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AdvisorIQ

Ranking, Montana

Independent RIAs with the most high net worth clients in Montana

As of October 2, 2026, Stack Financial Management Inc ranked #1 in Montana in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 590.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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.

Rank Firm City Most high net worth clients
1 Stack Financial Management Inc Whitefish 590
2 Allied Investment Advisors LLC Billings 307
3 Xypn Sapphire Bozeman 182
4 Evergreen Wealth Partners LLC Kalispell 119
5 Willow Creek Capital Management, Inc. Missoula 98
6 Capstone Wealth Billings 84
7 Professional Financial Management, Inc. Bozeman 83
8 Piedmont Capital Management, LLC Whitefish 61
9 Pathfinder Planning and Investments Missoula 60
9 Main Line Retirement Advisors, LLC Whitefish 60
11 Life Planning Advisors LLC Bigfork 51
12 Cladis Investment Advisory LLC Billings 46
12 Wildrye Financial Bigfork 46
14 Portfolio Logix, LLC Missoula 40
15 Royal Palms Capital, LLC Whitefish 33
16 Glacierwealth Whitefish 32
17 Arkell Asset Management, LLC Bozeman 28
17 Cocreate Financial Bozeman 28
17 Ascent Wealth Management Kalispell 28
17 Monteith Wealth Bozeman 28
21 McCormick Financial Advisors, LLC Bozeman 25
22 Solid Rock Wealth Management Bozeman 24
22 Springhill Wealth Management Bozeman 24
24 Montana Investment Advisors Inc Bozeman 23
24 Northfork Advisors Bozeman 23
26 Clearstone Wealth Management, LLC Whitefish 22
27 Bitterroot Capital Advisors LLC Bozeman 20
27 Big Sky Wealth Advisors, LLC Great Falls 20
29 Reppond Investments, Inc. Bigfork 16
29 Mountain Wealth Management, LLC Bozeman 16
31 Group W Investment Management LLC Bozeman 14
32 Diamond Investment Management Services, LLC Arlee 13
32 JCG Advisory Group, LLC Bozeman 13
34 Glacier Investment Management Kalispell 11
35 H R Financial Services, Inc. Somers 10
35 Quinn Capital LLC Bozeman 10
37 Watson House Investment Management, LLC Bozeman 9
37 Evergreen Financial Group Billings 9
39 Platler Capital Management LLC Bigfork 8
40 Optima Capital Management Billings 7
40 Inukshuk Investments, LLC Missoula 7
40 Stafford Financial, LLC Billings 7
40 Springbrook Financial, LLC Bozeman 7
44 Stapleton Financial Group Billings 6
44 Aviator Wealth Group Bozeman 6
46 Eagle Spirit Investments Consulting, Inc. Rollins 5
46 Opulence Planning Helena 5
48 Advanced Practice Planning, LLC Missoula 4
49 Budge, David M. Not reported 2
49 Sapphire Financial Strategies, L.L.C. Missoula 2
49 Pinecrest Advisors Kalispell 2
52 BDL Wealth Management PLLC Billings 1

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

More rankings

Most high net worth 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.