Clients per advisor for Team firms serving clients in Montana

In Montana, team-based financial advisor firms tend to serve significantly more clients per advisor compared to the broader market. With 169 such firms, the median number of clients per advisor is around 100, nearly double the national median of 57 for this category. This suggests that Montana’s team firms often operate with more scalable, process-driven models, enabling advisors to manage larger client loads efficiently. Clients seeking highly personalized, relationship-driven service might find fewer options here, as the higher client counts indicate a focus on broader reach and standardized workflows. Understanding this dynamic can help Montana residents align their expectations with the service style prevalent among local team firms.

Team firms nationally 3,584 firms

Very Low 17-34 per advisor

Low 34-51

Typical 51-73

High 73-109

Very High 109-216

5th 20th 40th 60th 80th 95th

Median: 61

Firm	Client/advisor ratio	Clients	Advisors	Staff
Algorithmic Investment Models	Very Low 1	8	8	8
Sanders Morris LLC	Very Low 12	127	11	27
Colorado Financial Service Corporation	Very Low 12	188	16	38
Partners Capital Services, Inc.	Very Low 15	210	14	18
MMA Asset Management LLC	Very Low 16	282	18	19
B.B. Graham & Company, Inc.	Very Low 16	427	26	32
Capital Synergy Partners	Very Low 17	331	20	21
1834 Investment Advisors Co.	Very Low 19	369	19	45
Bitterroot Capital Advisors LLC	Very Low 20	20	1	7
Savvi Financial LLC	Very Low 23	135	6	22
MDRN Capital	Very Low 23	569	24	36
Northwest Investment Advisors, Inc.	Very Low 23	115	5	15
BSW Wealth Partners	Very Low 24	476	20	27
Strata Wealth Advisors, LLC	Very Low 25	227	9	14
Panoramic Capital Partners LLC	Very Low 27	159	6	7
Global Trust	Very Low 27	218	8	12
Parsonex Advisory Services, Inc.	Very Low 28	330	12	24
Anchor Capital Advisors LLC	Very Low 28	474	17	42
Evermay Wealth Management, LLC	Very Low 29	558	19	24
WaFd Wealth, Inc	Low 30	274	9	14
Guardian Wealth Partners, LLC	Low 31	402	13	75
Stirlingshire Investments	Low 32	760	24	29
Equitycompass Investment Management, LLC	Low 33	163	5	14
Tschetter Group	Low 34	503	15	24
Punch & Associates Investment Management, Inc.	Low 34	541	16	34
AIRE Advisors, LLC	Low 34	340	10	10
Black Knight Wealth Management, LLC	Low 34	444	13	14
Feldman, Ingardona & Co	Low 35	177	5	6
Oakwood Capital, Inc.	Low 36	608	17	20
Tandem Wealth Advisors	Low 36	251	7	7
Albion Financial Group	Low 36	722	20	31
Econologics Financial Advisors	Low 36	291	8	18
Meridian Wealth Advisors, LLC	Low 36	328	9	12
Columbia Advisory Partners, LLC	Low 37	630	17	19
Flagstar Advisors	Low 37	1,004	27	37
Brooklyn FI, LLC	Low 37	373	10	12
Clark Asset Management, LLC	Low 39	275	7	9
Riskbridge Advisors, LLC	Low 40	277	7	15
Nasdaq Dorsey Wright	Low 40	806	20	25
Nilsine Partners, LLC	Low 42	540	13	18
Penn Davis McFarland Inc.	Low 42	211	5	10
JNBA Financial Advisors, LLC	Low 43	1,105	26	36
DMKC Advisory Services, LLC	Low 43	473	11	13
TRADEway	Low 44	611	14	36
Aspen Capital Management, LLC	Low 44	443	10	12
Stansberry Asset Management, LLC	Low 44	975	23	34
Hohimer Wealth Management, LLC	Low 45	535	12	12
Andina Advisors	Low 45	632	14	31
