# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/most-hnw-clients/montana/

## Facts

- ranking: Independent RIAs with the most high net worth clients
- how_it_is_computed: 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.
- unit: count
- scope: Montana
- firms_listed: 52
- rows: rank: 1, crd: 106785, firm: Stack Financial Management Inc, city: Whitefish, state: MT, value: 590, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106785/; rank: 2, crd: 159103, firm: Allied Investment Advisors LLC, city: Billings, state: MT, value: 307, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159103/; rank: 3, crd: 285967, firm: Xypn Sapphire, city: Bozeman, state: MT, value: 182, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285967/; rank: 4, crd: 335451, firm: Evergreen Wealth Partners LLC, city: Kalispell, state: MT, value: 119, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335451/; rank: 5, crd: 333911, firm: Willow Creek Capital Management, Inc., city: Missoula, state: MT, value: 98, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333911/; rank: 6, crd: 130128, firm: Capstone Wealth, city: Billings, state: MT, value: 84, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130128/; rank: 7, crd: 118117, firm: Professional Financial Management, Inc., city: Bozeman, state: MT, value: 83, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118117/; rank: 8, crd: 165775, firm: Piedmont Capital Management, LLC, city: Whitefish, state: MT, value: 61, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165775/; rank: 9, crd: 159486, firm: Pathfinder Planning and Investments, city: Missoula, state: MT, value: 60, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159486/; rank: 9, crd: 284780, firm: Main Line Retirement Advisors, LLC, city: Whitefish, state: MT, value: 60, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284780/; rank: 11, crd: 151292, firm: Life Planning Advisors LLC, city: Bigfork, state: MT, value: 51, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151292/; rank: 12, crd: 153873, firm: Cladis Investment Advisory LLC, city: Billings, state: MT, value: 46, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153873/; rank: 12, crd: 317148, firm: Wildrye Financial, city: Bigfork, state: MT, value: 46, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317148/; rank: 14, crd: 305082, firm: Portfolio Logix, LLC, city: Missoula, state: MT, value: 40, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305082/; rank: 15, crd: 135304, firm: Royal Palms Capital, LLC, city: Whitefish, state: MT, value: 33, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135304/; rank: 16, crd: 116372, firm: Glacierwealth, city: Whitefish, state: MT, value: 32, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116372/; rank: 17, crd: 159418, firm: Arkell Asset Management, LLC, city: Bozeman, state: MT, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159418/; rank: 17, crd: 299648, firm: Cocreate Financial, city: Bozeman, state: MT, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299648/; rank: 17, crd: 305915, firm: Ascent Wealth Management, city: Kalispell, state: MT, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305915/; rank: 17, crd: 308179, firm: Monteith Wealth, city: Bozeman, state: MT, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308179/; rank: 21, crd: 289043, firm: McCormick Financial Advisors, LLC, city: Bozeman, state: MT, value: 25, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289043/; rank: 22, crd: 170264, firm: Solid Rock Wealth Management, city: Bozeman, state: MT, value: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170264/; rank: 22, crd: 342137, firm: Springhill Wealth Management, city: Bozeman, state: MT, value: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342137/; rank: 24, crd: 106377, firm: Montana Investment Advisors Inc, city: Bozeman, state: MT, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106377/; rank: 24, crd: 159781, firm: Northfork Advisors, city: Bozeman, state: MT, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159781/; rank: 26, crd: 334088, firm: Clearstone Wealth Management, LLC, city: Whitefish, state: MT, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334088/; rank: 27, crd: 109088, firm: Bitterroot Capital Advisors LLC, city: Bozeman, state: MT, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109088/; rank: 27, crd: 321272, firm: Big Sky Wealth Advisors, LLC, city: Great Falls, state: MT, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321272/; rank: 29, crd: 202511, firm: Reppond Investments, Inc., city: Bigfork, state: MT, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/202511/; rank: 29, crd: 309244, firm: Mountain Wealth Management, LLC, city: Bozeman, state: MT, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309244/; rank: 31, crd: 125215, firm: Group W Investment Management LLC, city: Bozeman, state: MT, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125215/; rank: 32, crd: 164439, firm: Diamond Investment Management Services, LLC, city: Arlee, state: MT, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164439/; rank: 32, crd: 283746, firm: JCG Advisory Group, LLC, city: Bozeman, state: MT, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283746/; rank: 34, crd: 289129, firm: Glacier Investment Management, city: Kalispell, state: MT, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289129/; rank: 35, crd: 116733, firm: H R Financial Services, Inc., city: Somers, state: MT, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116733/; rank: 35, crd: 143182, firm: Quinn Capital LLC, city: Bozeman, state: MT, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143182/; rank: 37, crd: 300512, firm: Watson House Investment Management, LLC, city: Bozeman, state: MT, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300512/; rank: 37, crd: 312097, firm: Evergreen Financial Group, city: Billings, state: MT, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312097/; rank: 39, crd: 148911, firm: Platler Capital Management LLC, city: Bigfork, state: MT, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148911/; rank: 40, crd: 132775, firm: Optima Capital Management, city: Billings, state: MT, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132775/; rank: 40, crd: 166556, firm: Inukshuk Investments, LLC, city: Missoula, state: MT, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166556/; rank: 40, crd: 295502, firm: Stafford Financial, LLC, city: Billings, state: MT, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/295502/; rank: 40, crd: 322443, firm: Springbrook Financial, LLC, city: Bozeman, state: MT, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322443/; rank: 44, crd: 284716, firm: Stapleton Financial Group, city: Billings, state: MT, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284716/; rank: 44, crd: 331993, firm: Aviator Wealth Group, city: Bozeman, state: MT, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331993/; rank: 46, crd: 156243, firm: Eagle Spirit Investments Consulting, Inc., city: Rollins, state: MT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156243/; rank: 46, crd: 318104, firm: Opulence Planning, city: Helena, state: MT, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318104/; rank: 48, crd: 327349, firm: Advanced Practice Planning, LLC, city: Missoula, state: MT, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327349/; rank: 49, crd: 147046, firm: Budge, David M., city: not stated, state: MT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147046/; rank: 49, crd: 296926, firm: Sapphire Financial Strategies, L.L.C., city: Missoula, state: MT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296926/; rank: 49, crd: 329783, firm: Pinecrest Advisors, city: Kalispell, state: MT, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329783/; rank: 52, crd: 330196, firm: BDL Wealth Management PLLC, city: Billings, state: MT, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330196/

## 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 high net worth clients, nationally](https://advisoriq.com/ria/rankings/most-hnw-clients/)
- [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-hnw-clients/montana/

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