Investment Advisors in Montana

70 advisors · 20 firms

Cities in Montana

Billings (17) Missoula (14) Bozeman (13) Great Falls (6) Helena (5) Whitefish (3) Butte (3)

Top Firms in Montana

FirmAUMAdvisors
D.A. DAVIDSON & CO. $3.5B 38
STOCKMAN WEALTH MANAGEMENT, INC. $3.5B 1
BITTERROOT CAPITAL ADVISORS LLC $1.2B 0
LIFE PLANNING ADVISORS LLC $154.0M 0
DAVIDSON INVESTMENT ADVISORS, INC. $37.7M 0
ALLIED INVESTMENT ADVISORS LLC $20.5M 0
CAPSTONE WEALTH MANAGEMENT, INC. $18.2M 0
PROFESSIONAL FINANCIAL MANAGEMENT, INC. $4.8M 0
XY INVESTMENT SOLUTIONS, LLC $666.8K 1
CLADIS INVESTMENT ADVISORY LLC $573.9K 0

Advisors in Montana

Vic V Mullet

Active

CRD# 4656976

CENTAURUS FINANCIAL, INC.

Laurel, MT

1 disclosure(s)

Lori A Russell

Active

CRD# 2898435

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Billings, MT

Sydney A Wade

Active

CRD# 6985102

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Billings, MT

Kelly A O'day

Active

CRD# 6700903

Great Falls, MT

Suzanne B White

Active

CRD# 8059646

EDWARD D. JONES & CO., L.P.

Bozeman, MT

Jason B Shrieve

Active

CRD# 6032007

Manhattan, MT

Ian C Crowe

Active

CRD# 6868621

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Missoula, MT

Christopher C Anderson

Active

CRD# 6140890

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Billings, MT

Jane C Bond

Active

CRD# 2200324

D.A. DAVIDSON & CO.

Missoula, MT

Daniel D Short

Active

CRD# 1506298

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Whitefish, MT

William D Daily

Active

CRD# 7057389

EDWARD D. JONES & CO., L.P.

Butte, MT

Susan E Thomas

Active

CRD# 7272957

Missoula, MT

Karen E Gyorgy

Active

CRD# 6320022

J.P. MORGAN SECURITIES LLC

Helena, MT

Bjorn E Borg

Active

CRD# 5998956

ALPHASTAR CAPITAL MANAGEMENT, LLC

Bozeman, MT

Nicholas F Homec

Active

CRD# 7208407

Bozeman, MT

Seth H Blades

Active

CRD# 7882493

Billings, MT

Richard H Chin

Active

CRD# 4710762

APOLLON WEALTH MANAGEMENT, LLC

Bozeman, MT

Kennedy H Langel

Active

CRD# 7616469

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Billings, MT

Joshua J Hedge

Active

CRD# 6140934

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Billings, MT

Jennifer J Tilleman

Active

CRD# 6576582

EDWARD D. JONES & CO., L.P.

Havre, MT

V J Carbo

Active

CRD# 4368900

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Whitefish, MT

Jeffrey J Hartwick

Active

CRD# 6872512

EDWARD D. JONES & CO., L.P.

Butte, MT

Julie K Kieckbusch Jones

Active

CRD# 6548242

THRIVENT INVESTMENT MANAGEMENT INC.

Missoula, MT

Aaron K Stucker

Active

CRD# 8006698

EDWARD D. JONES & CO., L.P.

Great Falls, MT

Spencer L Larsen

Active

CRD# 5906099

MORGAN STANLEY SMITH BARNEY LLC

Billings, MT

Micaela M Mckenna

Active

CRD# 5796321

Bozeman, MT

Lynn M Minnick

Active

CRD# 2642864

NORTHWESTERN MUTUAL INVESTMENT SERVICES,...

Havre, MT

Leilani M Monical

Active

CRD# 5198699

UBS FINANCIAL SERVICES INC.

Billings, MT

Deette M Weber

Active

CRD# 5151045

Great Falls, MT

Annette M Mcniven

Active

CRD# 6655812

MORGAN STANLEY SMITH BARNEY LLC

Billings, MT