{ "path": "/advisors/mt", "url": "https://advisorcensus.com/advisors/mt", "page_type": "state", "title": "Financial advisors in Montana", "filters": {}, "scope_total": 87, "faq": [ { "q": "How many financial advisory firms are there in Montana?", "a": "AdvisorCensus lists 87 investment advisory firms with a principal office in Montana, from Form ADV filings as of October 2026: 25 SEC-registered, 52 state-registered, and 10 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Montana?", "a": "40 of the 87 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Montana offer financial planning?", "a": "53 of the 77 firms in Montana that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Montana fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 40 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 87 investment advisory firms with a principal office in Montana, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Montana: 87 firms from Form ADV filings as of October 2026.", "total_firms": 87, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 25, "state": 52, "exempt": 10 }, "fee_model_mix": [ { "code": "fee-only", "count": 40 }, { "code": "percentage_of_aum", "count": 71 }, { "code": "hourly", "count": 36 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 35 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 3 }, { "code": "other", "count": 8 }, { "code": "not_reported", "count": 10 } ], "years_registered_distribution": [ { "code": "under_5", "count": 39 }, { "code": "5_to_9", "count": 19 }, { "code": "10_to_19", "count": 18 }, { "code": "20_plus", "count": 11 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 26 }, { "code": "25m_100m", "count": 20 }, { "code": "100m_500m", "count": 15 }, { "code": "500m_1b", "count": 1 }, { "code": "1b_5b", "count": 4 }, { "code": "over_5b", "count": 3 }, { "code": "not_reported", "count": 18 } ], "firms": [ { "crd_number": 339835, "name": "406 PM", "name_as_filed": "406 PM", "url": "https://advisorcensus.com/firm/406-pm-339835", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304921, "name": "45NORTH Partners", "name_as_filed": "45NORTH PARTNERS", "url": "https://advisorcensus.com/firm/45north-partners-lewistown-mt-304921", "city": "Lewistown", "state": "MT", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 159103, "name": "Allied Investment Advisors LLC", "name_as_filed": "ALLIED INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/allied-investment-advisors-llc-billings-mt-159103", "city": "Billings", "state": "MT", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "subscription" ], "enhanced": false }, { "crd_number": 159418, "name": "Arkell Asset Management, LLC", "name_as_filed": "ARKELL ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/arkell-asset-management-llc-bozeman-mt-159418", "city": "Bozeman", "state": "MT", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 305915, "name": "Ascent Wealth Management", "name_as_filed": "ASCENT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/ascent-wealth-management-kalispell-mt-305915", "city": "Kalispell", "state": "MT", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330196, "name": "BDL Wealth Management PLLC", "name_as_filed": "BDL WEALTH MANAGEMENT PLLC", "url": "https://advisorcensus.com/firm/bdl-wealth-management-pllc-billings-mt-330196", "city": "Billings", "state": "MT", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315162, "name": "Bergen Park Capital Management, LLC", "name_as_filed": "BERGEN PARK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bergen-park-capital-management-llc-bigfork-mt-315162", "city": "Bigfork", "state": "MT", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 117520, "name": "Bibler Financial Group", "name_as_filed": "BIBLER FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/bibler-financial-group-big-sky-mt-117520", "city": "Big Sky", "state": "MT", "years_registered": 29, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328676, "name": "Big Sky Capital Group LLC", "name_as_filed": "BIG SKY CAPITAL GROUP LLC", "url": "https://advisorcensus.com/firm/big-sky-capital-group-llc-fairfield-mt-328676", "city": "Fairfield", "state": "MT", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 321272, "name": "Big Sky Wealth Advisors, LLC", "name_as_filed": "BIG SKY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/big-sky-wealth-advisors-llc-great-falls-mt-321272", "city": "Great Falls", "state": "MT", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109088, "name": "Bitterroot Capital Advisors LLC", "name_as_filed": "BITTERROOT CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/bitterroot-capital-advisors-llc-bozeman-mt-109088", "city": "Bozeman", "state": "MT", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 313381, "name": "Black CAT Wealth", "name_as_filed": "BLACK CAT WEALTH", "url": "https://advisorcensus.com/firm/black-cat-wealth-bozeman-mt-313381", "city": "Bozeman", "state": "MT", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 194516, "name": "Blackmore Financial Solutions", "name_as_filed": "BLACKMORE FINANCIAL SOLUTIONS", "url": "https://advisorcensus.com/firm/blackmore-financial-solutions-bozeman-mt-194516", "city": "Bozeman", "state": "MT", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 147046, "name": "Budge, David M.", "name_as_filed": "BUDGE, DAVID