City
Independent RIAs in Missoula, Montana
As of October 2, 2026, 9 independent wealth management RIAs with their main office in Missoula, Montana reported $484.4 million in regulatory assets under management; the largest by assets was Willow Creek Capital Management, Inc., with $280.0 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 9
- Regulatory assets under management
- $484.4 million
- Average per firm
- $53.8 million
- SEC-registered, of those listed
- 2 of 9 (22.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Willow Creek Capital Management, Inc. | SEC | $280.0 million | 431 |
| 2 | Pathfinder Planning and Investments | SEC | $122.3 million | 375 |
| 3 | Portfolio Logix, LLC | State | $39.5 million | 245 |
| 4 | Inukshuk Investments, LLC | State | $18.4 million | 50 |
| 5 | Sapphire Financial Strategies, L.L.C. | State | $17.8 million | 197 |
| 6 | Advanced Practice Planning, LLC | State | $6.4 million | 58 |
| 7 | Evergreen Summit Advisors, LLC | State | $0 | 0 |
| 8 | Moneysense LLC | State | $0 | 0 |
| 9 | Switchbacks Capital Advisory, LLC | State | $0 | 0 |
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.