# Financial advisors in Bozeman, MT

> AdvisorCensus lists 28 investment advisory firms with a principal office in the Bozeman metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mt/bozeman

## At a glance

- Investment advisory firms: 28
- Registration: SEC-registered investment adviser: 6, State-registered investment adviser: 16, Exempt reporting adviser: 6
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 11 (50%); Percentage of assets 19 (86%); Hourly charges 10 (45%); Fixed fees 9 (41%); Commissions 1 (5%); Performance-based fees 1 (5%); Other 3 (14%); No compensation arrangements reported 6
- Regulatory assets under management (Item 5.F): Under $25 million 4 (14%); $25 million to $100 million 10 (36%); $100 million to $500 million 4 (14%); $1 billion to $5 billion 2 (7%); Not reported 8 (29%)
- Years registered: Under 5 years 10 (36%); 5 to 9 years 8 (29%); 10 to 19 years 7 (25%); 20 years or more 3 (11%)

## Firms (page 1 of 1, 1 to 28 of 28, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Arkell Asset Management, LLC](https://advisorcensus.com/firm/arkell-asset-management-llc-bozeman-mt-159418) ([md](https://advisorcensus.com/firm/arkell-asset-management-llc-bozeman-mt-159418.md)) | 159418 | Bozeman, MT | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly |
| [Bibler Financial Group](https://advisorcensus.com/firm/bibler-financial-group-big-sky-mt-117520) ([md](https://advisorcensus.com/firm/bibler-financial-group-big-sky-mt-117520.md)) | 117520 | Big Sky, MT | State-registered investment adviser | $25 million to $100 million | 29 | % of assets |
| [Bitterroot Capital Advisors LLC](https://advisorcensus.com/firm/bitterroot-capital-advisors-llc-bozeman-mt-109088) ([md](https://advisorcensus.com/firm/bitterroot-capital-advisors-llc-bozeman-mt-109088.md)) | 109088 | Bozeman, MT | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Fixed fee |
| [Black CAT Wealth](https://advisorcensus.com/firm/black-cat-wealth-bozeman-mt-313381) ([md](https://advisorcensus.com/firm/black-cat-wealth-bozeman-mt-313381.md)) | 313381 | Bozeman, MT | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Blackmore Financial Solutions](https://advisorcensus.com/firm/blackmore-financial-solutions-bozeman-mt-194516) ([md](https://advisorcensus.com/firm/blackmore-financial-solutions-bozeman-mt-194516.md)) | 194516 | Bozeman, MT | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee, Commissions |
| [Cocreate Financial](https://advisorcensus.com/firm/cocreate-financial-bozeman-mt-299648) ([md](https://advisorcensus.com/firm/cocreate-financial-bozeman-mt-299648.md)) | 299648 | Bozeman, MT | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Destra Capital Advisors LLC](https://advisorcensus.com/firm/destra-capital-advisors-llc-bozeman-mt-148574) ([md](https://advisorcensus.com/firm/destra-capital-advisors-llc-bozeman-mt-148574.md)) | 148574 | Bozeman, MT | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets |
| [DFC Preferred Advisors LLC](https://advisorcensus.com/firm/dfc-preferred-advisors-llc-bozeman-mt-309927) ([md](https://advisorcensus.com/firm/dfc-preferred-advisors-llc-bozeman-mt-309927.md)) | 309927 | Bozeman, MT | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Ember Peak Capital LLC](https://advisorcensus.com/firm/ember-peak-capital-llc-bozeman-mt-328138) ([md](https://advisorcensus.com/firm/ember-peak-capital-llc-bozeman-mt-328138.md)) | 328138 | Bozeman, MT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Group W Investment Management LLC](https://advisorcensus.com/firm/group-w-investment-management-llc-bozeman-mt-125215) ([md](https://advisorcensus.com/firm/group-w-investment-management-llc-bozeman-mt-125215.md)) | 125215 | Bozeman, MT | State-registered investment adviser | Under $25 million | 23 | % of assets |
| [High Country Stewardship](https://advisorcensus.com/firm/high-country-stewardship-bozeman-mt-344104) ([md](https://advisorcensus.com/firm/high-country-stewardship-bozeman-mt-344104.md)) | 344104 | Bozeman, MT | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Holmes & Turner Financial Services, Inc.](https://advisorcensus.com/firm/holmes-and-turner-financial-services-inc-bozeman-mt-113553) ([md](https://advisorcensus.com/firm/holmes-and-turner-financial-services-inc-bozeman-mt-113553.md)) | 113553 | Bozeman, MT | State-registered investment adviser | Not reported | 5 | Other |
| [Homestake Management, LLC](https://advisorcensus.com/firm/homestake-management-llc-bozeman-mt-331198) ([md](https://advisorcensus.com/firm/homestake-management-llc-bozeman-mt-331198.md)) | 331198 | Bozeman, MT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Homestake Venture Partners LLC](https://advisorcensus.com/firm/homestake-venture-partners-llc-bozeman-mt-288161) ([md](https://advisorcensus.com/firm/homestake-venture-partners-llc-bozeman-mt-288161.md)) | 288161 | Bozeman, MT | State-registered investment adviser | Under $25 million | 8 | Performance fee, Other |
