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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Allied Investment Advisors LLC Billings MT US 232.1 
Apex Advisory Service, Inc. Billings MT US 40.7 
Arkell Asset Management, LLC Bozeman MT US 19.9 
Beecher Financial Planning, LLC Great Falls MT US 0.0 
Bitterroot Capital Advisors LLC Bozeman MT US 565.2 
Capstone Wealth Management Billings MT US 97.0 
Cladis Investment Advisory LLC Billings MT US 86.2 
Coco Ent, LLC Whitefish MT US 72.3 
Conroy Investment Service Great Falls MT US 4.5 
D Squared Capital Management, LLC Bozeman MT US 11.2 
D.a. Davidson & Co. Great Falls MT US 11806.7 
Davidson Investment Advisors, Inc. Great Falls MT US 1655.0 
Delano Investment Advisory, LLC Missoula MT US 16.6 
Edr Investment Advisors, LLC Whitefish MT US 1.5 
Financial Horizons Investment Advisors LLC Helena Mt 0.0 
Front Street Capital Management, Inc. Missoula MT US 304.4 
Garland Thayer Company, LLC Missoula MT US 26.8 
Group W Investment Management LLC Bozeman MT US 11.8 
Harvey Financial Management Co., LLC Bozeman MT US 0.0 
Investment Management Group Billings MT US 2793.6 
Jon C. Goodman Ria, LLC Ennis MT US 8.0 
Jordahl & Sliter Wealth Management Group, LLC Kalispell MT US 48.1 
Kipling & Co. Hamilton MT US 0.0 
Loveless Wealth Management, LLC Billings MT US 94.9 
Montana Investment Advisors Inc Bozeman MT US 56.8 
Montana Landvest, Inc. Bozeman MT US 0.0 
Northfork Financial LLC Bozeman MT US 42.0 
Optima Capital Management Billings MT US 28.6 
Penner Financial LLC Helena Mt 0.0 
Professional Financial Management, Inc. Bozeman MT US 0.0 
Purdy - Mchenry Investments L.L.P. Great Falls Mt 0.0 
Sgl Investment Advisors, Inc. Missoula MT US 126.5 
Solid Rock Wealth Management Bozeman MT US 26.0 
Stack Financial Management Inc Whitefish MT US 1135.9 
Stapleton Financial Group Billings MT US 0.0 
Stewart & Associates Missoula MT US 51.5 
Swift Creek Capital, Inc. Big Fork MT US 21.9 
Ttg Financial Service, Inc. Billings Mt 0.0 
           
 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

The SEC regulates investment advisors that have over $100 million in assets under management. Investment advisors that do not meet this threshold are generally regulated by the state securities agency in the state where they have their principal place of business. This website provides information about both SEC- and state-registered investment advisor firms.

Investment advisors file Form ADV to register with the SEC or the states. Form ADV contains information about an investment advisor and its business operations.
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