Ways to browse advisors serving Montana

Pick a specialty or descriptor to browse more advisors serving Montana.

By how they work

Type	Advisors
Large-firm	1,818
Flat-fee	1,294
Seasoned	960
Independent	684
CFP®-certified	372

By who they serve

Type	Advisors
High-net-worth	244

Browse by city

Find advisors near a specific metro area in Montana.

City	Advisors
Billings, MT	265
Bozeman, MT	235
Missoula, MT	167
Kalispell, MT	156
Great Falls, MT	117
Helena, MT	72
Butte, MT	23

Browse by specialty

Find advisors serving Montana who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,615
Tax-loss harvesting	988
Wealth management	936
Retired	884
Executive	870
Retirement income strategy	593
Retirement plans for business owners (SEP, solo 401k)	488
Active portfolio management	399
ESG / Sustainable investing	389
General retirement planning	366
College savings (529s, UTMA, etc.)	362
Private / alternative investments	314
HENRY (High Earners, Not Rich Yet)	287
Passive / index investing	287
Income planning	270
Business exit / sale strategy	252
Annuities	205
Charitable giving & philanthropy	200
Options & derivatives strategies	196
Approaching retirement	194
Concentrated stock management	183
Self-Employed	179
Cash flow / budgeting	150
Established Professionals	143
Equity compensation tax strategy	139
General estate planning guidance	136
Multi-generational wealth transfer	128
Business ownership considerations	113
Retirement withdrawal strategies	86
Business succession planning	75
Financial Professional	70
Mid-Career Professionals	66
Social Security optimization	66
Real estate investing	58
Divorce financial planning	54
Planning for children with special needs	31
Women Professionals	20
General tax planning	18
Values-based investing	13
Debt management	11
Doctor or Medical Professional	11
Tax strategies for small businesses	11
Equity Recipients (RS/RSU, SOP, ESPP)	10
Married/Couples/Partners	10
Religious/faith focused	10
Long-term care insurance	9
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	7
Business sale tax planning	6
Women's Finance	6
Educators, Teachers, and Academics	5
Factor investing / smart beta	5
Family Business	5
Disability insurance	4
Life insurance needs analysis	4
Charitable giving tax strategies	3
Liquidity event planning	3

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