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Largest SEC-Registered Investment Advisors (RIAs) in Montana

Largest SEC-Registered Investment Advisors (RIAs) in Montana

As of July 2024, per latest ADV filings

1. D.A. DAVIDSON & CO.

Assets Under Management: $27,925,396,056

Client Accounts:  81,264

2. INVESTMENT MANAGEMENT GROUP

Assets Under Management: $4,779,207,780

Client Accounts:  2,303

3. DAVIDSON INVESTMENT ADVISORS, INC.

Assets Under Management: $4,497,592,543

Client Accounts:  4,038

4. STACK FINANCIAL MANAGEMENT INC

Assets Under Management: $1,797,664,736

Client Accounts:  1,529

5. BITTERROOT CAPITAL ADVISORS LLC

Assets Under Management: $1,509,082,717

Client Accounts:  22

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