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Find Best Financial Advisors in Montana

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A densely populated state like Montana has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Montana and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Montana
Last Updated - 03-Aug-2022

Montana has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 214 non-vetted advisors in your local area. These financial advisors in Montana have an average of 25 years of experience.

NOTE: The list of financial advisors in Montana mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Montana.

List of Qualified Financial Advisors in Montana
Financial Advisor Experience AUM Minimum Assets Fee Structure
Sean Pahut
MONTANA WEALTH MANAGEMENT
501 RIVER DR S STE 200,
Great Falls, MT 59405
25 Not Specified 100,000 Fee-Based

Information on Qualified Financial Advisors in Montana

Qualifications CRD# 2954713
Firm CRD# 6413
Series 6, 7, 63, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 501 RIVER DR S STE 200,
Great Falls,
MT
59405
Phone Number 406-450-0507

For over 23 years I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. My practice is founded upon making a commitment to my clients to follow a refined process because I believe this is the foundation to building a successful, long-term relationship. I work with qualified individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, attention to detail, and unwavering commitment to the well-being of my clients are the hallmarks of my service process.
I earned my degree in finance from Carroll College in Helena, Montana and I hold the series 7, 63 and 66 registrations through LPL Financial as well as a Montana insurance license. Giving back to the community is important to me. I have been a LT. Governor with Kiwanis, previously served on the board of Marias Medical Center and have volunteered as a wrestling and baseball coach. My wife and I have two children and live in Great Falls where we are active in our children's school and sport activities. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Research This Advisor" section above.

About Montana Wealth Management

OUR APPROACH IS SIMPLE.
WE STRIVE TO ALLEVIATE THE STRESS AND WORRY FROM MANAGING YOUR WEALTH. Whether it's a newly empty nest, marriage, divorce, moving, a big promotion at work, aging parents, selling a business, or starting a new one - change is inevitable. Let our team with over 100 years of combined financial experience help you pursue your personalized goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Top Financial Advisor Firms in Montana (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
D.A. Davidson & Co.
8 Third Street North,
Great Falls, MT 59401
$27,232,921,779 70553 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Investment Management Group
402 N. Broadway,
Billings, MT 59101
$5,729,989,821 1846 A percentage of AUM
Fixed fees
Davidson Investment Advisors, Inc.
8 Third Street North,
Great Falls, MT 59401-3104
$2,489,292,610 2125 A percentage of AUM
Stack Financial Management Inc
625 Wisconsin Avenue,
Whitefish, MT 59937-2129
$1,712,114,137 1378 A percentage of AUM
Bitterroot Capital Advisors Llc
118 East Main Street,
Bozeman, MT 59715
$1,206,698,986 17 A percentage of AUM
Fixed fees
Allied Investment Advisors Llc
3409 Transtech Way , Suite A,
Billings, MT 59102
$666,886,891 1493 A percentage of AUM
Hourly charges
Subscription fees
Front Street Capital Management, Inc.
218 East Front Street, Suite 205,
Missoula, MT 59802
$653,000,000 1099 A percentage of AUM
Hourly charges
Fixed fees
Dfc Preferred Advisors Llc
443 N. Willson Avenue,
Bozeman, MT 59715
$328,021,000 1 A percentage of AUM
Hourly charges
True North Financial
3178 Gabel Rd , Suite 1,
Billings, MT 59102
$309,243,419 1146 A percentage of AUM
Hourly charges
Fixed fees
Loveless Wealth Management, Llc
2615 Saint Johns Ave. , Suite A,
Billings, MT 59102
$264,597,832 714 A percentage of AUM
Sgl Investment Advisors, Inc.
283 W. Front Street Suite 302,
Missoula, MT 59802-4328
$218,528,471 496 A percentage of AUM
Destra Capital Advisors Llc
443 N. Willson Avenue,
Bozeman, MT 59715
$174,258,187 3 A percentage of AUM
Hourly charges
Coco Enterprises, Llc
6442 Highway 93 South,
Whitefish, MT 59937
$168,495,774 1147 A percentage of AUM
Other (WEALTHSCOPE SERVICE FIXED MONTHLY FEE)
Xy Investment Solutions, Llc
24 E. Main Street,
Bozeman, MT 59715
$103,493,604 964 A percentage of AUM
Holmes & Turner Financial Services, Inc.
1283 N 14th Ave , Ste 201,
Bozeman, MT 59715
$73,788,737 80 A percentage of AUM
Fixed fees

    List of Additional Advisors in Montana*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Andrew Laszlo Jr.
    Inquire with Andrew
    401 North 31st Street, Suite 900, Billings, MT  59101 406-896-4422
    Annette Wells
    Inquire with Annette
    401 North 31st Street, Suite 900, Billings, MT  59101 406-896-4431
    Bradley Nordberg
    Inquire with Bradley
    2615 Connery Way, Missoula, MT  59808 406-541-2100
    Brian J Bentley
    Inquire with Brian
    401 North 31st Street, Suite 900, Billings, MT  59101 406-238-8917
    Shay Smithwick-Hann - Ameriprise Financial Services, LLC
    Inquire with Shay
    4 Sunset Plz, Ste 100, Kalispell, MT  59901 406-541-2100
    Josiah Nelson
    Inquire with Josiah
    2615 Connery Way, Missoula, MT  59808 406-541-2100
    Ryan Wittman
    Inquire with Ryan
    3178 Gabel Rd, Ste 1, Billings, MT  59102 406-294-5000
    True North Financial
    Inquire with True
    3178 Gabel Rd, Ste 1, Billings, MT  59102 406-294-5000
    Dudley Shy
    Inquire with Dudley
    303 N Broadway, Ste 300, Billings, MT  59101 406-655-9228
    Tyler Vogele
    Inquire with Tyler
    3178 Gabel Rd, Ste 1, Billings, MT  59102 406-294-5000
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?