Investment Management Group is a prominent investment advisory firm headquartered in Billings, MT. With a widespread presence encompassing 7 offices, they are well-positioned to serve their clients throughout the region. Boasting a team of 26 dedicated professionals, 21 of whom specialize in investment advisory services, they offer a comprehensive range of expertise to their discerning clientele. Distinguishing themselves within the industry, Investment Management Group manages an impressive average of approximately $212,890,000 in assets per investment advisor, surpassing the industry average. Their compensation structure is designed to align their interests with those of their clients, incorporating various models such as a percentage of assets under management and fixed fees. A notable aspect of their business is the discretionary management of 21% of the assets they oversee, which allows for flexible decision-making tailored to individual client needs. With an extensive client base of over 920 individuals, Investment Management Group currently oversees more than $4,470,755,000 in assets. The firm takes pride in its team of experienced advisors, including the esteemed professionals Eric George, Karyn Sigler, and Ronald O'Donnell, who have been instrumental in the company's success. Their collective knowledge and extensive tenure contribute to the firm's reputation for delivering exceptional investment management services. Investment Management Group remains dedicated to providing personalized investment strategies, fostering lasting relationships with their clients, and guiding them towards their financial goals. With their solid track record and commitment to excellence, they continue to be a trusted partner in wealth management for individuals and families throughout Billings, MT, and beyond.

True North Financial, based out of Billings, MT, is a small investment advisory firm that prides itself on providing expert financial guidance to its clients. With four dedicated employees, including two highly experienced investment advisors, True North Financial has built a reputation for delivering exceptional results. Their impressive average of approximately $1,243,120,000 in assets under management per investment advisor sets them apart from the industry average, showcasing their ability to handle substantial portfolios. The firm's compensation structure encompasses various types, ensuring flexibility and alignment with client needs. True North Financial boasts a loyal client base, serving over 370 individual clients with more than $297,528,000 in assets under management. Notably, the majority of these assets are managed for high-net-worth individuals, highlighting the firm's expertise in catering to affluent clientele. Furthermore, True North Financial has established a strong presence in managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. Their extensive experience in this space underscores their ability to navigate complex retirement plans and deliver optimal outcomes for their clients. Operating from a single office, True North Financial maintains a close-knit and personalized approach to financial advisory services. With a team that includes highly tenured advisors like Tyler Vogele, Lee Forshee, and Ryan Wittman, the firm combines expertise with a commitment to long-term client relationships. True North Financial's unwavering dedication to providing tailored investment advice and exceptional service positions them as a trusted partner in helping clients achieve their financial goals.

Allied Investment Advisors LLC, a local investment advisory firm based out of Billings, MT, has established itself as a trusted partner in wealth management. With over 470 individual clients and an impressive $734,331,000 in assets under management, Allied Investment Advisors LLC brings a wealth of experience to their clients' financial journeys. The firm operates from two offices, ensuring accessibility and personalized service for their diverse clientele. While 401K and individual accounts account for less than 30% of their assets under management, Allied Investment Advisors LLC has the expertise and capability to effectively manage employer funds. Notably, 98% of the assets they oversee are under discretionary management, highlighting the firm's commitment to tailored investment strategies. Allied Investment Advisors LLC offers a flexible compensation structure, including a percentage of assets under management and subscription fees, aligning their interests with those of their clients. With a total of 12 dedicated employees, including eight experienced investment advisors, the firm maintains a low client-to-advisor ratio, ensuring a high level of personalized attention. The average assets under management per investment advisor at Allied Investment Advisors LLC stand at approximately $91,790,000, in line with the industry average. The firm takes pride in its team of skilled professionals, some of whom have been with the company for an extended period. Notable among them are Kellie Hirsch, Gary Lucas, and Bart Aby, who bring their expertise and deep industry knowledge to benefit their clients. Allied Investment Advisors LLC aims to continue providing comprehensive investment advisory services, delivering financial strategies that meet the unique goals and aspirations of their valued clients.

