Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Montana, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Montana has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 16 non-vetted advisors in your local area. These retirement advisors in Montana have an average of 0 years of experience.
Qualifications
CRD# 7082044
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$50,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Hourly, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 8 Third Street North, Great Falls, MT, 59401 | $36,175,333,459 | 86818 | 650 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 402 N. Broadway, Billings, MT, 59101 | $5,065,457,259 | 2813 | 30 | A percentage of AUM, Fixed fees |
3 | 8 Third Street North, Great Falls, MT, 59401-3104 | $4,812,943,447 | 4203 | 31 | A percentage of AUM |
4 | 625 Wisconsin Avenue, Whitefish, MT, 59937-2129 | $1,797,664,736 | 1529 | 16 | A percentage of AUM |
5 | 118 East Main Street, Bozeman, MT, 59715 | $1,509,082,717 | 22 | 8 | A percentage of AUM, Fixed fees |
6 | 3409 Transtech Way, Suite A Billings, MT, 59102 | $1,134,563,584 | 2138 | 10 | A percentage of AUM, Hourly charges, Subscription fees |
7 | 218 East Front Street, Suite 205, Missoula, MT, 59802 | $615,000,000 | 1463 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
8 | 2 O'Brien Ave, Whitefish, MT, 59937 | $394,229,834 | 771 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
9 | 283 W. Front Street Suite 302, Missoula, MT, 59802-4328 | $351,347,397 | 940 | 8 | A percentage of AUM |
10 | 443 N. Willson Avenue, Bozeman, MT, 59715 | $299,537,939 | 3 | 15 | A percentage of AUM |
11 | 180 S. 32nd St. West, Suite 1 Billings, MT, 59102 | $206,599,567 | 271 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
12 | 443 N. Willson Avenue, Bozeman, MT, 59715 | $204,894,174 | 1 | 3 | A percentage of AUM |
13 | 6442 Highway 93 South, Whitefish, MT, 59937 | $172,337,686 | 1175 | 3 | A percentage of AUM, Hourly charges |
14 | 62 Bay Harbor Drive, #2826 Bigfork, MT, 59911 | $133,305,157 | 724 | 4 | A percentage of AUM, Fixed fees, Other (% OF PLAN ASSETS UNDER ADVISEMENT) |
15 | 24 E. Main Street, Bozeman, MT, 59715 | $133,274,180 | 1451 | 15 | A percentage of AUM |
QualificationsFirm CRD# 199
Assets Under Management $36,175,333,459
No. Of Clients86818
Clients Per Financial Advisor134
D.A. DAVIDSON & CO. is a financial advisory firm situated in Great Falls, Montana. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 86818 clients. The team consists of 650 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 122166
Assets Under Management $5,065,457,259
No. Of Clients2813
Clients Per Financial Advisor94
INVESTMENT MANAGEMENT GROUP is a financial advisory firm situated in Billings, Montana. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2813 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110552
Assets Under Management $4,812,943,447
No. Of Clients4203
Clients Per Financial Advisor136
DAVIDSON INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Great Falls, Montana. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4203 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106785
Assets Under Management $1,797,664,736
No. Of Clients1529
Clients Per Financial Advisor96
STACK FINANCIAL MANAGEMENT INC is a financial advisory firm situated in Whitefish, Montana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1529 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 109088
Assets Under Management $1,509,082,717
No. Of Clients22
Clients Per Financial Advisor3
BITTERROOT CAPITAL ADVISORS LLC is a financial advisory firm situated in Bozeman, Montana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 159103
Assets Under Management $1,134,563,584
No. Of Clients2138
Clients Per Financial Advisor214
ALLIED INVESTMENT ADVISORS LLC is a financial advisory firm situated in Billings, Montana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2138 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 141974
Assets Under Management $615,000,000
No. Of Clients1463
Clients Per Financial Advisor244
FRONT STREET CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Missoula, Montana. With a nearly $615M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1463 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 284780
Assets Under Management $394,229,834
No. Of Clients771
Clients Per Financial Advisor257
MAIN LINE RETIREMENT ADVISORS, LLC is a financial advisory firm situated in Whitefish, Montana. With a nearly $394M assets under management, the firm specializes in crafting personalized retirement planning solutions for 771 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 145167
Assets Under Management $351,347,397
No. Of Clients940
Clients Per Financial Advisor118
SGL INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Missoula, Montana. With a nearly $351M assets under management, the firm specializes in crafting personalized retirement planning solutions for 940 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 148574
Assets Under Management $299,537,939
No. Of Clients3
Clients Per Financial Advisor0
DESTRA CAPITAL ADVISORS LLC is a financial advisory firm situated in Bozeman, Montana. With a nearly $300M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 153873
Assets Under Management $206,599,567
No. Of Clients271
Clients Per Financial Advisor136
CLADIS INVESTMENT ADVISORY LLC is a financial advisory firm situated in Billings, Montana. With a nearly $207M assets under management, the firm specializes in crafting personalized retirement planning solutions for 271 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 309927
Assets Under Management $204,894,174
No. Of Clients1
Clients Per Financial Advisor0
DFC PREFERRED ADVISORS LLC is a financial advisory firm situated in Bozeman, Montana. With a nearly $205M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 165775
Assets Under Management $172,337,686
No. Of Clients1175
Clients Per Financial Advisor392
PIEDMONT CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Whitefish, Montana. With a nearly $172M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1175 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 151292
Assets Under Management $133,305,157
No. Of Clients724
Clients Per Financial Advisor181
LIFE PLANNING ADVISORS LLC is a financial advisory firm situated in Bigfork, Montana. With a nearly $133M assets under management, the firm specializes in crafting personalized retirement planning solutions for 724 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 285967
Assets Under Management $133,274,180
No. Of Clients1451
Clients Per Financial Advisor97
XYPN INVEST is a financial advisory firm situated in Bozeman, Montana. With a nearly $133M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1451 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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