RiverFront Investment Group, LLC	Low 46	1,185	26	46
FMB Wealth Management	Low 46	324	7	12
Professional Financial Solutions, LLC	Low 47	279	6	8
Corda Investment Management, LLC	Low 47	1,359	29	32
SGL Investment Advisors, Inc.	Low 47	712	15	15
Horter Investment Management, LLC	Low 48	1,292	26	43
Financial Enhancement Group	Typical 48	1,257	26	26
RB Capital Management, LLC	Typical 49	636	13	16
CAVU Wealth Management	Typical 50	347	7	7
Carlson Investments	Typical 50	350	7	14
Decisionpoint Financial, LLC	Typical 50	602	12	18
Elevated Capital Advisors, LLC	Typical 50	1,006	20	30
Private Wealth Partners, LLC	Typical 51	253	5	9
Oak Harvest Investment Services	Typical 51	968	19	44
McDonald Partners LLC	Typical 51	1,131	22	29
Aviance Capital Partners LLC	Typical 53	372	7	11
Pinion Wealth Management, LLC	Typical 54	431	8	12
Monere Wealth Management, Inc.	Typical 54	485	9	10
Dividend Assets Capital, LLC	Typical 55	382	7	7
Investor FAN	Typical 55	874	16	18
CPC Advisors, LLC	Typical 55	934	17	29
Rademacher Financial, Inc.	Typical 55	330	6	6
Bts Asset Management, Inc.	Typical 55	443	8	13
Mission Creek Capital Partners, Inc.	Typical 55	499	9	14
Gagnon Securities, LLC	Typical 56	1,058	19	19
Washington Trust Advisors	Typical 56	781	14	21
Cornerstone Asset Management Services, Inc.	Typical 56	280	5	9
Quantum Financial Planning Services, Inc.	Typical 56	790	14	19
Oxbow Advisors, LLC	Typical 57	688	12	13
Adams Wealth Advisors	Typical 58	691	12	18
The Norden Group LLC	Typical 58	1,271	22	30
Capital Planning, LLC	Typical 58	289	5	12
Capital Management Associates Inc	Typical 58	877	15	17
DAI Wealth, LLC	Typical 59	1,466	25	40
Main Street Research LLC	Typical 60	1,018	17	24
Baldwin Wealth Partners, LLC	Typical 62	738	12	34
Dash Investments	Typical 62	432	7	9
Smart Money Group, LLC	Typical 62	556	9	24
Personal CFO Solutions LLC	Typical 62	624	10	18
Brady Martz Wealth Solutions, LLC	Typical 63	439	7	11
Rossmore Private Capital, LLC	Typical 63	253	4	10
GoalVest Advisory LLC	Typical 63	443	7	10
Arcus Capital Partners, LLC	Typical 64	447	7	15
Decker Retirement Planning Inc.	Typical 64	767	12	23
Insight Folios	Typical 65	1,228	19	19
Chaney Capital Management Inc.	Typical 65	388	6	6
Financial Sense Advisors, Inc.	Typical 65	588	9	11
Br Wealth Management	Typical 66	328	5	7
Desert Rose Capital Management, Inc.	Typical 66	723	11	22
ISC Advisors, Inc.	Typical 66	1,780	27	30
Professional Advisory Services Inc	Typical 66	596	9	13
One Charles Private Wealth	Typical 67	334	5	7
HORAN Wealth, LLC	Typical 67	1,408	21	32
Petersen Hastings Wealth Advisors, Inc.	Typical 68	1,232	18	19
Masterworks Advisers, LLC	High 70	1,045	15	15
Kelleher Financial Advisors, LLC	High 70	279	4	13
Rothschild Investment LLC	High 70	1,191	17	39
Integrity Financial Corporation	High 71	1,209	17	21
Northern Capital Management, Inc.	High 72	719	10	11
Dentist Advisors	High 75	752	10	24
Financial Plan, Inc.	High 75	905	12	12
WealthPlan Investment Management LLC	High 77	2,068	27	34
Cookson Peirce Wealth Management	High 77	1,544	20	29
Century Management Financial Advisors	High 79	707	9	16
Neville, Rodie & Shaw Inc	High 80	320	4	13
TCFG Investment Advisors, LLC	High 80	2,334	29	29
