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Start your Watchlist62 investment advisory firms are registered with a main office in Montana, together advising $64B for 85,810 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Great Falls · SEC-registered
|
$41.8B | 70,118 | 990 | Flagged |
| 2 |
Billings · SEC-registered
|
$5.2B | 1,532 | 30 | Clean |
| 3 |
Great Falls · SEC-registered
|
$5.2B | 4,407 | 31 | Clean |
| 4 |
Whitefish · SEC-registered
|
$2.0B | 833 | 14 | Clean |
| 5 |
Bozeman · SEC-registered
|
$1.8B | 20 | 7 | Clean |
| 6 |
Billings · SEC-registered
|
$1.5B | 1,071 | 12 | Clean |
| 7 |
Bozeman · SEC-registered
|
$881.5M | 691 | 65 | Flagged |
| 8 |
Missoula · SEC-registered
|
$862.0M | 1,208 | 6 | Clean |
| 9 |
Bozeman · SEC-registered
|
$463.8M | 2 | 12 | Clean |
| 10 |
Whitefish · SEC-registered
|
$448.6M | 181 | 3 | Clean |
| 11 |
Kalispell · SEC-registered
|
$405.2M | 718 | 9 | Clean |
| 12 |
Missoula · SEC-registered
|
$391.6M | 734 | 7 | Clean |
| 13 |
Billings · SEC-registered
|
$354.3M | 169 | 8 | Clean |
| 14 |
Bozeman · SEC-registered
|
$304.1M | 163 | 2 | Clean |
| 15 |
Missoula · SEC-registered
|
$280.0M | 413 | 4 | Clean |
| 16 |
Billings · SEC-registered
|
$242.6M | 119 | 3 | Clean |
| 17 |
Whitefish · SEC-registered
|
$231.8M | 469 | 3 | Clean |
| 18 |
Bozeman · SEC-registered
|
$228.7M | 1 | 3 | Clean |
| 19 |
Bigfork · State-registered
|
$169.2M | 979 | 4 | Clean |
| 20 |
Great Falls · SEC-registered
|
$134.6M | 207 | 2 | Clean |
| 21 |
Bozeman · State-registered
|
$107.6M | 152 | 2 | Clean |
| 22 |
Bigfork · SEC-registered
|
$99.3M | 12 | 5 | Clean |
| 23 |
Bigfork · State-registered
|
$90.5M | 122 | 1 | Clean |
| 24 |
Bozeman · State-registered
|
$75.0M | 71 | 1 | Clean |
| 25 |
Bozeman · State-registered
|
$73.7M | 90 | 6 | Clean |
| 26 |
Kalispell · State-registered
|
$54.0M | 60 | 1 | Clean |
| 27 |
Bozeman · State-registered
|
$49.1M | 47 | 1 | Clean |
| 28 |
Kalispell · State-registered
|
$45.7M | 118 | 1 | Clean |
| 29 |
Bozeman · State-registered
|
$43.0M | 28 | 2 | Clean |
| 30 |
Whitefish · State-registered
|
$41.5M | 46 | 1 | Flagged |
| 31 |
Missoula · State-registered
|
$39.5M | 156 | 2 | Flagged |
| 32 |
Bozeman · State-registered
|
$37.7M | 112 | 3 | Clean |
| 33 |
Billings · State-registered
|
$36.8M | 19 | 1 | Clean |
| 34 |
Missoula · State-registered
|
$35.3M | 159 | 15 | Flagged |
| 35 |
Bozeman · State-registered
|
$33.7M | 56 | 1 | Clean |
| 36 |
Whitefish · State-registered
|
$30.1M | 58 | 1 | Clean |
| 37 |
Bozeman · State-registered
|
$25.8M | 171 | 2 | Clean |
| 38 |
Bozeman · State-registered
|
$20.9M | 22 | 1 | Clean |
| 39 |
Missoula · State-registered
|
$17.8M | 77 | 1 | Clean |
| 40 |
Billings · State-registered
|
$15.8M | 66 | 1 | Clean |
| 41 |
Bozeman · State-registered
|
$9.6M | 13 | 1 | Clean |
| 42 |
Kalispell · State-registered
|
$7.5M | 12 | 1 | Clean |
| 43 |
Billings · State-registered
|
$5.6M | 18 | 2 | Clean |
| 44 |
Deer Lodge · State-registered
|
$5.2M | 61 | 1 | Clean |
| 45 |
Eureka · State-registered
|
$4.0M | 27 | 2 | Clean |
| 46 |
Billings · State-registered
|
- | - | 1 | Clean |
| 47 |
Missoula · State-registered
|
- | - | 2 | Clean |
| 48 |
Bozeman · SEC-registered
|
- | - | 1 | Clean |
| 49 |
Whitefish · State-registered
|
- | - | 0 | Clean |
| 50 |
Bozeman · State-registered
|
- | - | 1 | Clean |
| 51 |
Fairfield · State-registered
|
- | - | 0 | Clean |
| 52 |
Billings · State-registered
|
- | - | 1 | Clean |
| 53 |
Missoula · State-registered
|
- | - | 1 | Clean |
| 54 |
Missoula · State-registered
|
- | - | 0 | Clean |
| 55 |
Missoula · SEC-registered
|
- | - | 2 | Clean |
| 56 |
Bozeman · State-registered
|
- | - | 0 | Clean |
| 57 |
Bozeman · State-registered
|
- | - | 1 | Clean |
| 58 |
Kalispell · SEC-registered
|
- | 2 | 1 | Clean |
| 59 |
Bozeman · State-registered
|
- | - | 0 | Clean |
| 60 |
Kalispell · State-registered
|
- | - | 0 | Clean |
| 61 |
Bozeman · State-registered
|
- | - | 0 | Clean |
| 62 |
Bozeman · State-registered
|
- | - | 0 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Montana by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.