Wealth Managers in Montana: Ranked Lists by City (2026)
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We rank wealth managers in 1 Montana city, 5 city rankings in all. The largest lists are Kalispell (5).
Wealth managers by city in Montana
Every Montana city with a ranked list of wealth managers, largest first. Each list ranks firms within 40 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 |
|---|---|---|---|
| Wealth managers in Kalispell | 5 | Ascent Wealth Management PLLC | 73 |
Highest RFA Scores among Montana wealth managers
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 | Ascent Wealth Management PLLC | 73 | #1 in Kalispell | 5.0★ (16) |
| 2 | French Wealth Management - LPL Financial | 72 | #2 in Kalispell | 5.0★ (13) |
| 3 | Piton Wealth Kalispell | 72 | #3 in Kalispell | 5.0★ (12) |