City
Wealth management firms in Bozeman, Montana
As of October 2, 2026, 23 wealth management firms, including broker-dealer firms, with their main office in Bozeman, Montana reported $4.1 billion in regulatory assets under management; the largest by assets was Bitterroot Capital Advisors LLC, with $1.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 23
- Regulatory assets under management
- $4.1 billion
- Average per firm
- $180.0 million
- SEC-registered, of those listed
- 4 of 23 (17.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Bitterroot Capital Advisors LLC | SEC | $1.8 billion | 15 |
| 2 | Xypn Sapphire | SEC | $1.3 billion | 4,262 |
| 3 | Professional Financial Management, Inc. | SEC | $304.1 million | 692 |
| 4 | Northfork Advisors | State | $107.6 million | 477 |
| 5 | McCormick Financial Advisors, LLC | State | $84.8 million | 176 |
| 6 | Springhill Wealth Management | SEC | $82.0 million | 167 |
| 7 | Arkell Asset Management, LLC | State | $75.0 million | 256 |
| 8 | Monteith Wealth | State | $73.7 million | 248 |
| 9 | Solid Rock Wealth Management | State | $49.1 million | 148 |
| 10 | Montana Investment Advisors Inc | State | $48.7 million | 82 |
| 11 | Mountain Wealth Management, LLC | State | $43.0 million | 180 |
| 12 | Cocreate Financial | State | $37.7 million | 316 |
| 13 | JCG Advisory Group, LLC | State | $33.7 million | 168 |
| 14 | Springbrook Financial, LLC | State | $27.0 million | 185 |
| 15 | Blackmore Financial Solutions | State | $25.8 million | 256 |
| 16 | Quinn Capital LLC | State | $23.9 million | 35 |
| 17 | Group W Investment Management LLC | State | $20.9 million | 23 |
| 18 | Watson House Investment Management, LLC | State | $20.0 million | 28 |
| 19 | East Face LLC | State | $18.7 million | 10 |
| 20 | Yellowstone Investment Planners, Inc. | State | $11.0 million | 22 |
| 21 | Aviator Wealth Group | State | $10.3 million | 41 |
| 22 | Black Cat Wealth | State | $9.6 million | 33 |
| 23 | High Country Stewardship | 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.