City
Wealth management firms in Whitefish, Montana
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Whitefish, Montana reported $2.9 billion in regulatory assets under management; the largest by assets was Stack Financial Management Inc, with $2.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $2.9 billion
- Average per firm
- $478.1 million
- SEC-registered, of those listed
- 4 of 6 (66.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Stack Financial Management Inc | SEC | $2.0 billion | 1,524 |
| 2 | Main Line Retirement Advisors, LLC | SEC | $448.6 million | 679 |
| 3 | Piedmont Capital Management, LLC | SEC | $231.8 million | 1,172 |
| 4 | Royal Palms Capital, LLC | SEC | $124.2 million | 249 |
| 5 | Glacierwealth | State | $41.5 million | 172 |
| 6 | Clearstone Wealth Management, LLC | State | $30.1 million | 95 |
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.