Front Street Capital Management, Inc. is a reputable investment advisory firm based out of Missoula, MT. With over 940 individual clients and a staggering $575,000,000 in assets under management, they have established themselves as a trusted partner in wealth management. Despite being a small firm, they possess one office to serve their diverse clientele. While Front Street Capital Management, Inc. predominantly manages discretionary assets, they also possess the expertise to handle employer funds, providing comprehensive financial solutions. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring alignment with clients' unique needs. With a team of six dedicated employees, Front Street Capital Management, Inc. boasts four investment advisors who provide expert guidance. These advisors manage an impressive average of approximately $143,750,000 in assets each, surpassing industry standards. The firm takes pride in its long-standing advisory team, with key members including David Wild, Russell Piazza, and Michele Blood, who bring a wealth of experience and expertise to their clients. Front Street Capital Management, Inc. remains committed to delivering personalized financial strategies and investment solutions tailored to meet their clients' goals. Their success is rooted in their client-centric approach, providing the highest level of service and ensuring clients' financial well-being. As a trusted partner, they strive to deliver exceptional results and maintain long-lasting relationships with their valued clients.

D.A. Davidson & Co. is a regional investment advisory firm based out of Great Falls, MT, with a strong presence and reputation in the industry. With 78 offices across the region, they have established themselves as a trusted partner for individuals and employers seeking comprehensive financial services. At D.A. Davidson & Co., the team of 600 dedicated professionals is committed to providing top-notch investment advisory services. With 500 advisors specializing in investment advisory services, clients benefit from their expertise and personalized guidance. The firm manages an average of approximately $47,780,000 in assets under management per investment advisor, aligning with industry standards. One notable aspect of D.A. Davidson & Co. is their broad compensation structure, which includes various methods such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. This flexibility allows clients to choose the most suitable option for their specific needs. A significant portion of the firm's assets under management, approximately half, comes from employer 401Ks or individuals. D.A. Davidson & Co. boasts considerable expertise in this space, offering valuable insights and strategies for retirement planning. With over 45,110 individual clients and a staggering $23,892,459,000 in assets under management, D.A. Davidson & Co. has built a sizable and loyal client base. Their success can be attributed, in part, to their emphasis on discretionary management, with 89% of the assets they manage falling under this category. In addition to their investment advisory services, D.A. Davidson & Co. provides insurance brokerage or agency services and serves as a registered municipal advisor, catering to a diverse range of client needs. Noteworthy senior advisors at D.A. Davidson & Co. include Francesco Dangelo, Scott Haigh, and Robert Johnson, who bring extensive experience and expertise to the firm. Their long-standing commitment to the company reflects the strong culture and stability of D.A. Davidson & Co.

Big Sky Wealth Advisors, LLC, located in Great Falls, MT, is a small investment advisory firm dedicated to helping individuals and businesses achieve their financial goals. With a team of three employees, including one experienced investment advisor, they provide personalized and comprehensive wealth management services. With an average of approximately $2,570,000 in assets under management per investment advisor, Big Sky Wealth Advisors demonstrates a strong track record of managing substantial client portfolios. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with clients' financial success. Big Sky Wealth Advisors serves a diverse clientele, boasting over 140 individual clients and managing more than $87,306,000 in assets. A significant portion of their assets under management is derived from employer 401Ks and individuals, showcasing their expertise in this specific area. All the assets they manage are under their discretion, providing clients with the confidence that their investments are handled with care and expertise. Headed by Joshua Horton, one of the firm's longest tenured registered advisors, who has been with the company since 2022, Big Sky Wealth Advisors brings a wealth of knowledge and experience to the table. Their office in Great Falls serves as a hub for delivering personalized financial strategies tailored to each client's unique needs. Big Sky Wealth Advisors, LLC, through their commitment to exceptional service and proven expertise, strives to build lasting relationships with their clients, guiding them towards financial prosperity and peace of mind.

Coco Enterprises, LLC is a well-established investment advisory firm located in Whitefish, Montana. With its single office, the company serves a diverse clientele, offering comprehensive investment advisory services. Comprised of a dedicated team of three professionals, Coco Enterprises, LLC boasts expertise and experience in managing assets totaling an average of $51,860,000 per investment advisor, in line with industry standards. With a flexible compensation structure, the firm's advisors receive a percentage of assets under management and may also charge hourly fees. Demonstrating their strong presence in the retirement planning sector, approximately half of the assets they manage are sourced from employer 401Ks and individual accounts. This track record showcases their proficiency in navigating this complex landscape. Notably, Coco Enterprises, LLC exclusively manages discretionary assets, allowing them to make investment decisions autonomously on behalf of their clients. The firm has built a loyal base of over 440 individual clients, entrusting them with more than $155,577,000 in assets under management. The team at Coco Enterprises, LLC takes pride in their long-standing advisors, including Andrew Coco, Joseph Coco, and Thomas Schuch, who have played instrumental roles in the firm's success. Their collective experience, combined with the firm's commitment to personalized service, positions Coco Enterprises, LLC as a trusted partner for individuals seeking expert investment advisory solutions in the Whitefish, MT area and beyond.

