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Find Retirement Advisors for Retirement Planning in Montana

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 can 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.

Finding the Best Retirement Planners in Montana

Last Updated - April 10, 2024

Montana has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 15 non-vetted advisors in your local area. These retirement advisors in Montana have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Montana

advisor-photo
vector.svg VERIFIED

Sean Pahut
Montana Wealth Management

Qualifications
CRD# 2954713
Firm CRD# 6413
Series 6, 7, 63, 66

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Top 15 Retirement Planning firms in Montana (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
D.A. DAVIDSON & CO.
8 Third Street North,
Great Falls, MT, 59401
$23,892,459,26676487600
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
2
INVESTMENT MANAGEMENT GROUP
402 N. Broadway,
Billings, MT, 59101
$4,470,755,002204426
A Percentage of AUM, Fixed Fees
3
DAVIDSON INVESTMENT ADVISORS, INC.
8 Third Street North,
Great Falls, MT, 59401-3104
$3,983,537,292361132
A Percentage of AUM
4
STACK FINANCIAL MANAGEMENT INC
625 Wisconsin Avenue,
Whitefish, MT, 59937-2129
$1,701,274,577146817
A Percentage of AUM
5
BITTERROOT CAPITAL ADVISORS LLC
118 East Main Street,
Bozeman, MT, 59715
$1,228,715,227188
A Percentage of AUM, Fixed Fees
6
ALLIED INVESTMENT ADVISORS LLC
3409 Transtech Way, Suite A
Billings, MT, 59102
$734,330,767169912
A Percentage of AUM, Subscription Fees
7
FRONT STREET CAPITAL MANAGEMENT, INC.
218 East Front Street, Suite 205,
Missoula, MT, 59802
$575,000,00011566
A Percentage of AUM, Hourly charges, Fixed Fees
8
MAIN LINE RETIREMENT ADVISORS, LLC
2 O'Brien Ave,
Whitefish, MT, 59937
$303,750,8004513
A Percentage of AUM, Hourly charges, Fixed Fees
9
TRUE NORTH FINANCIAL
3178 Gabel Rd, Suite 1
Billings, MT, 59102
$297,528,20411574
A Percentage of AUM, Hourly charges, Fixed Fees
10
SGL INVESTMENT ADVISORS, INC.
283 W. Front Street Suite 302,
Missoula, MT, 59802-4328
$292,351,4477439
A Percentage of AUM
11
DFC PREFERRED ADVISORS LLC
443 N. Willson Avenue,
Bozeman, MT, 59715
$216,373,35113
A Percentage of AUM
12
DESTRA CAPITAL ADVISORS LLC
443 N. Willson Avenue,
Bozeman, MT, 59715
$187,974,161313
A Percentage of AUM
13
COCO ENTERPRISES, LLC
6442 Highway 93 South,
Whitefish, MT, 59937
$155,577,39211473
A Percentage of AUM, Hourly charges, Other (WEALTHSCOPE SERVICE FIXED MONTHLY FEE)
14
CLADIS INVESTMENT ADVISORY LLC
180 S. 32nd St. West, Suite 1
Billings, MT, 59102
$104,921,6212052
A Percentage of AUM, Hourly charges, Fixed Fees
15
XYPN INVEST
24 E. Main Street,
Bozeman, MT, 59715
$101,330,84311888
A Percentage of AUM

Information on Top Retirement Planning firms in Montana

QualificationsFirm CRD# 199

Assets Under Management $23,892,459,266

No. Of Clients76487

Clients Per Financial Advisor127

D.A. DAVIDSON & CO. is a financial advisory firm situated in Great Falls, Montana. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 76487 clients. The team consists of 600 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 122166

Assets Under Management $4,470,755,002

No. Of Clients2044

Clients Per Financial Advisor79

INVESTMENT MANAGEMENT GROUP is a financial advisory firm situated in Billings, Montana. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2044 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 110552

Assets Under Management $3,983,537,292

No. Of Clients3611

Clients Per Financial Advisor113

DAVIDSON INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Great Falls, Montana. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3611 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 106785

Assets Under Management $1,701,274,577

No. Of Clients1468

Clients Per Financial Advisor86

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 1468 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 109088

Assets Under Management $1,228,715,227

No. Of Clients18

Clients Per Financial Advisor2

BITTERROOT CAPITAL ADVISORS LLC is a financial advisory firm situated in Bozeman, Montana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 159103

Assets Under Management $734,330,767

No. Of Clients1699

Clients Per Financial Advisor142

ALLIED INVESTMENT ADVISORS LLC is a financial advisory firm situated in Billings, Montana. With a nearly $734M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1699 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Subscription Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 141974

Assets Under Management $575,000,000

No. Of Clients1156

Clients Per Financial Advisor193

FRONT STREET CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Missoula, Montana. With a nearly $575M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1156 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 284780

Assets Under Management $303,750,800

No. Of Clients451

Clients Per Financial Advisor150

MAIN LINE RETIREMENT ADVISORS, LLC is a financial advisory firm situated in Whitefish, Montana. With a nearly $304M assets under management, the firm specializes in crafting personalized retirement planning solutions for 451 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 309126

Assets Under Management $297,528,204

No. Of Clients1157

Clients Per Financial Advisor289

TRUE NORTH FINANCIAL is a financial advisory firm situated in Billings, Montana. With a nearly $298M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1157 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 145167

Assets Under Management $292,351,447

No. Of Clients743

Clients Per Financial Advisor83

SGL INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Missoula, Montana. With a nearly $292M assets under management, the firm specializes in crafting personalized retirement planning solutions for 743 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 309927

Assets Under Management $216,373,351

No. Of Clients1

Clients Per Financial Advisor0

DFC PREFERRED ADVISORS LLC is a financial advisory firm situated in Bozeman, Montana. With a nearly $216M 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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Investment
View Full Profile

QualificationsFirm CRD# 148574

Assets Under Management $187,974,161

No. Of Clients3

Clients Per Financial Advisor0

DESTRA CAPITAL ADVISORS LLC is a financial advisory firm situated in Bozeman, Montana. With a nearly $188M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Investment
View Full Profile

QualificationsFirm CRD# 165775

Assets Under Management $155,577,392

No. Of Clients1147

Clients Per Financial Advisor382

COCO ENTERPRISES, LLC is a financial advisory firm situated in Whitefish, Montana. With a nearly $156M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1147 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Other (WEALTHSCOPE SERVICE FIXED MONTHLY FEE)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 153873

Assets Under Management $104,921,621

No. Of Clients205

Clients Per Financial Advisor103

CLADIS INVESTMENT ADVISORY LLC is a financial advisory firm situated in Billings, Montana. With a nearly $105M assets under management, the firm specializes in crafting personalized retirement planning solutions for 205 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 285967

Assets Under Management $101,330,843

No. Of Clients1188

Clients Per Financial Advisor149

XYPN INVEST is a financial advisory firm situated in Bozeman, Montana. With a nearly $101M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1188 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

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