# Financial advisors in Montana

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mt/page/2

## At a glance

- Investment advisory firms: 87
- Registration: SEC-registered investment adviser: 25, State-registered investment adviser: 52, Exempt reporting adviser: 10
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 40 (52%); Percentage of assets 71 (92%); Hourly charges 36 (47%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 35 (45%); Commissions 1 (1%); Performance-based fees 3 (4%); Other 8 (10%); No compensation arrangements reported 10
- Regulatory assets under management (Item 5.F): Under $25 million 26 (30%); $25 million to $100 million 20 (23%); $100 million to $500 million 15 (17%); $500 million to $1 billion 1 (1%); $1 billion to $5 billion 4 (5%); Over $5 billion 3 (3%); Not reported 18 (21%)
- Years registered: Under 5 years 39 (45%); 5 to 9 years 19 (22%); 10 to 19 years 18 (21%); 20 years or more 11 (13%)

## Firms (page 2 of 2, 51 to 87 of 87, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Lifeproof Financial LLC](https://advisorcensus.com/firm/lifeproof-financial-llc-325322) ([md](https://advisorcensus.com/firm/lifeproof-financial-llc-325322.md)) | 325322 | Not reported, Not reported | State-registered investment adviser | Not reported | 2 | % of assets, Hourly, Fixed fee |
| [Main Line Retirement Advisors, LLC](https://advisorcensus.com/firm/main-line-retirement-advisors-llc-whitefish-mt-284780) ([md](https://advisorcensus.com/firm/main-line-retirement-advisors-llc-whitefish-mt-284780.md)) | 284780 | Whitefish, MT | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [McCormick Financial Advisors, LLC](https://advisorcensus.com/firm/mccormick-financial-advisors-llc-289043) ([md](https://advisorcensus.com/firm/mccormick-financial-advisors-llc-289043.md)) | 289043 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [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 |
| [Moneysense LLC](https://advisorcensus.com/firm/moneysense-llc-missoula-mt-333307) ([md](https://advisorcensus.com/firm/moneysense-llc-missoula-mt-333307.md)) | 333307 | Missoula, MT | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [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 |
| [Network Capital](https://advisorcensus.com/firm/network-capital-kalispell-mt-342019) ([md](https://advisorcensus.com/firm/network-capital-kalispell-mt-342019.md)) | 342019 | Kalispell, MT | SEC-registered investment adviser | Not reported | 0 | % of assets, Fixed fee |
| [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 |
| [Noisy Creek Capital](https://advisorcensus.com/firm/noisy-creek-capital-328103) ([md](https://advisorcensus.com/firm/noisy-creek-capital-328103.md)) | 328103 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets, Performance fee |
| [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 |
| [OFF the Beaten Path Financial](https://advisorcensus.com/firm/off-the-beaten-path-financial-323401) ([md](https://advisorcensus.com/firm/off-the-beaten-path-financial-323401.md)) | 323401 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Optima Capital Management](https://advisorcensus.com/firm/optima-capital-management-billings-mt-132775) ([md](https://advisorcensus.com/firm/optima-capital-management-billings-mt-132775.md)) | 132775 | Billings, MT | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Other |
| [Opulence Planning](https://advisorcensus.com/firm/opulence-planning-318104) ([md](https://advisorcensus.com/firm/opulence-planning-318104.md)) | 318104 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Pathfinder Planning and Investments](https://advisorcensus.com/firm/pathfinder-planning-and-investments-missoula-mt-159486) ([md](https://advisorcensus.com/firm/pathfinder-planning-and-investments-missoula-mt-159486.md)) | 159486 | Missoula, MT | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Piedmont Capital Management, LLC](https://advisorcensus.com/firm/piedmont-capital-management-llc-whitefish-mt-165775) ([md](https://advisorcensus.com/firm/piedmont-capital-management-llc-whitefish-mt-165775.md)) | 165775 | Whitefish, MT | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Portfolio Logix, LLC](https://advisorcensus.com/firm/portfolio-logix-llc-missoula-mt-305082) ([md](https://advisorcensus.com/firm/portfolio-logix-llc-missoula-mt-305082.md)) | 305082 | Missoula, MT | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly |
| [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 |
| [Royal Palms Capital, LLC](https://advisorcensus.com/firm/royal-palms-capital-llc-whitefish-mt-135304) ([md](https://advisorcensus.com/firm/royal-palms-capital-llc-whitefish-mt-135304.md)) | 135304 | Whitefish, MT | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [S.G. Long & Company](https://advisorcensus.com/firm/s-g-long-and-company-missoula-mt-47511) ([md](https://advisorcensus.com/firm/s-g-long-and-company-missoula-mt-47511.md)) | 47511 | Missoula, MT | State-registered investment adviser | $25 million to $100 million | 8 | % of assets |