Stack Financial Management Inc, based out of Whitefish, MT, is a highly reputable investment advisory firm with a solid track record of success. With over 230 individual clients, they oversee an impressive $1,701,275,000 in assets under management. While 401K and individual accounts constitute less than 30% of their managed assets, Stack Financial Management Inc possesses the expertise and capacity to effectively handle employer funds. Notably, all the assets they manage are discretionary, instilling trust and confidence in their clients. Catering predominantly to high net worth individuals, Stack Financial Management Inc has garnered a loyal client base seeking comprehensive and tailored financial solutions. Their compensation structure encompasses various models, including a percentage of assets under management, ensuring a mutually beneficial relationship with their clients. The firm prides itself on its team of experts, boasting a total of 17 dedicated employees, with 7 specifically engaged in providing investment advisory services. This commitment to client service is evident in their remarkable average of approximately $243,040,000 in assets under management per investment advisor, surpassing the industry average and reflecting their ability to provide personalized attention. Aimee Weller, Lisa Stack, and James Stack are among the firm's most seasoned and respected advisors, highlighting the depth of knowledge and experience within Stack Financial Management Inc. With their unwavering commitment to financial excellence, this local investment advisory firm remains a trusted partner for individuals seeking effective wealth management strategies.

SGL Investment Advisors, Inc. is a reputable local investment advisory firm based out of Missoula, MT. With a single office, they have established themselves as a trusted partner for individuals and employer 401Ks seeking expert investment advice. With a team of nine dedicated professionals, seven of whom specialize in investment advisory services, SGL Investment Advisors, Inc. offers personalized financial solutions to meet their clients' unique goals. The firm boasts an impressive average of approximately $30,300,000 in assets under management per investment advisor, demonstrating their ability to handle substantial portfolios effectively. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with their clients' interests. SGL Investment Advisors, Inc. stands out for their extensive experience in managing employer 401Ks and individual investments, accounting for approximately half of their assets under management. They have consistently delivered excellent results in this space, earning a reputation for their knowledge and expertise. As a discretionary investment firm, SGL Investment Advisors, Inc. has full authority to make investment decisions on behalf of their clients. Currently, they oversee a diverse client base of over 300 individuals, managing assets totaling more than $212,067,000. The firm takes pride in its team of seasoned professionals, including Andrew Harris, Ronald Macwillie, and Robbyn Richardson, who have been with SGL Investment Advisors, Inc. for an extended period, further solidifying their commitment to providing top-notch advisory services. With their local presence, expertise in managing employer 401Ks and individual investments, and a team of experienced advisors, SGL Investment Advisors, Inc. remains dedicated to helping clients navigate the complexities of the financial markets and achieve their long-term financial objectives.

Cladis Investment Advisory LLC, headquartered in Billings, MT, is a reputable small investment advisory firm dedicated to providing personalized financial solutions to its clients. With a robust portfolio of over 70 individual clients, the firm manages assets worth more than $104,922,000. Their client-focused approach sets them apart in the industry, as they strive to understand each client's unique goals and tailor investment strategies accordingly. While Cladis Investment Advisory LLC primarily focuses on discretionary management of assets, they also possess the expertise to handle employer funds. Their comprehensive compensation structure offers clients flexibility, including options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring transparency and alignment of interests. The firm prides itself on its team of knowledgeable professionals who provide exceptional investment advisory services. With a team of two employees, each investment advisor oversees an average of approximately $52,460,000 in assets under management, which is consistent with the industry average. Nicholas Cladis and Tracy Hawbaker, two of the firm's longest tenured registered advisors, bring extensive experience and expertise to the table. Cladis Investment Advisory LLC maintains a strong commitment to integrity, professionalism, and client satisfaction. By consistently staying informed of market trends and employing a proactive investment approach, they aim to optimize returns and mitigate risks for their valued clientele. As a trusted partner in wealth management, Cladis Investment Advisory LLC continues to empower individuals and organizations to achieve their financial goals with confidence.