Financial Advisors in Montana: Ranked Lists by City (2026)
6 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →
We rank financial advisors in 6 Montana cities, 106 city rankings in all. The largest lists are Billings (27), Bozeman (23) and Missoula (21).
Financial advisors by city in Montana
Every Montana city with a ranked list of financial advisors, largest first. Each list ranks firms within 25 mi of the city.
Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.
| City | Ranked | Ranked #1 | Its RFA Score |
|---|---|---|---|
| Financial advisors in Billings | 27 | Spitfire Financial Group | 73 |
| Financial advisors in Bozeman | 23 | Medicare Life Group | 79 |
| Financial advisors in Missoula | 21 | Glidewell | 80 |
| Financial advisors in Kalispell | 15 | Ascent Wealth Management PLLC | 78 |
| Financial advisors in Great Falls | 13 | First Command Financial Advisor - Jesse Cameron, RICP® | 78 |
| Financial advisors in Helena | 7 | Edward Jones - Financial Advisor: Adam Klippenstein | 72 |
Highest RFA Scores among Montana financial advisors
Each score is computed within its own city list, so use the city pages to compare businesses. Shown for orientation, not as a state ranking.
Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.
| # | Firm | RFA Score | City list | Google rating |
|---|---|---|---|---|
| 1 | Glidewell | 80 | #1 in Missoula | 5.0★ (619) |
| 2 | Medicare Life Group | 79 | #1 in Bozeman | 5.0★ (47) |
| 3 | Ascent Wealth Management PLLC | 78 | #1 in Kalispell | 5.0★ (16) |
| 4 | First Command Financial Advisor - Jesse Cameron, RICP® | 78 | #1 in Great Falls | 5.0★ (23) |
| 5 | Nexus Wealth Management | 78 | #2 in Missoula | 5.0★ (210) |
| 6 | French Wealth Management - LPL Financial | 77 | #2 in Kalispell | 5.0★ (13) |
| 7 | Jennaway and Mcleod Insurance | 77 | #2 in Bozeman | 5.0★ (29) |
| 8 | Stockman Bank | 77 | #3 in Kalispell | 4.2★ (18) |
| 9 | Core Wealth | 76 | #3 in Bozeman | 5.0★ (21) |
| 10 | Bravera Bank | 74 | #3 in Great Falls | 3.9★ (17) |