Top financial advisors in Bozeman, MT
We've curated a list of the best financial advisors in Bozeman, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | 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 Bozeman, 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.
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 Bozeman, 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.
Top advisors in Montana
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