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Data / Investment advisers / Serving corporations and other businesses / Montana

Investment advisers in Montana serving corporations and other businesses: 17 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

17 SEC registered investment advisers with a main office in Montana report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $2.3 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.

The request: Every investment adviser in Montana that serves corporations and other businesses, with AUM, phone and website. $10 of work on sign-up, no card.

Get corporations and other businesses advisers in MontanaWatch new advisers in Montana

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.

  • 17Advisers
  • $2.3 billionAUM from this client type
  • 15Advisers over $100 million
  • November 2, 2026File date

Advisers in Montana serving corporations and other businesses

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 Falls616$1.46 billion$41.84 billionadviserinfo.sec.gov
Davidson Investment Advisors, Inc.Great Falls99$345.6 million$5.20 billionadviserinfo.sec.gov
Investment Management GroupBillings66$186.1 million$5.24 billionadviserinfo.sec.gov
Stack Financial Management IncWhitefish32$91.8 million$1.99 billionadviserinfo.sec.gov
Allied Investment Advisors LLCBillings27$69.8 million$1.49 billionadviserinfo.sec.gov
Cladis Investment Advisory LLCBillingsFewer than 5$39.8 million$242.6 millionadviserinfo.sec.gov
Capstone WealthBillings5$22.9 million$354.3 millionadviserinfo.sec.gov
SGL Investment Advisors, Inc.Missoula10$19 million$440.3 millionadviserinfo.sec.gov
Evergreen Wealth Partners LLCKalispell5$5.4 million$405.2 millionadviserinfo.sec.gov
Xypn SapphireBozeman9$2.9 million$1.25 billionadviserinfo.sec.gov
Front Street Capital Management, Inc.Missoula10$2.5 million$862 millionadviserinfo.sec.gov
Big Sky Wealth Advisors, LLCGreat Falls4$2.2 million$134.6 millionadviserinfo.sec.gov
Springhill Wealth ManagementBozemanFewer than 5$1.3 million$82 millionadviserinfo.sec.gov
Piedmont Capital Management, LLCWhitefishFewer than 5$701,192$231.8 millionadviserinfo.sec.gov
Life Planning Advisors LLCBigfork1$500,735$183.8 millionadviserinfo.sec.gov
Willow Creek Capital Management, Inc.Missoula4$150,606$280 millionadviserinfo.sec.gov
Network CapitalKalispell1Not listedNot listedadviserinfo.sec.gov

Also on SpecStream

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.