Clients per advisor for Supported firms in Montana

In Montana, supported financial advisor firms tend to serve a higher number of clients per advisor compared to the broader national pattern. With 91 firms in this category, the median clients per advisor in the state is 65, exceeding the national median of 47. This suggests that Montana’s supported firms often operate with more efficient, scalable models, potentially balancing a broader client base with structured service processes. For clients, this could mean access to advisors who manage larger caseloads, possibly reflecting lower minimums or fees, while still benefiting from the support typical of small teams or advisors with staff.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Zacks Intelligence LLC	Very Low 1	1	1	7
BDL Wealth Management PLLC	Very Low 9	18	2	2
Stafford Financial, LLC	Very Low 11	21	2	2
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Opulence Planning	Very Low 11	22	2	2
Bergen Park Capital Management, LLC	Very Low 11	11	1	5
RNS Wealth Management, LLC	Very Low 12	37	3	3
Innovation Partners LLC	Very Low 13	26	2	305
Evergreen Financial Group	Very Low 14	41	3	3
Mountain Wealth Management, LLC	Very Low 14	28	2	2
Sankala Group LLC	Low 27	107	4	4
Reppond Investments, Inc.	Low 30	90	3	4
Lussenheide Capital Management, Inc.	Low 30	60	2	2
Donalies Financial Planning, LLC	Low 34	135	4	5
Evergreen Wealth Advisors	Low 36	142	4	18
Peltoma Capital Partners	Low 37	73	2	2
CoCreate Financial	Low 37	112	3	3
Datalign	Low 38	38	1	20
Cladis Investment Advisory LLC	Low 38	114	3	3
Greystone Capital Partners Group LLC	Low 39	157	4	4
Capstone Wealth	Low 40	159	4	8
Figure 8 Investment Strategies LLC	Typical 41	163	4	7
Pine Haven Investment Counsel, Inc.	Typical 42	84	2	3
Global Value Investment Corporation	Typical 44	174	4	11
Monteith Wealth	Typical 45	90	2	6
Financial Freedom for Dentists LLC	Typical 45	136	3	3
Williams and Schiller Wealth Management, LLC	Typical 46	92	2	2
Orser Capital Management LLC	Typical 47	141	3	3
Strategic Advocates, LLC	Typical 47	141	3	3
The Herbst Group, LLC	Typical 48	190	4	7
Mersereau, Lazenby & Rockas, L.L.C.	Typical 48	143	3	13
Larimer Capital Corporation	Typical 51	101	2	4
KilterHowling LLC	Typical 51	203	4	4
O'Donnell Wealth Management	Typical 52	208	4	6
Capstone Wealth Partners	Typical 52	157	3	4
Two Point Capital Management, Inc.	Typical 53	106	2	6
SS&H Financial Advisors, Inc.	Typical 57	113	2	2
Stewardship Concepts Financial Services LLC	Typical 57	229	4	4
Bridgelight Capital LLC	Typical 58	173	3	4
Columbia River Advisors	Typical 58	231	4	6
Outfitter Financial	Typical 58	58	1	4
Mench Financial Inc	Typical 58	175	3	4
Red SEVEN	Typical 61	244	4	4
Sphinx Investments LLC	Typical 63	125	2	3
917 Advisory Services LLC	High 65	195	3	4
StreamSong Advisors, LLC	High 66	263	4	5
GrowStrong Wealth Strategies	High 68	203	3	3
Investable Wealth, LLC	High 72	143	2	2
Hendrickson Financial Services, LLC	High 74	148	2	2
Northfork Advisors	High 76	152	2	2
Portfolio Logix, LLC	High 78	156	2	2
Twenty Twenty Investment Advisors, LLC	High 78	312	4	6
Main Line Retirement Advisors, LLC	High 79	158	2	3
Investable	High 81	81	1	4
Professional Financial Management, Inc.	High 82	163	2	2
Mainstream Capital Management	High 85	170	2	4
Blackmore Financial Solutions	High 86	171	2	2
56 Capital Partners, Ltd	High 87	260	3	3
Cypress Capital Management, LLC	High 93	185	2	4
Prospettiva Financial	High 98	294	3	3
Alchemy Wealth Management	High 99	198	2	2
Big Sky Wealth Advisors, LLC	High 101	201	2	2
Cambridge Financial Group, Inc.	High 102	306	3	6
Red Mountain Financial Partners	High 102	306	3	3
FamilyWealth Asset Management	High 103	413	4	4
Boltwood Capital Management	Very High 107	213	2	2
Lighthouse Financial Services Inc	Very High 115	458	4	6
Five Pine Wealth	Very High 115	345	3	3
Demars Financial Group LLC	Very High 125	498	4	4
Capstone RIA	Very High 131	262	2	3
Advisifi LLC	Very High 133	133	1	6
Fischer Investment Strategies, LLC	Very High 139	418	3	5
3 Peaks Financial	Very High 140	280	2	3
Jeffery C. Welch and Associates, Inc.	Very High 144	287	2	2
Lyons Capital Group	Very High 144	287	2	6
S.G. Long & Company	Very High 159	159	1	15
Burrus	Very High 161	322	2	5
Evergreen Wealth Partners LLC	Very High 177	708	4	9
Morgan Financial Incorporated	Very High 186	186	1	5
Financial Forum, Inc.	Very High 191	572	3	4
Graystone Partners Wealth Management, LLC	Very High 194	581	3	5
Interwest Investment Advisors, Inc	Very High 195	389	2	2
Palouse Capital Management, Inc.	Very High 219	877	4	4
Intermountain Wealth Management, Inc.	Very High 223	446	2	3
Piedmont Capital Management, LLC	Very High 232	464	2	3
NBW Capital LLC	Very High 252	0	1	3
Sanchez Gaunt Capital Management, LLC	Very High 277	830	3	5
Ironwood Investment Management, LLC	Very High 288	288	1	8
Polaris Financial, LLC	Very High 426	852	2	2
Elite Financial, Inc.	Very High 439	439	1	1
Trutoro	Very High 960	960	1	9

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Clients per advisor for Supported firms serving clients in Montana