| [Sapphire Financial Strategies, L.L.C.](https://advisorcensus.com/firm/sapphire-financial-strategies-l-l-c-missoula-mt-296926) ([md](https://advisorcensus.com/firm/sapphire-financial-strategies-l-l-c-missoula-mt-296926.md)) | 296926 | Missoula, MT | State-registered investment adviser | Under $25 million | 8 | % of assets |
| [SGL Investment Advisors, Inc.](https://advisorcensus.com/firm/sgl-investment-advisors-inc-missoula-mt-145167) ([md](https://advisorcensus.com/firm/sgl-investment-advisors-inc-missoula-mt-145167.md)) | 145167 | Missoula, MT | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets |
| [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 |
| [Stack Financial Management Inc](https://advisorcensus.com/firm/stack-financial-management-inc-whitefish-mt-106785) ([md](https://advisorcensus.com/firm/stack-financial-management-inc-whitefish-mt-106785.md)) | 106785 | Whitefish, MT | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets |
| [Stapleton Financial Group](https://advisorcensus.com/firm/stapleton-financial-group-billings-mt-284716) ([md](https://advisorcensus.com/firm/stapleton-financial-group-billings-mt-284716.md)) | 284716 | Billings, MT | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly |
| [Swagar Capital Management LLC](https://advisorcensus.com/firm/swagar-capital-management-llc-kalispell-mt-331904) ([md](https://advisorcensus.com/firm/swagar-capital-management-llc-kalispell-mt-331904.md)) | 331904 | Kalispell, MT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Switchbacks Capital Advisory, LLC](https://advisorcensus.com/firm/switchbacks-capital-advisory-llc-missoula-mt-339673) ([md](https://advisorcensus.com/firm/switchbacks-capital-advisory-llc-missoula-mt-339673.md)) | 339673 | Missoula, MT | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [TTG Financial Services, Inc.](https://advisorcensus.com/firm/ttg-financial-services-inc-billings-mt-118982) ([md](https://advisorcensus.com/firm/ttg-financial-services-inc-billings-mt-118982.md)) | 118982 | Billings, MT | State-registered investment adviser | Not reported | 24 | Hourly, Fixed fee |
| [Two Bear Capital Operations, LLC](https://advisorcensus.com/firm/two-bear-capital-operations-llc-whitefish-mt-313927) ([md](https://advisorcensus.com/firm/two-bear-capital-operations-llc-whitefish-mt-313927.md)) | 313927 | Whitefish, MT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [Wildrye Financial](https://advisorcensus.com/firm/wildrye-financial-bigfork-mt-317148) ([md](https://advisorcensus.com/firm/wildrye-financial-bigfork-mt-317148.md)) | 317148 | Bigfork, MT | State-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [Willow Creek Capital Management, Inc.](https://advisorcensus.com/firm/willow-creek-capital-management-inc-missoula-mt-333911) ([md](https://advisorcensus.com/firm/willow-creek-capital-management-inc-missoula-mt-333911.md)) | 333911 | Missoula, MT | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [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 |
| [Yellowstone Investment Planners, Inc.](https://advisorcensus.com/firm/yellowstone-investment-planners-inc-134387) ([md](https://advisorcensus.com/firm/yellowstone-investment-planners-inc-134387.md)) | 134387 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 21 | % of assets |

- Previous page: https://advisorcensus.com/advisors/mt.md

## Questions people ask

**How many financial advisory firms are there in Montana?**
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.

**How many fee-only financial advisors are in Montana?**
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.

**How many financial advisors in Montana offer financial planning?**
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.

**Are the financial advisors in Montana 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 40 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.

## Related pages

- [Financial advisors in Montana](https://advisorcensus.com/advisors/mt) (https://advisorcensus.com/advisors/mt.md)
- [Fee-only financial advisors in Montana](https://advisorcensus.com/advisors/mt/fee-only) (https://advisorcensus.com/advisors/mt/fee-only.md)
- [Flat-fee financial advisors in Montana](https://advisorcensus.com/advisors/mt/flat-fee) (https://advisorcensus.com/advisors/mt/flat-fee.md)
- [Hourly financial advisors in Montana](https://advisorcensus.com/advisors/mt/hourly) (https://advisorcensus.com/advisors/mt/hourly.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/mt.csv

Cite as: AdvisorCensus. Financial advisors in Montana: 87 firms from Form ADV filings as of October 2026.