292/"},{"rank":5,"crd":333911,"firm":"Willow Creek Capital Management, Inc.","city":"Missoula","state":"MT","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333911/"},{"rank":5,"crd":335451,"firm":"Evergreen Wealth Partners LLC","city":"Kalispell","state":"MT","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/335451/"},{"rank":9,"crd":153873,"firm":"Cladis Investment Advisory LLC","city":"Billings","state":"MT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/153873/"},{"rank":9,"crd":165775,"firm":"Piedmont Capital Management, LLC","city":"Whitefish","state":"MT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/165775/"},{"rank":9,"crd":299648,"firm":"Cocreate Financial","city":"Bozeman","state":"MT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299648/"},{"rank":9,"crd":308179,"firm":"Monteith Wealth","city":"Bozeman","state":"MT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/308179/"},{"rank":9,"crd":312097,"firm":"Evergreen Financial Group","city":"Billings","state":"MT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312097/"},{"rank":14,"crd":118117,"firm":"Professional Financial Management, Inc.","city":"Bozeman","state":"MT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/118117/"},{"rank":14,"crd":134053,"firm":"Lussenheide Capital Management, Inc","city":"Florence","state":"MT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/134053/"},{"rank":14,"crd":159486,"firm":"Pathfinder Planning and Investments","city":"Missoula","state":"MT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/159486/"},{"rank":14,"crd":159781,"firm":"Northfork Advisors","city":"Bozeman","state":"MT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/159781/"},{"rank":14,"crd":194516,"firm":"Blackmore Financial Solutions","city":"Bozeman","state":"MT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/194516/"},{"rank":14,"crd":202511,"firm":"Reppond Investments, Inc.","city":"Bigfork","state":"MT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/202511/"},{"rank":14,"crd":284780,"firm":"Main Line Retirement Advisors, LLC","city":"Whitefish","state":"MT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284780/"},{"rank":14,"crd":305082,"firm":"Portfolio Logix, LLC","city":"Missoula","state":"MT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305082/"},{"rank":14,"crd":309244,"firm":"Mountain Wealth Management, LLC","city":"Bozeman","state":"MT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/309244/"},{"rank":14,"crd":318104,"firm":"Opulence Planning","city":"Helena","state":"MT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/318104/"},{"rank":14,"crd":321272,"firm":"Big Sky Wealth Advisors, LLC","city":"Great Falls","state":"MT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/321272/"},{"rank":14,"crd":330196,"firm":"BDL Wealth Management PLLC","city":"Billings","state":"MT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/330196/"},{"rank":26,"crd":106377,"firm":"Montana Investment Advisors Inc","city":"Bozeman","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106377/"},{"rank":26,"crd":116372,"firm":"Glacierwealth","city":"Whitefish","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116372/"},{"rank":26,"crd":116733,"firm":"H R Financial Services, Inc.","city":"Somers","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116733/"},{"rank":26,"crd":117520,"firm":"Bibler Financial Group","city":"Big Sky","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117520/"},{"rank":26,"crd":125215,"firm":"Group W Investment Management LLC","city":"Bozeman","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/125215/"},{"rank":26,"crd":125313,"firm":"Dividends & More","city":"Troy","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/125313/"},{"rank":26,"crd":132775,"firm":"Optima Capital Management","city":"Billings","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/132775/"},{"rank":26,"crd":134387,"firm":"Yellowstone Investment Planners, Inc.","city":"Bozeman","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/134387/"},{"rank":26,"crd":135304,"firm":"Royal Palms Capital, LLC","city":"Whitefish","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/135304/"},{"rank":26,"crd":143182,"firm":"Quinn Capital LLC","city":"Bozeman","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/143182/"},{"rank":26,"crd":147046,"firm":"Budge, David M.","city":null,"state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147046/"},{"rank":26,"crd":148911,"firm":"Platler Capital Management LLC","city":"Bigfork","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/148911/"},{"rank":26,"crd":153465,"firm":"Larsen Financial Services","city":"Geraldine","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/153465/"},{"rank":26,"crd":156243,"firm":"Eagle Spirit Investments Consulting, Inc.","city":"Rollins","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/156243/"},{"rank":26,"crd":159418,"firm":"Arkell Asset Management, LLC","city":"Bozeman","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/159418/"},{"rank":26,"crd":164439,"firm":"Diamond Investment Management Services, LLC","city":"Arlee","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/164439/"},{"rank":26,"crd":166556,"firm":"Inukshuk