City
Wealth management firms in Missoula, Montana
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Missoula, Montana reported $957.8 million in regulatory assets under management; the largest by assets was SGL Investment Advisors, Inc., with $440.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $957.8 million
- Average per firm
- $87.1 million
- SEC-registered, of those listed
- 3 of 11 (27.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | SGL Investment Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $440.3 million | 1,533 |
| 2 | Willow Creek Capital Management, Inc. | SEC | $280.0 million | 431 |
| 3 | Pathfinder Planning and Investments | SEC | $122.3 million | 375 |
| 4 | Portfolio Logix, LLC | State | $39.5 million | 245 |
| 5 | S.G. Long & Company Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $33.1 million | 190 |
| 6 | Inukshuk Investments, LLC | State | $18.4 million | 50 |
| 7 | Sapphire Financial Strategies, L.L.C. | State | $17.8 million | 197 |
| 8 | Advanced Practice Planning, LLC | State | $6.4 million | 58 |
| 9 | Evergreen Summit Advisors, LLC | State | $0 | 0 |
| 10 | Moneysense LLC | State | $0 | 0 |
| 11 | Switchbacks Capital Advisory, LLC | 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.