Top 10 Advisor Firms in Montana by AUM
The largest public advisor firms headquartered in Montana, ranked by reported assets under management.
Montana
| # | Firm | AUM |
|---|---|---|
| 1 | D.A. DAVIDSON & CO. Great Falls, MT | $41.8B |
| 2 | DAVIDSON INVESTMENT ADVISORS, INC. Great Falls, MT | $5.2B |
| 3 | STACK FINANCIAL MANAGEMENT INC Whitefish, MT | $2B |
| 4 | BITTERROOT CAPITAL ADVISORS LLC Bozeman, MT | $1.8B |
| 5 | ALLIED INVESTMENT ADVISORS LLC Billings, MT | $1.5B |
| 6 | XYPN INVEST Bozeman, MT | $881.5M |
| 7 | FRONT STREET CAPITAL MANAGEMENT, INC. Missoula, MT | $862M |
| 8 | MAIN LINE RETIREMENT ADVISORS, LLC Whitefish, MT | $448.6M |
| 9 | EVERGREEN WEALTH PARTNERS LLC Kalispell, MT | $405.2M |
| 10 | SGL INVESTMENT ADVISORS, INC. Missoula, MT | $391.6M |