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.

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.