City
Independent RIAs in Kalispell, Montana
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Kalispell, Montana reported $516.5 million in regulatory assets under management; the largest by assets was Evergreen Wealth Partners LLC, with $405.2 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $516.5 million
- Average per firm
- $103.3 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Evergreen Wealth Partners LLC | SEC | $405.2 million | 1,792 |
| 2 | Ascent Wealth Management | State | $54.0 million | 153 |
| 3 | Glacier Investment Management | State | $45.7 million | 232 |
| 4 | Entrusted Wealth | State | $7.5 million | 48 |
| 5 | Pinecrest Advisors | State | $4.1 million | 15 |
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.