M.", "url": "https://advisorcensus.com/firm/budge-david-m-147046", "city": null, "state": null, "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 130128, "name": "Capstone Wealth", "name_as_filed": "CAPSTONE WEALTH", "url": "https://advisorcensus.com/firm/capstone-wealth-billings-mt-130128", "city": "Billings", "state": "MT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342117, "name": "CFD Investment Advisory LLC", "name_as_filed": "CFD INVESTMENT ADVISORY LLC", "url": "https://advisorcensus.com/firm/cfd-investment-advisory-llc-billings-mt-342117", "city": "Billings", "state": "MT", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153873, "name": "Cladis Investment Advisory LLC", "name_as_filed": "CLADIS INVESTMENT ADVISORY LLC", "url": "https://advisorcensus.com/firm/cladis-investment-advisory-llc-billings-mt-153873", "city": "Billings", "state": "MT", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334088, "name": "Clearstone Wealth Management, LLC", "name_as_filed": "CLEARSTONE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/clearstone-wealth-management-llc-whitefish-mt-334088", "city": "Whitefish", "state": "MT", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299648, "name": "Cocreate Financial", "name_as_filed": "COCREATE FINANCIAL", "url": "https://advisorcensus.com/firm/cocreate-financial-bozeman-mt-299648", "city": "Bozeman", "state": "MT", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 199, "name": "D.A. Davidson & Co.", "name_as_filed": "D.A. DAVIDSON & CO.", "url": "https://advisorcensus.com/firm/d-a-davidson-and-co-great-falls-mt-199", "city": "Great Falls", "state": "MT", "years_registered": 32, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110552, "name": "Davidson Investment Advisors, Inc.", "name_as_filed": "DAVIDSON INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/davidson-investment-advisors-inc-great-falls-mt-110552", "city": "Great Falls", "state": "MT", "years_registered": 51, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 148574, "name": "Destra Capital Advisors LLC", "name_as_filed": "DESTRA CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/destra-capital-advisors-llc-bozeman-mt-148574", "city": "Bozeman", "state": "MT", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 309927, "name": "DFC Preferred Advisors LLC", "name_as_filed": "DFC PREFERRED ADVISORS LLC", "url": "https://advisorcensus.com/firm/dfc-preferred-advisors-llc-bozeman-mt-309927", "city": "Bozeman", "state": "MT", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 164439, "name": "Diamond Investment Management Services, LLC", "name_as_filed": "DIAMOND INVESTMENT MANAGEMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/diamond-investment-management-services-llc-164439", "city": null, "state": null, "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156243, "name": "Eagle Spirit Investments Consulting, Inc.", "name_as_filed": "EAGLE SPIRIT INVESTMENTS CONSULTING, INC.", "url": "https://advisorcensus.com/firm/eagle-spirit-investments-consulting-inc-lakeside-mt-156243", "city": "Lakeside", "state": "MT", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 337305, "name": "East Face LLC", "name_as_filed": "EAST FACE LLC", "url": "https://advisorcensus.com/firm/east-face-llc-337305", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167879, "name": "EDR Investment Advisors, LLC", "name_as_filed": "EDR INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/edr-investment-advisors-llc-eureka-mt-167879", "city": "Eureka", "state": "MT", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 328138, "name": "Ember Peak Capital LLC", "name_as_filed": "EMBER PEAK CAPITAL LLC", "url": "https://advisorcensus.com/firm/ember-peak-capital-llc-bozeman-mt-328138", "city": "Bozeman", "state": "MT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 294185, "name": "Entrusted Wealth", "name_as_filed": "ENTRUSTED WEALTH", "url": "https://advisorcensus.com/firm/entrusted-wealth-kalispell-mt-294185", "city": "Kalispell", "state": "MT", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 342978, "name": "Evergreen Summit Advisors, LLC", "name_as_filed": "EVERGREEN SUMMIT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/evergreen-summit-advisors-llc-342978", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 335451, "name": "Evergreen Wealth Partners LLC", "name_as_filed": "EVERGREEN WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/evergreen-wealth-partners-llc-kalispell-mt-335451", "city": "Kalispell", "state": "MT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 336549, "name": "Firetower Advisors", "name_as_filed": "FIRETOWER ADVISORS", "url": "https://advisorcensus.com/firm/firetower-advisors-336549", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 141974, "name": "Front Street Capital Management, Inc.", "name_as_filed": "FRONT STREET CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/front-street-capital-management-inc-missoula-mt-141974", "city": "Missoula", "state": "MT", "years_registered": 19, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289129, "name": "Glacier Investment Management", "name_as_filed": "GLACIER INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/glacier-investment-management-kalispell-mt-289129", "city": "Kalispell", "state": "MT", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 