Ranking, Montana

Independent RIAs with the most clients in Montana

As of October 2, 2026, Allied Investment Advisors LLC ranked #1 in Montana in AdvisorIQ's ranking of independent RIAs with the most clients, with 1,071.

Include wirehouses and broker-dealer firms

Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked "fewer than 5 clients" without a number adds nothing. 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.

Independent RIAs with the most clients in Montana
Rank	Firm	City	Most clients
1	Allied Investment Advisors LLC	Billings	1,071
2	Life Planning Advisors LLC	Bigfork	979
3	Stack Financial Management Inc	Whitefish	833
4	Xypn Sapphire	Bozeman	796
5	Evergreen Wealth Partners LLC	Kalispell	758
6	Piedmont Capital Management, LLC	Whitefish	470
7	Willow Creek Capital Management, Inc.	Missoula	413
8	Main Line Retirement Advisors, LLC	Whitefish	360
9	Diamond Investment Management Services, LLC	Arlee	253
10	Big Sky Wealth Advisors, LLC	Great Falls	207
11	Blackmore Financial Solutions	Bozeman	196
12	Capstone Wealth	Billings	189
13	Professional Financial Management, Inc.	Bozeman	168
14	Portfolio Logix, LLC	Missoula	156
15	Northfork Advisors	Bozeman	152
16	Cladis Investment Advisory LLC	Billings	125
17	Wildrye Financial	Bigfork	122
18	Glacier Investment Management	Kalispell	118
19	Cocreate Financial	Bozeman	113
20	Bibler Financial Group	Big Sky	110
21	Reppond Investments, Inc.	Bigfork	95
22	Monteith Wealth	Bozeman	90
23	Royal Palms Capital, LLC	Whitefish	87
24	Pathfinder Planning and Investments	Missoula	79
25	Sapphire Financial Strategies, L.L.C.	Missoula	77
26	Arkell Asset Management, LLC	Bozeman	71
26	Springhill Wealth Management	Bozeman	71
28	Stapleton Financial Group	Billings	66
29	Ascent Wealth Management	Kalispell	64
30	James C Wangerin, CPA/PFS	Deer Lodge	61
31	Lussenheide Capital Management, Inc	Florence	60
32	McCormick Financial Advisors, LLC	Bozeman	58
32	Clearstone Wealth Management, LLC	Whitefish	58
34	JCG Advisory Group, LLC	Bozeman	56
35	Platler Capital Management LLC	Bigfork	53
36	Inukshuk Investments, LLC	Missoula	51
37	Solid Rock Wealth Management	Bozeman	47
37	Springbrook Financial, LLC	Bozeman	47
39	Glacierwealth	Whitefish	46
40	Group W Investment Management LLC	Bozeman	45
41	Yellowstone Investment Planners, Inc.	Bozeman	44
42	Evergreen Financial Group	Billings	42
43	Montana Investment Advisors Inc	Bozeman	41
44	Off the Beaten Path Financial	Wilsall	36
45	Quinn Capital LLC	Bozeman	35
45	Advanced Practice Planning, LLC	Missoula	35
47	Opulence Planning	Helena	29
48	Mountain Wealth Management, LLC	Bozeman	28
49	Edr Investment Advisors, LLC	Eureka	27
50	Dividends & More	Troy	26
51	Stafford Financial, LLC	Billings	23
52	Quarterpoint	Lewistown	21
53	Bitterroot Capital Advisors LLC	Bozeman	20
54	Optima Capital Management	Billings	19
54	Aviator Wealth Group	Bozeman	19
56	BDL Wealth Management PLLC	Billings	18
57	Pinecrest Advisors	Kalispell	15
58	Watson House Investment Management, LLC	Bozeman	14
59	H R Financial Services, Inc.	Somers	13
59	Black Cat Wealth	Bozeman	13
61	Entrusted Wealth	Kalispell	12
62	Budge, David M.	Not reported	10
63	Larsen Financial Services	Geraldine	8
64	Eagle Spirit Investments Consulting, Inc.	Rollins	6
64	Noisy Creek Capital	Bigfork	6
66	45NORTH Partners	Lewistown	1

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

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Most clients 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.