Investments, LLC","city":"Missoula","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/166556/"},{"rank":26,"crd":166918,"firm":"Quarterpoint","city":"Lewistown","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/166918/"},{"rank":26,"crd":167879,"firm":"Edr Investment Advisors, LLC","city":"Eureka","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/167879/"},{"rank":26,"crd":170264,"firm":"Solid Rock Wealth Management","city":"Bozeman","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170264/"},{"rank":26,"crd":283746,"firm":"JCG Advisory Group, LLC","city":"Bozeman","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283746/"},{"rank":26,"crd":284491,"firm":"James C Wangerin, CPA/PFS","city":"Deer Lodge","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284491/"},{"rank":26,"crd":284716,"firm":"Stapleton Financial Group","city":"Billings","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284716/"},{"rank":26,"crd":289043,"firm":"McCormick Financial Advisors, LLC","city":"Bozeman","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/289043/"},{"rank":26,"crd":289129,"firm":"Glacier Investment Management","city":"Kalispell","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/289129/"},{"rank":26,"crd":294185,"firm":"Entrusted Wealth","city":"Kalispell","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/294185/"},{"rank":26,"crd":295502,"firm":"Stafford Financial, LLC","city":"Billings","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/295502/"},{"rank":26,"crd":296926,"firm":"Sapphire Financial Strategies, L.L.C.","city":"Missoula","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/296926/"},{"rank":26,"crd":300512,"firm":"Watson House Investment Management, LLC","city":"Bozeman","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/300512/"},{"rank":26,"crd":304921,"firm":"45NORTH Partners","city":"Lewistown","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/304921/"},{"rank":26,"crd":305915,"firm":"Ascent Wealth Management","city":"Kalispell","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305915/"},{"rank":26,"crd":313381,"firm":"Black Cat Wealth","city":"Bozeman","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/313381/"},{"rank":26,"crd":317148,"firm":"Wildrye Financial","city":"Bigfork","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/317148/"},{"rank":26,"crd":322443,"firm":"Springbrook Financial, LLC","city":"Bozeman","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/322443/"},{"rank":26,"crd":323401,"firm":"Off the Beaten Path Financial","city":"Wilsall","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323401/"},{"rank":26,"crd":325322,"firm":"Lifeproof Financial LLC","city":"Reed Point","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325322/"},{"rank":26,"crd":327349,"firm":"Advanced Practice Planning, LLC","city":"Missoula","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327349/"},{"rank":26,"crd":328103,"firm":"Noisy Creek Capital","city":"Bigfork","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/328103/"},{"rank":26,"crd":329783,"firm":"Pinecrest Advisors","city":"Kalispell","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/329783/"},{"rank":26,"crd":331993,"firm":"Aviator Wealth Group","city":"Bozeman","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331993/"},{"rank":26,"crd":333307,"firm":"Moneysense LLC","city":"Missoula","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333307/"},{"rank":26,"crd":334088,"firm":"Clearstone Wealth Management, LLC","city":"Whitefish","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/334088/"},{"rank":26,"crd":336549,"firm":"Firetower Advisors","city":"Belgrade","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/336549/"},{"rank":26,"crd":337305,"firm":"East Face LLC","city":"Bozeman","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/337305/"},{"rank":26,"crd":339673,"firm":"Switchbacks Capital Advisory, LLC","city":"Missoula","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/339673/"},{"rank":26,"crd":339835,"firm":"406 PM","city":"Billings","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/339835/"},{"rank":26,"crd":342117,"firm":"CFD Investment Advisory LLC","city":"Billings","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/342117/"},{"rank":26,"crd":342137,"firm":"Springhill Wealth Management","city":"Bozeman","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/342137/"},{"rank":26,"crd":342978,"firm":"Evergreen Summit Advisors, LLC","city":"Missoula","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/342978/"},{"rank":26,"crd":344104,"firm":"High Country Stewardship","city":"Bozeman","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/344104/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the most advisory staff, nationally","url":"https://advisoriq.com/ria/rankings/most-advisory-staff/"},{"title":"RIA market data for Montana","url":"https://advisoriq.com/ria/states/montana/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/most-advisory-staff/montana/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-advisory-staff/montana/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}