| [JCG Advisory Group, LLC](https://advisorcensus.com/firm/jcg-advisory-group-llc-bozeman-mt-283746) ([md](https://advisorcensus.com/firm/jcg-advisory-group-llc-bozeman-mt-283746.md)) | 283746 | Bozeman, MT | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Klipspringer Capital Management](https://advisorcensus.com/firm/klipspringer-capital-management-bozeman-mt-334418) ([md](https://advisorcensus.com/firm/klipspringer-capital-management-bozeman-mt-334418.md)) | 334418 | Bozeman, MT | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Millennium TVP Management Co., LLC](https://advisorcensus.com/firm/millennium-tvp-management-co-llc-belgrade-mt-159536) ([md](https://advisorcensus.com/firm/millennium-tvp-management-co-llc-belgrade-mt-159536.md)) | 159536 | Belgrade, MT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Montana Landvest, Inc.](https://advisorcensus.com/firm/montana-landvest-inc-bozeman-mt-222511) ([md](https://advisorcensus.com/firm/montana-landvest-inc-bozeman-mt-222511.md)) | 222511 | Bozeman, MT | State-registered investment adviser | Not reported | 11 | Other |
| [Monteith Wealth](https://advisorcensus.com/firm/monteith-wealth-bozeman-mt-308179) ([md](https://advisorcensus.com/firm/monteith-wealth-bozeman-mt-308179.md)) | 308179 | Bozeman, MT | State-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Mountain Wealth Management, LLC](https://advisorcensus.com/firm/mountain-wealth-management-llc-bozeman-mt-309244) ([md](https://advisorcensus.com/firm/mountain-wealth-management-llc-bozeman-mt-309244.md)) | 309244 | Bozeman, MT | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly |
| [Next Frontier Capital MC, LLC](https://advisorcensus.com/firm/next-frontier-capital-mc-llc-bozeman-mt-221524) ([md](https://advisorcensus.com/firm/next-frontier-capital-mc-llc-bozeman-mt-221524.md)) | 221524 | Bozeman, MT | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Northfork Advisors](https://advisorcensus.com/firm/northfork-advisors-bozeman-mt-159781) ([md](https://advisorcensus.com/firm/northfork-advisors-bozeman-mt-159781.md)) | 159781 | Bozeman, MT | State-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly, Fixed fee |
| [Professional Financial Management, Inc.](https://advisorcensus.com/firm/professional-financial-management-inc-bozeman-mt-118117) ([md](https://advisorcensus.com/firm/professional-financial-management-inc-bozeman-mt-118117.md)) | 118117 | Bozeman, MT | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [Solid Rock Wealth Management](https://advisorcensus.com/firm/solid-rock-wealth-management-bozeman-mt-170264) ([md](https://advisorcensus.com/firm/solid-rock-wealth-management-bozeman-mt-170264.md)) | 170264 | Bozeman, MT | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Springbrook Financial, LLC](https://advisorcensus.com/firm/springbrook-financial-llc-bozeman-mt-322443) ([md](https://advisorcensus.com/firm/springbrook-financial-llc-bozeman-mt-322443.md)) | 322443 | Bozeman, MT | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [Springhill Wealth Management](https://advisorcensus.com/firm/springhill-wealth-management-bozeman-mt-342137) ([md](https://advisorcensus.com/firm/springhill-wealth-management-bozeman-mt-342137.md)) | 342137 | Bozeman, MT | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets |
| [Value Partners LLC](https://advisorcensus.com/firm/value-partners-llc-bozeman-mt-319676) ([md](https://advisorcensus.com/firm/value-partners-llc-bozeman-mt-319676.md)) | 319676 | Bozeman, MT | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Xypn Sapphire](https://advisorcensus.com/firm/xypn-sapphire-bozeman-mt-285967) ([md](https://advisorcensus.com/firm/xypn-sapphire-bozeman-mt-285967.md)) | 285967 | Bozeman, MT | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Hourly, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Bozeman, MT?**
AdvisorCensus lists 28 investment advisory firms with a principal office in the Bozeman metro area, from Form ADV filings as of October 2026: 6 SEC-registered, 16 state-registered, and 6 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Bozeman, MT?**
11 of the 28 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.

**How many financial advisors in Bozeman, MT offer financial planning?**
16 of the 22 firms in Bozeman, MT 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.

**Are the financial advisors in Bozeman, MT fiduciaries?**
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 11 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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- [Financial advisors in Bozeman, MT](https://advisorcensus.com/advisors/mt/bozeman) (https://advisorcensus.com/advisors/mt/bozeman.md)
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Every firm in this list as CSV: https://advisorcensus.com/advisors/mt/bozeman.csv

Cite as: AdvisorCensus. Financial advisors in Bozeman, MT: 28 firms from Form ADV filings as of October 2026.