Financial advisors in Montana
6 SEC-registered advisory firms based in Montana, ranked by assets under management. Compare fees and fiduciary status, or get matched with your best fit in about 2 minutes.
Top cities in Montana
Montana advisory firms by assets
Firms compiled from public SEC Form ADV filings and ranked by reported regulatory AUM. AdvisoryReviews is an independent comparison service, not affiliated with or endorsed by any firm listed. Verify current details at adviserinfo.sec.gov.
Choosing an advisor in Montana
How many financial advisors are in Montana?
AdvisoryReviews lists 6 SEC-registered advisory firms based in Montana, compiled from public Form ADV filings. The largest by assets appear first. Use the free match tool to narrow them to the ones that fit your situation.
How do I verify a financial advisor in Montana?
Every firm here links to its official record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov). Check registration status, Form ADV, and any disclosures there before engaging anyone.
What does a financial advisor cost in Montana?
Fees vary by firm and model. Fee-only firms charge you directly (a percentage of assets, a flat fee, or hourly); fee-based firms may also earn commissions. Each firm profile shows its disclosed fee arrangements. The industry all-in average is around 1.25%.
Browse other states