{"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 CFP professionals in Montana","lead":"As of October 2, 2026, Xypn Sapphire ranked #1 in Montana in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 41.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most CFP professionals","how_it_is_computed":"Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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":26,"rows":[{"rank":1,"crd":285967,"firm":"Xypn Sapphire","city":"Bozeman","state":"MT","value":41,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/285967/"},{"rank":2,"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":2,"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":2,"crd":299648,"firm":"Cocreate Financial","city":"Bozeman","state":"MT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299648/"},{"rank":2,"crd":308179,"firm":"Monteith Wealth","city":"Bozeman","state":"MT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/308179/"},{"rank":2,"crd":312097,"firm":"Evergreen Financial Group","city":"Billings","state":"MT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312097/"},{"rank":2,"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":2,"crd":335451,"firm":"Evergreen Wealth Partners LLC","city":"Kalispell","state":"MT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/335451/"},{"rank":9,"crd":106785,"firm":"Stack Financial Management Inc","city":"Whitefish","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106785/"},{"rank":9,"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":9,"crd":130128,"firm":"Capstone Wealth","city":"Billings","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/130128/"},{"rank":9,"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":9,"crd":151292,"firm":"Life Planning Advisors LLC","city":"Bigfork","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/151292/"},{"rank":9,"crd":159103,"firm":"Allied Investment Advisors LLC","city":"Billings","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/159103/"},{"rank":9,"crd":159781,"firm":"Northfork Advisors","city":"Bozeman","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/159781/"},{"rank":9,"crd":165775,"firm":"Piedmont Capital Management, LLC","city":"Whitefish","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/165775/"},{"rank":9,"crd":284780,"firm":"Main Line Retirement Advisors, LLC","city":"Whitefish","state":"MT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284780/"},{"rank":9,"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":9,"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":9,"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":9,"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":9,"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":9,"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":9,"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":9,"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":9,"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/"}]},"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 CFP professionals, nationally","url":"https://advisoriq.com/ria/rankings/most-cfp-professionals/"},{"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-cfp-professionals/montana/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-cfp-professionals/montana/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}