Financial Planners in Montana: Ranked Lists by City (2026)
5 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →
We rank financial planners in 5 Montana cities, 64 city rankings in all. The largest lists are Billings (18), Missoula (15) and Bozeman (13).
Financial planners by city in Montana
Every Montana city with a ranked list of financial planners, 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 planners in Billings | 18 | Spitfire Financial Group | 77 |
| Financial planners in Missoula | 15 | Glidewell | 80 |
| Financial planners in Bozeman | 13 | Medicare Life Group | 79 |
| Financial planners in Great Falls | 9 | First Command Financial Advisor - Jesse Cameron, RICP® | 78 |
| Financial planners in Kalispell | 9 | Ascent Wealth Management PLLC | 78 |
Highest RFA Scores among Montana financial planners
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 | French Wealth Management - LPL Financial | 78 | #2 in Kalispell | 5.0★ (13) |
| 6 | Spitfire Financial Group | 77 | #1 in Billings | 5.0★ (29) |
| 7 | Stockman Bank | 77 | #3 in Kalispell | 4.2★ (18) |
| 8 | Jennaway and Mcleod Insurance | 77 | #2 in Bozeman | 5.0★ (29) |
| 9 | Carson Wealth | 77 | #2 in Billings | 5.0★ (27) |
| 10 | Stockman Bank | 75 | #3 in Billings | 4.3★ (27) |