City
Independent RIAs in Bigfork, Montana
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Bigfork, Montana reported $353.3 million in regulatory assets under management; the largest by assets was Life Planning Advisors LLC, with $169.2 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $353.3 million
- Average per firm
- $70.7 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Life Planning Advisors LLC | SEC | $169.2 million | 1,071 |
| 2 | Wildrye Financial | State | $90.5 million | 317 |
| 3 | Reppond Investments, Inc. | State | $46.7 million | 295 |
| 4 | Platler Capital Management LLC | State | $28.0 million | 54 |
| 5 | Noisy Creek Capital | State | $18.9 million | 16 |
Independent RIAs in Montana, including every city.
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.