RIA firms in Montana
1,377 RIA firms are registered or notice filed in Montana: 107 state registered and 1,270 federally registered. 61 are headquartered here.
Another 20 state registered advisers with no address on file are registered only in Montana. 7 exempt reporting advisers also file in Montana and are not counted as RIA firms. #41 of 52 by RIA firms headquartered.
The largest RIA firms headquartered in Montana, by adviser headcount.
| Firm | Advisers | Reported AUM | Registration | City |
|---|---|---|---|---|
| D.A. Davidson & Co.also a Broker Dealer | 693 | $41.8B | Federally registered | Great Falls |
| XYPN Sapphire | 61 | $1.3B | Federally registered | Bozeman |
| Investment Management Group | 25 | $5.2B | Federally registered | Billings |
| Davidson Investment Advisors, Inc. | 12 | $5.2B | Federally registered | Great Falls |
| Allied Investment Advisors LLC | 12 | $1.5B | Federally registered | Billings |
| Destra Capital Advisors LLC | 11 | $464M | Federally registered | Bozeman |
| Stack Financial Management Inc | 10 | $2B | Federally registered | Whitefish |
| SGL Investment Advisors, Inc. | 8 | $392M | Federally registered | Missoula |
| S.G. Long & Companyalso a Broker Dealer | 8 | $35.3M | State registered | Missoula |
| Capstone Wealth | 6 | $354M | Federally registered | Billings |
Most advisers based in Montana
Advisers registered and working in Montana, by firm, wherever the firm is headquartered.
Reported AUM
Of the RIA firms headquartered in Montana that report assets. Advisers each report the assets they manage, so assets one firm sub-advises for another are counted by both.
- Total reported
- $64.5B
- Firms reporting
- 47
- Median, federally registered
- $392M
- Median, state registered
- $36.1M
One firm reports 65% of Montana's reported AUM.
How they charge
Share of the 56 firms headquartered here that report their fees.
Who they serve
Share of the 48 firms headquartered here that report their client types.
Cities
RIA firms headquartered in each city.
Newly registered firms
RIA firms headquartered here, by the year they first registered.
Every firm, every rep, one record.
A registration lookup shows one firm or one person at a time. Accupoint connects them: each firm with its filings, its offices, its executives and every rep and adviser who works there, each of them on their own record across insurance, Broker Dealer and advisory data.
Size, registrations and practice
Reported AUM, accounts and employees where filed, registrations by state, fee structure, client types and services.
Executives and every rep
Executive officers and the reps and advisers at each firm, with their licenses, registrations and employment history.
Headquarters and branches
Where each firm is based and, for Broker Dealers, every branch office with the reps who work there.
Search, CRM, Claude and ChatGPT
Search and export firms and their people, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Montana RIA firms, answered.
How many RIA firms are registered in Montana?
1,377 RIA firms are registered or notice filed in Montana: 107 state registered and 1,270 federally registered. 61 are headquartered there.
Which RIA firms in Montana have the most advisers?
D.A. Davidson & Co. (693 advisers), XYPN Sapphire (61 advisers) and Investment Management Group (25 advisers).
How much do RIA firms in Montana manage?
The 47 RIA firms headquartered in Montana that report assets report $64.5B in total. The median is $392M for federally registered firms and $36.1M for state registered firms.
What is the difference between state and federally registered RIA firms?
Smaller advisers register with the states where they work. Larger advisers register federally and notice file in the states where they have clients, so both appear here.
Can I send these firms to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Is Accupoint a government agency?
No. Accupoint is an independent data company, not a government agency and not a consumer reporting agency.
Registered or notice filed in Montana counts state registered firms and federally registered firms that notice file in the state; exempt reporting advisers are not counted as RIA firms. Headquartered means the firm's main office address. Reported AUM is as each firm reports it. Each firm is counted once.
Accupoint is an independent data company, not a government agency. Accupoint is not a consumer reporting agency.
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