Paradigm Investment Advisory, LLC	High 81	644	8	8
Vantage Point Wealth Management	High 81	1,219	15	15
Cornerstone Wealth	High 82	2,373	29	50
BCG Securities, inc.	High 82	2,060	25	55
Wellesley Asset Management, Inc.	High 83	1,246	15	30
G&S Capital LLC	High 84	421	5	9
Phillips and Company Advisors LLC	High 85	1,110	13	19
Vickerman Investment Advisors, Inc.	High 86	428	5	7
Stack Financial Management Inc	High 87	779	9	14
Allied Investment Advisors LLC	High 87	953	11	12
Bradford Financial Center	High 87	699	8	26
Stewardship Advisory Group, LLC	High 88	530	6	17
Guidestone Advisors	High 91	2,087	23	34
Waddell & Associates, LLC	High 91	1,001	11	21
The Hoerner Planning Group, LLC	High 91	365	4	8
Convergence Financial	High 92	2,665	29	29
Financial Insights Wealth Management	High 96	768	8	16
Strive Financial Group, LLC	High 96	769	8	11
3Edge Asset Management, LP	High 99	1,489	15	24
EQ Wealth Advisors	High 99	298	3	6
ALTA Capital Management LLC	High 99	1,193	12	19
Young Richard C & Co Ltd	High 100	798	8	14
Shufro, Rose & CO., LLC	High 101	1,207	12	27
Townsend	High 101	1,514	15	30
Aviso Wealth Management	High 101	913	9	9
Griffiths, Dreher & Evans, P.S., CPAs	High 102	915	9	25
Global Wealth Strategies and Associates, LLC	High 102	921	9	10
MarsJewett Financial Group	High 102	717	7	16
SLP Wealth	High 104	1,657	16	23
WealthPLAN Partners	High 105	1,677	16	56
Compass Capital Corporation	Very High 105	1,367	13	14
Bill Few Associates, Inc.	Very High 106	2,954	28	31
Linden Thomas Advisory Services, LLC	Very High 106	1,268	12	14
Cozad Asset Management Inc	Very High 106	2,116	20	29
CCM Investment Advisers, LLC	Very High 109	873	8	11
Denver Wealth Management, Inc.	Very High 110	986	9	18
Markowski Investments	Very High 112	1,227	11	11
Tandem Financial, LLC	Very High 112	447	4	6
Bridgeport Financial Solutions	Very High 112	895	8	9
Altus Wealth Group, LLC	Very High 112	785	7	7
Oak Lane Advisors	Very High 112	898	8	12
Navellier & Associates Inc	Very High 113	1,238	11	21
MSH Capital Advisors LLC	Very High 113	2,257	20	35
West Invest	Very High 114	684	6	9
Ashton Thomas Securities, LLC	Very High 114	2,281	20	46
Roseman Wagner Wealth Management	Very High 116	580	5	8
Paul R. Ried Financial Group, LLC	Very High 118	1,059	9	12
Alliant Securities, Inc. Turner, Nord, Kienbaum	Very High 118	708	6	9
Stenger Family Office, LLC	Very High 119	833	7	10
Peak Planning Group, LLC	Very High 120	838	7	11
Leonard Rickey Investment Advisors, P.L.L.C.	Very High 120	1,078	9	19
Physician Wealth Advisors, Inc.	Very High 121	1,088	9	15
Rubicon Advisors	Very High 125	1,370	11	20
HRC Wealth Management, LLC	Very High 125	878	7	8
Journey Retirement Planning and Investment Management, LLC	Very High 127	637	5	8
Berthel, Fisher & Company Financial Services, Inc.	Very High 128	3,323	26	100
Synergy Asset Management, LLC	Very High 128	1,153	9	14
TRUE Private Wealth Advisors, LLC	Very High 131	1,576	12	22
Beacon Financial Group	Very High 132	1,052	8	18
Driven Investments LLC	Very High 132	1,192	9	9
Pace Financial Advisors	Very High 138	1,240	9	9
Planned Solutions, Inc.	Very High 138	827	6	11
Acorn Financial Advisory Services, Inc.	Very High 144	2,584	18	18
