Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Investment Management Group financial advisors in Missoula, MT

Every SEC-registered investment adviser representative at a Investment Management Group office in Missoula, A to Z.

The short answer

3 registered advisors work at Investment Management Group in Missoula, out of 24 at the firm nationwide; it ranks number 15 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Investment Management Group advisors in Missoula, A to Z

Every Investment Management Group advisor →

Investment Management Group advisors in every city and state →Investment Management Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

Investment Management Group advisors in other cities

Billings, MT 15Helena, MT 2Bozeman, MT 1Manhattan, MT 1Plentywood, MT 1Whitefish, MT 1

Other firms in Missoula

All Missoula advisors →

D.A. Davidson & Co. 17S.G. Long & Company 15Sgl Investment Advisors, Inc. 15LPL Financial LLC 14Edward Jones 11Ameriprise Financial Services, LLC 8Osaic Wealth, Inc. 7Wells Fargo Advisors Financial Network, LLC 7Charles Schwab & Co., Inc. 6Merrill Lynch, Pierce, Fenner & Smith Incorporated 6Front Street Capital Management, Inc. 5UBS Financial Services Inc. 5

Questions

How many financial advisors does Investment Management Group have in Missoula?

3 investment adviser representatives are registered at Investment Management Group offices in Missoula, Montana, according to the SEC's Investment Adviser Public Disclosure records, out of 24 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Investment Management Group one of the largest advisor employers in Missoula?

Investment Management Group ranks number 15 in Missoula by registered advisors; D.A. Davidson & Co. has the most, with 17.

How do I check a Investment Management Group advisor in Missoula?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Investment Management Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.