Top financial advisors in Montana
We've curated a list of the best financial advisors in Montana, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $721,339,559 Number of advisors 12 advisors | |||
| 2 | Assets under management $297,528,204 Number of advisors 4 advisors | |||
| 3 | Assets under management $104,427,627 Number of advisors 2 advisors | |||
| 4 | Assets under management $70,699,573 Number of advisors 5 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Montana, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Allied Investment Advisors LLC
Allied Investment Advisors, LLC is a registered investment advisor specializing in portfolio management services since December 2011. The firm actively manages client investment portfolios based on individual needs, return objectives, and risk tolerance. Clients grant trading authorization on a discretionary or non-discretionary basis. Discretionary authority allows for trades without client approval, while non-discretionary trading requires client consent. Clients are responsible for notifying the firm of any changes in financial situations or investment objectives. The firm primarily uses fundamental analysis for investment decisions and may include mutual funds and ETFs in portfolios. Clients have the ability to impose restrictions on investments. Allied Investment Advisors charges fees based on a tiered fee schedule, with fees calculated quarterly in advance. The firm does not vote proxies on behalf of clients and does not engage in performance-based fees. Clients are responsible for voting proxies and participating in class-action lawsuits. The firm does not have custody of client funds beyond fee deduction authorization. Allied Investment Advisors prioritizes client data security and complies with federal privacy laws. Clients have the right to limit sharing of personal information for marketing purposes. The firm maintains physical, electronic, and procedural safeguards to protect client information.
$721,339,559 under management
12 advisors
Fee structure
A percentage of assets under your management
Subscription fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Selling Research Services Via Newsletter
True North Financial
True North Financial is a financial advisory firm based in Billings, Montana. It currently has approximately $297,528,204 of assets under management and employs about 4 people. True North Financial uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$297,528,204 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Cladis Investment Advisory LLC
Cladis Investment Advisory, LLC, established in June 2010, is a Registered Investment Adviser based in Billings, Montana. The firm, owned and operated by Nick Cladis and Tracy Hawbaker, offers investment portfolio management services on a discretionary or non-discretionary basis, incorporating financial planning using interactive software. As fiduciaries, they prioritize clients' interests, provide personalized investment advice tailored to individual financial needs, and manage approximately $206,000,000 of client assets on a discretionary basis. Fees are based on a percentage of assets managed, negotiable, and payable quarterly. Clients may also opt for financial planning services at $200.00 per hour. Cladis Investment Advisory recommends and advises on various investment options, including stocks, bonds, mutual funds, and ETFs, while not offering tax, legal, or accounting advice. The firm's investment strategy focuses on asset allocation, diversification, and risk management, with a commitment to transparency, integrity, and regulatory compliance. Clients have the option to restrict certain asset classes in their portfolios, and the firm does not engage in performance-based fees or side-by-side management. Cladis Investment Advisory utilizes TradePMR and Wells Fargo Clearing Services, LLC as custodians and brokers, providing access to a wide range of investment products and services. The firm does not compensate for client referrals and does not vote on client securities.
$104,427,627 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Provide Investment Advice Through Consultation For An Hourly Fee.
Holmes & Turner Financial Services, Inc.
Holmes & Turner Financial Services Inc. is a registered investment advisor based in Montana, established in May 2003. The firm specializes in providing investment management services to individuals, high net worth individuals, trusts, and estates. They do not directly manage client accounts but recommend third-party registered investment advisors for discretionary investment management services. Holmes & Turner Financial Services Inc. receives compensation from the recommended money managers for referrals. The firm does not charge performance-based fees and primarily serves individuals, high net worth individuals, trusts, and estates. They do not have investment discretion over client accounts and do not accept or maintain custody of client assets. The President, David Turner, has a background in finance and has been in the industry since the 1990s. The firm emphasizes transparency and encourages clients to perform due diligence. They have a privacy policy in place to protect clients' personal information and do not sell such information to third parties. Clients can limit the sharing of their personal information for marketing purposes. For further details, clients can contact the firm at (303) 292-1121.
$70,699,573 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Montana, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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