Clients per advisor for Independent firms in Montana

In Montana, independent financial advisors tend to serve a slightly higher number of clients per advisor compared to the national median for this category. With 51 independent firms and a median client load of 31, advisors in the state generally manage more relationships than the typical independent advisor nationally, who serves around 24 clients. This suggests that Montana’s independent advisors may balance personalized service with a moderately larger client base, potentially reflecting a mix of advisors who are both established and intentionally maintaining manageable practices. Clients seeking independent advisors in Montana might expect a blend of attentive service with some scalability.

Firm	Client/advisor ratio	Clients	Advisors	Staff
LendingRobot	Very High 609	609	1	2
The Pilot's Advisor, LLC	Very High 530	530	1	1
Sentinel Wealth Strategies	Very High 220	220	1	1
Integrated Financial Management, LLC	Very High 148	148	1	1
Diamond Investment Management Services, LLC	Very High 126	126	1	1
Wildrye Financial	Very High 122	122	1	1
CSLA Financial Inc	Very High 122	122	1	1
Glacier Investment Management	Very High 114	114	1	1
Bibler Financial Group	Very High 110	110	1	1
Royal Palms Capital, LLC	Very High 87	87	1	1
Sapphire Financial Strategies, L.L.C.	Very High 77	77	1	1
Arkell Asset Management, LLC	Very High 71	71	1	1
Stapleton Financial Group	High 66	66	1	1
James C Wangerin, CPA/PFS	High 61	61	1	1
Ascent Wealth Management	High 60	60	1	1
JCG Advisory Group, LLC	High 55	55	1	1
Platler Capital Management LLC	High 53	53	1	1
Mccormick Financial Advisors, LLC	High 52	52	1	1
Clearstone Wealth Management, LLC	High 51	51	1	1
Springbrook Financial, LLC	High 47	47	1	1
Solid Rock Wealth Management	High 47	47	1	1
Inukshuk Investments, LLC	High 45	45	1	1
GlacierWealth	High 41	41	1	1
Montana Investment Advisors Inc	High 41	41	1	1
Quinn Capital LLC	Typical 35	35	1	2
TheMoneyMD.com, LLC	Typical 31	31	1	2
Advanced Practice Planning, LLC	Typical 30	30	1	1
Off the Beaten Path Financial	Typical 29	29	1	1
EDR Investment Advisors, LLC	Typical 27	27	1	2
Dividends & More	Typical 26	26	1	1
Kipling & Co.	Typical 26	26	1	1
Group W Investment Management LLC	Typical 22	22	1	1
Yellowstone Investment Planners, Inc.	Typical 22	22	1	1
Quarterpoint	Typical 21	21	1	1
Stu Hawver, CFA, MBA, LLC	Low 20	20	1	1
Optima Capital Management	Low 19	19	1	1
Aviator Wealth Group	Low 18	18	1	1
IJD Evergreen Financial Services LLC	Low 17	17	1	1
KTE Capital Management, LLC	Low 16	16	1	1
Watson House Investment Management, LLC	Low 14	14	1	1
H R Financial Services, Inc.	Low 13	13	1	1
Hansen Wealth Management	Low 12	12	1	1
Entrusted Wealth	Low 12	12	1	1
Pinecrest Advisors	Low 10	10	1	1
Larsen Financial Services	Very Low 8	8	1	1
Encore 401K, LLC	Very Low 8	8	1	1
Pathfinder Wealth Advisors, LLC	Very Low 7	7	1	2
Noisy Creek Capital	Very Low 6	6	1	1
Bow Stream Investments LLC	Very Low 5	5	1	1
Wyndfall Financial Inc	Very Low 5	5	1	1
Eagle Spirit Investments Consulting, Inc.	Very Low 5	5	1	1

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Clients per advisor for Independent firms serving clients in Montana