Big Sky Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$130,884,948
Clients
201
Advisors
2
of 2 employees
About
Big Sky Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high‑net‑worth families, estates, trusts, retirement plans, corporations, and charitable organizations. The firm states it manages client assets on a discretionary basis and, as of its most recent disclosure, manages in the low‑to‑hundreds of millions of dollars in client assets.
The firm’s investment process blends strategic, dynamic, tactical, and core‑satellite asset allocation approaches and draws on fundamental, quantitative, qualitative, and technical analysis, including a proprietary optimization model for portfolio construction. Portfolios primarily hold individual stocks, bonds, ETFs and cash or cash equivalents, and the firm offers tiered written financial planning programs and ongoing account monitoring supported by third‑party reporting technology.
Notable distinctions disclosed in the brochure include an affiliated business valuation entity (Business Valuation & Consulting Services, Inc.) under common ownership and that some investment adviser representatives also act as agents for third‑party insurance companies, with the potential for commission compensation disclosed as a conflict of interest. The firm also regularly conducts impersonal educational seminars and workshops (offered at no charge per the brochure) and documents its use of client‑facing seminar materials and marketing activities as part of its client engagement.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees: Building Wealth Plan initial $5,000, Protecting Wealth Plan initial $7,500
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.30% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.45%
$350/hour (Josh Horton), $150/hour (Ryan Swain)
Account minimum: $50,000 Fee-only: Financial planning fees: Building Wealth Plan - $5,000 initial, $3,000 annual renewal; Protecting Wealth Plan - $7,500 initial, $4,000 annual renewal; hourly rates: $350/hour (Josh Horton), $150/hour (Ryan Swain)
Main office
812 14th Street N
Great Falls MT 59401
Advisors at this office
2
Most active in
California · Montana · Texas · Washington · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Joshua H
Series 66
Great Falls, MT
Big Sky Wealth Advisors, LLC
Joshua Horton is a financial advisor with Big Sky Wealth Advisors, LLC in Great Falls, MT, holding a Series 66 designation and 12 years of industry experience. He previously worked at Stifel Nicolaus for nine years and Silver Oak Securities, Inc. for one year. Outside of his advisory role, Horton owns Business Valuation and Consulting Services, Inc., which provides business valuation services. Big Sky Wealth Advisors offers discretionary investment management, financial planning, and retirement plan consulting to individuals, families, estates, trusts, retirement plans, corporations, and charitable organizations. The firm uses a combination of strategic, dynamic, tactical, and core-satellite asset allocation strategies supported by fundamental, quantitative, qualitative, and technical analysis, including a proprietary optimization model for portfolio construction.
Ryan S
Series 63, Series 66
Great Falls, MT
Big Sky Wealth Advisors, LLC
Ryan Swain is a financial advisor at Big Sky Wealth Advisors, LLC with three years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including World Equity Group, Inc. and The Leaders Group Inc. Outside of securities trading, he is also licensed as a health and life insurance agent. Big Sky Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, families, trusts, retirement plans, corporations, and charitable organizations. The firm employs a blend of strategic, tactical, and core-satellite asset allocation methods supported by various analytical approaches and a proprietary portfolio optimization model.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)