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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

24 firms manage $64 billionMontana

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 501
    D.A. Davidson & Co.Great Falls, MT · 70,118 clientsBroker-dealer firmHybrid
    D.A. Davidson & 58%D.A. Davidson Trust Services 42%
    $42B
  2. 2030
    Investment Management GroupBillings, MT · 1,532 clientsAsset manager
    Schwab 100%
    $5.2B
  3. 2040
    Davidson Investment Advisors, Inc.Great Falls, MT · 4,407 clientsWealth managerWrap sponsorHybridD.A. Davidson & Co.
    D.A. Davidson & 64%
    $5.2B
  4. 3644
    Stack Financial Management IncWhitefish, MT · 833 clientsWealth manager
    Schwab 100%
    $2.0B
  5. 3879
    Bitterroot Capital Advisors LLCBozeman, MT · 20 clientsWealth managerHybrid
    No custodian reported
    $1.8B
  6. 4285
    Allied Investment Advisors LLCBillings, MT · 1,071 clientsWealth manager
    Schwab 100%
    $1.5B
  7. 4738
    Xypn SapphireBozeman, MT · 796 clientsWealth manager
    Schwab 100%
    $1.3B
  8. 5849
    Front Street Capital Management, Inc.Missoula, MT · 1,208 clientsWealth manager
    SEI 80%
    $862M
  9. 8141
    Destra Capital Advisors LLCBozeman, MT · 2 clientsAsset managerHybridDestra Capital Investments LLC
    No custodian reported
    $464M
  10. 8278
    Main Line Retirement Advisors, LLCWhitefish, MT · 181 clientsWealth manager
    Schwab 100%
    $449M
  11. 8372
    SGL Investment Advisors, Inc.Missoula, MT · 883 clientsBroker-dealer firmHybridS.G. Long & Company
    Schwab 100%
    $440M
  12. 8725
    Evergreen Wealth Partners LLCKalispell, MT · 718 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $405M
  13. 9357
    Capstone WealthBillings, MT · 169 clientsWealth manager
    Schwab 100%
    $354M
  14. 10097
    Professional Financial Management, Inc.Bozeman, MT · 163 clientsWealth manager
    Schwab 100%
    $304M
  15. 10524
    Willow Creek Capital Management, Inc.Missoula, MT · 413 clientsWealth managerHybrid
    Raymond James 100%
    $280M
  16. 11234
    Cladis Investment Advisory LLCBillings, MT · 119 clientsWealth manager
    Wells Fargo 89%
    $243M
  17. 11483
    Piedmont Capital Management, LLCWhitefish, MT · 469 clientsWealth manager
    Schwab 100%
    $232M
  18. 11554
    DFC Preferred Advisors LLCBozeman, MT · 1 clientsAsset managerHybridDestra Capital Investments LLC
    No custodian reported
    $229M
  19. 13111
    Life Planning Advisors LLCBigfork, MT · 979 clientsWealth manager
    Schwab 100%
    $169M
  20. 14211
    Big Sky Wealth Advisors, LLCGreat Falls, MT · 207 clientsWealth manager
    Schwab 100%
    $135M
  21. 14634
    Pathfinder Planning and InvestmentsMissoula, MT · 79 clientsWealth manager
    Altruist 100%
    $122M
  22. 15437
    Bergen Park Capital Management, LLCBigfork, MT · 12 clientsPrivate fund adviser
    Interactive Brokers 100%
    $99M
  23. 15611
    Springhill Wealth ManagementBozeman, MT · 71 clientsWealth manager
    No custodian reported
    $82M
  24. 16886
    Network CapitalKalispell, MT · 2 clientsAsset managerAffiliated broker-dealerThe Network Labs LTD. Co.
    No custodian reported
    $0

RIAs by state