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.

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.