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AdvisorIQ

Ranking, Montana

Wealth firms with the most clients, including broker-dealer firms in Montana

As of October 2, 2026, D.A. Davidson & Co. ranked #1 in Montana in AdvisorIQ's ranking of wealth firms with the most clients, including broker-dealer firms, with 71,168.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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.

Rank Firm City Most clients
1 D.A. Davidson & Co. Broker-dealer affiliated Great Falls 71,168
2 Allied Investment Advisors LLC Billings 1,071
3 SGL Investment Advisors, Inc. Broker-dealer affiliated Missoula 1,020
4 Life Planning Advisors LLC Bigfork 979
5 Stack Financial Management Inc Whitefish 833
6 Xypn Sapphire Bozeman 796
7 Evergreen Wealth Partners LLC Kalispell 758
8 Piedmont Capital Management, LLC Whitefish 470
9 Willow Creek Capital Management, Inc. Missoula 413
10 Main Line Retirement Advisors, LLC Whitefish 360
11 Diamond Investment Management Services, LLC Arlee 253
12 Big Sky Wealth Advisors, LLC Great Falls 207
13 Blackmore Financial Solutions Bozeman 196
14 Capstone Wealth Billings 189
15 Professional Financial Management, Inc. Bozeman 168
16 S.G. Long & Company Broker-dealer affiliated Missoula 156
16 Portfolio Logix, LLC Missoula 156
18 Northfork Advisors Bozeman 152
19 Cladis Investment Advisory LLC Billings 125
20 Wildrye Financial Bigfork 122
21 Glacier Investment Management Kalispell 118
22 Cocreate Financial Bozeman 113
23 Bibler Financial Group Big Sky 110
24 Reppond Investments, Inc. Bigfork 95
25 Monteith Wealth Bozeman 90
26 Royal Palms Capital, LLC Whitefish 87
27 Pathfinder Planning and Investments Missoula 79
28 Sapphire Financial Strategies, L.L.C. Missoula 77
29 Arkell Asset Management, LLC Bozeman 71
29 Springhill Wealth Management Bozeman 71
31 Stapleton Financial Group Billings 66
32 Ascent Wealth Management Kalispell 64
33 James C Wangerin, CPA/PFS Deer Lodge 61
34 Lussenheide Capital Management, Inc Florence 60
35 McCormick Financial Advisors, LLC Bozeman 58
35 Clearstone Wealth Management, LLC Whitefish 58
37 JCG Advisory Group, LLC Bozeman 56
38 Platler Capital Management LLC Bigfork 53
39 Inukshuk Investments, LLC Missoula 51
40 Solid Rock Wealth Management Bozeman 47
40 Springbrook Financial, LLC Bozeman 47
42 Glacierwealth Whitefish 46
43 Group W Investment Management LLC Bozeman 45
44 Yellowstone Investment Planners, Inc. Bozeman 44
45 Evergreen Financial Group Billings 42
46 Montana Investment Advisors Inc Bozeman 41
47 Off the Beaten Path Financial Wilsall 36
48 Quinn Capital LLC Bozeman 35
48 Advanced Practice Planning, LLC Missoula 35
50 Opulence Planning Helena 29
51 Mountain Wealth Management, LLC Bozeman 28
52 Edr Investment Advisors, LLC Eureka 27
53 Dividends & More Troy 26
54 Stafford Financial, LLC Billings 23
55 Quarterpoint Lewistown 21
56 Bitterroot Capital Advisors LLC Bozeman 20
57 Optima Capital Management Billings 19
57 Aviator Wealth Group Bozeman 19
59 BDL Wealth Management PLLC Billings 18
60 Pinecrest Advisors Kalispell 15
61 Watson House Investment Management, LLC Bozeman 14
62 H R Financial Services, Inc. Somers 13
62 Black Cat Wealth Bozeman 13
64 Entrusted Wealth Kalispell 12
65 Budge, David M. Not reported 10
66 Larsen Financial Services Geraldine 8
67 Eagle Spirit Investments Consulting, Inc. Rollins 6
67 Noisy Creek Capital Bigfork 6
69 45NORTH Partners Lewistown 1

69 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.