Skip to the page
Get started free

Data / Investment advisers / Serving charitable organizations / Montana

Investment advisers in Montana serving charitable organizations: 16 firms

16 SEC registered investment advisers with a main office in Montana report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $3.1 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is D.A. Davidson & Co.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Get charitable organizations advisers in MontanaWatch new advisers in Montana
  • 16Advisers
  • $3.1 billionAUM from this client type
  • 16Advisers over $100 million
  • November 2, 2026File date

Advisers in Montana serving charitable organizations

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
D.A. Davidson & Co.Great Falls1,098$1.83 billion$41.84 billionadviserinfo.sec.gov
Davidson Investment Advisors, Inc.Great Falls131$769 million$5.20 billionadviserinfo.sec.gov
Investment Management GroupBillings64$229 million$5.24 billionadviserinfo.sec.gov
Allied Investment Advisors LLCBillings14$95.9 million$1.49 billionadviserinfo.sec.gov
Cladis Investment Advisory LLCBillings5$51.8 million$242.6 millionadviserinfo.sec.gov
SGL Investment Advisors, Inc.Missoula10$28.5 million$440.3 millionadviserinfo.sec.gov
Stack Financial Management IncWhitefish10$19.4 million$1.99 billionadviserinfo.sec.gov
Capstone WealthBillings5$15.3 million$354.3 millionadviserinfo.sec.gov
Xypn SapphireBozeman9$3.7 million$1.25 billionadviserinfo.sec.gov
Front Street Capital Management, Inc.Missoula6$3.3 million$862 millionadviserinfo.sec.gov
Evergreen Wealth Partners LLCKalispell5$2.2 million$405.2 millionadviserinfo.sec.gov
Willow Creek Capital Management, Inc.Missoula5$1.8 million$280 millionadviserinfo.sec.gov
Professional Financial Management, Inc.BozemanFewer than 5$1.7 million$304.1 millionadviserinfo.sec.gov
Big Sky Wealth Advisors, LLCGreat Falls1$1.4 million$134.6 millionadviserinfo.sec.gov
Piedmont Capital Management, LLCWhitefish5$946,303$231.8 millionadviserinfo.sec.gov
Pathfinder Planning and InvestmentsMissoula1$245,687$122.3 millionadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.