Investment Advisors in Montana: Ranked Lists by City (2026)
6 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →
We rank investment advisors in 6 Montana cities, 54 city rankings in all. The largest lists are Billings (16), Bozeman (13) and Missoula (9).
Investment advisors by city in Montana
Every Montana city with a ranked list of investment 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 |
|---|---|---|---|
| Investment advisors in Billings | 16 | C K Mack LLC | 69 |
| Investment advisors in Bozeman | 13 | Veltkamp Agency Inc. | 72 |
| Investment advisors in Missoula | 9 | Coghlan Financial | 77 |
| Investment advisors in Kalispell | 6 | IPX1031: Russell Marsan | 73 |
| Investment advisors in Great Falls | 5 | Stockman Bank | 68 |
| Investment advisors in Helena | 5 | Edward Jones - Financial Advisor: Adam Klippenstein | 70 |
Highest RFA Scores among Montana investment 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 | Coghlan Financial | 77 | #1 in Missoula | 5.0★ (9) |
| 2 | IPX1031: Russell Marsan | 73 | #1 in Kalispell | 5.0★ (3) |
| 3 | Goodworks Ventures | 72 | #2 in Missoula | 5.0★ (3) |
| 4 | Veltkamp Agency Inc. | 72 | #1 in Bozeman | 4.2★ (5) |
| 5 | Montana Retirement Income Advisory | 70 | #3 in Missoula | 5.0★ (19) |
| 6 | Edward Jones - Financial Advisor: Adam Klippenstein | 70 | #1 in Helena | 5.0★ (9) |
| 7 | French Wealth Management - LPL Financial | 70 | #2 in Kalispell | 5.0★ (13) |
| 8 | Harris Financial | 69 | #3 in Kalispell | 5.0★ (11) |
| 9 | C K Mack LLC | 69 | #1 in Billings | 3.4★ (5) |
| 10 | Stockman Bank | 68 | #1 in Great Falls | 4.2★ (5) |