City
Wealth management firms in Billings, Montana
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Billings, Montana reported $2.2 billion in regulatory assets under management; the largest by assets was Allied Investment Advisors LLC, with $1.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $2.2 billion
- Average per firm
- $198.8 million
- SEC-registered, of those listed
- 3 of 11 (27.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Allied Investment Advisors LLC | SEC | $1.5 billion | 2,411 |
| 2 | Capstone Wealth | SEC | $354.3 million | 508 |
| 3 | Cladis Investment Advisory LLC | SEC | $242.6 million | 274 |
| 4 | Optima Capital Management | State | $36.8 million | 46 |
| 5 | Evergreen Financial Group | State | $29.5 million | 161 |
| 6 | Stapleton Financial Group | State | $15.8 million | 98 |
| 7 | Stafford Financial, LLC | State | $14.5 million | 21 |
| 8 | BDL Wealth Management PLLC | State | $5.6 million | 28 |
| 9 | 406 PM | State | $0 | 0 |
| 10 | CFD Investment Advisory LLC | State | $0 | 0 |
| 11 | TTG Financial Services, Inc. | State | $0 | 0 |
Wealth management firms 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.