1410+ advisors registered in Montana

Financial Advisors in Montana

Browse verified, SEC-registered advisors, CFPĀ® professionals, and fiduciaries in Montana. All data sourced from public regulatory databases.

1410+
Registered Advisors
in Montana
1121+
Fiduciaries
legally obligated to you
0+
CFPĀ® Professionals
certified planners

Advisors in Montana

View all 1410+ ā†’
AT

Austin Taylor

BOW STREAM INVESTMENTS LLC

Whitefish, MT

Fiduciary RIA
NN

Nicole Nauman

CETERA WEALTH SERVICES, LLC

Billings, MT
KG

Kathy Greco

RBC CAPITAL MARKETS, LLC

Billings, MT
ER

Ellen Ross

PRIVATE ADVISOR GROUP, LLC

Bozeman, MT

Fiduciary RIA
LL

Lena Long

CETERA INVESTMENT ADVISERS LLC

Billings, MT

Fiduciary RIA
EF

Ellen Fitzgerald

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Kalispell, MT

Fiduciary RIA
KS

Kaleb Spiva

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Bozeman, MT
JL

Jared Losing

AMERIPRISE FINANCIAL SERVICES, LLC

Missoula, MT

Fiduciary RIA
DP

Deanna Pickering

CETERA INVESTMENT ADVISERS LLC

Bozeman, MT

Fiduciary RIA
Search All 1410+ Advisors in Montana ā†’

Finding a Financial Advisor in Montana

AdvisorFinders maintains a complete registry of financial advisors registered in Montana, sourced directly from the SEC's Investment Adviser Registration Depository (IARD) and FINRA's BrokerCheck database. All listings are based on public regulatory data and updated regularly.

When choosing a financial advisor in Montana, we recommend starting with advisors who hold fiduciary status, meaning they are legally required to act in your best interest. You can also filter by CFPĀ® certification, which indicates a rigorous financial planning credential.

Not sure where to start? Read our guide to fiduciary advisors or how to prepare for your first meeting.