116372, "name": "Glacierwealth", "name_as_filed": "GLACIERWEALTH", "url": "https://advisorcensus.com/firm/glacierwealth-whitefish-mt-116372", "city": "Whitefish", "state": "MT", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310509, "name": "Grizzly Ventures Management Company LLC", "name_as_filed": "GRIZZLY VENTURES MANAGEMENT COMPANY LLC", "url": "https://advisorcensus.com/firm/grizzly-ventures-management-company-llc-missoula-mt-310509", "city": "Missoula", "state": "MT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 125215, "name": "Group W Investment Management LLC", "name_as_filed": "GROUP W INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/group-w-investment-management-llc-bozeman-mt-125215", "city": "Bozeman", "state": "MT", "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 116733, "name": "H R Financial Services, Inc.", "name_as_filed": "H R FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/h-r-financial-services-inc-bigfork-mt-116733", "city": "Bigfork", "state": "MT", "years_registered": 28, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 344104, "name": "High Country Stewardship", "name_as_filed": "HIGH COUNTRY STEWARDSHIP", "url": "https://advisorcensus.com/firm/high-country-stewardship-bozeman-mt-344104", "city": "Bozeman", "state": "MT", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 113553, "name": "Holmes & Turner Financial Services, Inc.", "name_as_filed": "HOLMES & TURNER FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/holmes-and-turner-financial-services-inc-bozeman-mt-113553", "city": "Bozeman", "state": "MT", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 331198, "name": "Homestake Management, LLC", "name_as_filed": "HOMESTAKE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/homestake-management-llc-bozeman-mt-331198", "city": "Bozeman", "state": "MT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288161, "name": "Homestake Venture Partners LLC", "name_as_filed": "HOMESTAKE VENTURE PARTNERS LLC", "url": "https://advisorcensus.com/firm/homestake-venture-partners-llc-bozeman-mt-288161", "city": "Bozeman", "state": "MT", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 342668, "name": "IB Wealth Management", "name_as_filed": "IB WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/ib-wealth-management-havre-mt-342668", "city": "Havre", "state": "MT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 166556, "name": "Inukshuk Investments, LLC", "name_as_filed": "INUKSHUK INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/inukshuk-investments-llc-missoula-mt-166556", "city": "Missoula", "state": "MT", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122166, "name": "Investment Management Group", "name_as_filed": "INVESTMENT MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/investment-management-group-billings-mt-122166", "city": "Billings", "state": "MT", "years_registered": 23, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 284491, "name": "James C Wangerin, CPA/PFS", "name_as_filed": "JAMES C WANGERIN, CPA/PFS", "url": "https://advisorcensus.com/firm/james-c-wangerin-cpa-pfs-deer-lodge-mt-284491", "city": "Deer Lodge", "state": "MT", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283746, "name": "JCG Advisory Group, LLC", "name_as_filed": "JCG ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/jcg-advisory-group-llc-bozeman-mt-283746", "city": "Bozeman", "state": "MT", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334418, "name": "Klipspringer Capital Management", "name_as_filed": "KLIPSPRINGER CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/klipspringer-capital-management-bozeman-mt-334418", "city": "Bozeman", "state": "MT", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 153465, "name": "Larsen Financial Services", "name_as_filed": "LARSEN FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/larsen-financial-services-geraldine-mt-153465", "city": "Geraldine", "state": "MT", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 151292, "name": "Life Planning Advisors LLC", "name_as_filed": "LIFE PLANNING ADVISORS LLC", "url": "https://advisorcensus.com/firm/life-planning-advisors-llc-bigfork-mt-151292", "city": "Bigfork", "state": "MT", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/mt/bozeman", "name": "Bozeman", "msa_name": "Bozeman, MT", "state_code": "MT", "firm_count": 28 }, { "path": "/advisors/mt/missoula", "name": "Missoula", "msa_name": "Missoula, MT", "state_code": "MT", "firm_count": 11 }, { "path": "/advisors/mt/billings", "name": "Billings", "msa_name": "Billings, MT", "state_code": "MT", "firm_count": 9 }, { "path": "/advisors/mt/great-falls", "name": "Great Falls", "msa_name": "Great Falls, MT", "state_code": "MT", "firm_count": 3 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/mt", "label": "Financial advisors in Montana" }, "fee_pages": [ { "path": "/advisors/mt/fee-only", "label": "Fee-only financial advisors in Montana", "firm_count": 40 }, { "path": "/advisors/mt/flat-fee", "label": "Flat-fee financial advisors in Montana", "firm_count": 35 }, { "path": "/advisors/mt/hourly", "label": "Hourly financial advisors in Montana", "firm_count": 36 } ] }, "csv": "https://advisorcensus.com/advisors/mt.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }