Ranking, Montana

Wealth firms with the most high net worth 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 high net worth clients, including broker-dealer firms, with 18,223.

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

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.

Wealth firms with the most high net worth clients, including broker-dealer firms in Montana
Rank	Firm	City	Most high net worth clients
1	D.A. Davidson & Co. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Great Falls	18,223
2	Stack Financial Management Inc	Whitefish	590
3	Allied Investment Advisors LLC	Billings	307
4	Xypn Sapphire	Bozeman	182
5	Evergreen Wealth Partners LLC	Kalispell	119
6	Willow Creek Capital Management, Inc.	Missoula	98
7	SGL Investment Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Missoula	92
8	Capstone Wealth	Billings	84
9	Professional Financial Management, Inc.	Bozeman	83
10	Piedmont Capital Management, LLC	Whitefish	61
11	Pathfinder Planning and Investments	Missoula	60
11	Main Line Retirement Advisors, LLC	Whitefish	60
13	Life Planning Advisors LLC	Bigfork	51
14	Cladis Investment Advisory LLC	Billings	46
14	Wildrye Financial	Bigfork	46
16	Portfolio Logix, LLC	Missoula	40
17	Royal Palms Capital, LLC	Whitefish	33
18	Glacierwealth	Whitefish	32
19	Arkell Asset Management, LLC	Bozeman	28
19	Cocreate Financial	Bozeman	28
19	Ascent Wealth Management	Kalispell	28
19	Monteith Wealth	Bozeman	28
23	McCormick Financial Advisors, LLC	Bozeman	25
24	Solid Rock Wealth Management	Bozeman	24
24	Springhill Wealth Management	Bozeman	24
26	Montana Investment Advisors Inc	Bozeman	23
26	Northfork Advisors	Bozeman	23
28	Clearstone Wealth Management, LLC	Whitefish	22
29	Bitterroot Capital Advisors LLC	Bozeman	20
29	Big Sky Wealth Advisors, LLC	Great Falls	20
31	Reppond Investments, Inc.	Bigfork	16
31	Mountain Wealth Management, LLC	Bozeman	16
33	Group W Investment Management LLC	Bozeman	14
34	Diamond Investment Management Services, LLC	Arlee	13
34	JCG Advisory Group, LLC	Bozeman	13
36	Glacier Investment Management	Kalispell	11
37	H R Financial Services, Inc.	Somers	10
37	Quinn Capital LLC	Bozeman	10
39	Watson House Investment Management, LLC	Bozeman	9
39	Evergreen Financial Group	Billings	9
41	Platler Capital Management LLC	Bigfork	8
42	Optima Capital Management	Billings	7
42	Inukshuk Investments, LLC	Missoula	7
42	Stafford Financial, LLC	Billings	7
42	Springbrook Financial, LLC	Bozeman	7
46	Stapleton Financial Group	Billings	6
46	Aviator Wealth Group	Bozeman	6
48	Eagle Spirit Investments Consulting, Inc.	Rollins	5
48	Opulence Planning	Helena	5
50	S.G. Long & Company Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Missoula	4
50	Advanced Practice Planning, LLC	Missoula	4
52	Budge, David M.	Not reported	2
52	Sapphire Financial Strategies, L.L.C.	Missoula	2
52	Pinecrest Advisors	Kalispell	2
55	BDL Wealth Management PLLC	Billings	1

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

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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.