# Independent RIAs with the most CFP professionals in Montana

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
Address: https://advisoriq.com/ria/rankings/most-cfp-professionals/montana/

## 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342978/

## 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 CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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-cfp-professionals/montana/

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