Lighthouse Wealth Strategies, LLC	Very High 144	866	6	13
Strategic Wealth Group	Very High 147	3,524	24	24
Deltec Asset Management LLC	Very High 148	148	1	15
Matrix Asset Advisors Inc	Very High 152	607	4	12
SMI Advisory Services, LLC	Very High 154	1,080	7	7
McLaughlin Ryder Investments, Inc.	Very High 155	465	3	3
Financial Security Management, Inc	Very High 157	1,102	7	7
Richards Merrill Wealth Management	Very High 159	1,270	8	10
Advisors Management Group Inc	Very High 159	1,912	12	17
Zoe Financial, Inc.	Very High 161	1,608	10	45
Motley Fool Wealth Management, LLC	Very High 161	2,099	13	39
Aspire Capital Advisors LLC	Very High 163	1,956	12	22
Capital Advisors Wealth Management	Very High 166	993	6	10
Martel Wealth Advisors, LLC	Very High 166	998	6	13
New Harbor Financial Group, LLC	Very High 168	1,010	6	9
Nectarine	Very High 169	3,210	19	32
Retirable	Very High 170	2,210	13	23
Saratoga Research & Investment Management	Very High 170	2,554	15	21
J.M. Forbes & Co. Llp	Very High 174	1,041	6	21
American Wealth Management	Very High 175	873	5	9
Retirement Investment Advisors Inc	Very High 175	1,399	8	15
Gemmer Asset Management LLC	Very High 181	1,270	7	16
Fellowship Financial Planning	Very High 188	1,130	6	12
KWB Wealth	Very High 194	1,935	10	10
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
Cullinan Associates, Inc.	Very High 200	599	3	17
Ignite Planners LLC	Very High 200	4,605	23	36
Pacific Sage Partners, LLC	Very High 201	804	4	8
Fermata Advisors	Very High 201	2,815	14	27
Hahn Financial Group	Very High 205	1,846	9	16
West Wealth Group, LLC	Very High 210	2,736	13	35
North Star Investment Management Corporation	Very High 211	2,536	12	26
McIlrath & Eck, LLC	Very High 215	1,287	6	19
Benjamin F. Edwards Wealth Management, LLC	Very High 220	1,099	5	12
Wealth Quarterback LLC	Very High 222	1,111	5	11
Nelson Securities,Inc.	Very High 224	2,016	9	15
WestEnd Advisors, LLC	Very High 225	4,050	18	29
First Affirmative Financial Network LLC	Very High 228	2,275	10	23
CGC Financial Services	Very High 228	1,140	5	13
Schnieders Capital Management, LLC.	Very High 230	459	2	8
Front Street Capital Management, Inc.	Very High 237	1,185	5	6
Tamar Securities, LLC	Very High 247	4,198	17	22
Iron Gate Global Advisors	Very High 251	1,760	7	7
Strategic Planning Group	Very High 264	1,582	6	20
Tradewinds Capital Management, LLC	Very High 278	2,224	8	10
FREC	Very High 298	1,789	6	7
Origin Investment Advisory LLC	Very High 316	7,591	24	41
Global Assets Advisory, LLC	Very High 322	2,572	8	29
Horst & Graben Wealth Management, LLC	Very High 325	1,299	4	10
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
Compass Financial Group, INC	Very High 382	2,675	7	13
Wilsey Asset Management Incorporated	Very High 422	844	2	9
Weinand Financial, Inc.	Very High 437	437	1	5
Abner Herrman & Brock, LLC	Very High 450	2,251	5	13
Axos Invest, Inc	Very High 453	6,792	15	15
Granite Investment Partners, LLC	Very High 462	462	1	20
Berkshire Asset Management, LLC	Very High 464	2,322	5	11
Miller Tabak Asset Management	Very High 468	936	2	9
Catalyst Wealth Management LLC	Very High 477	9,549	20	22
Kiley Juergens Wealth Management, LLC	Very High 490	2,937	6	26
Hollow Brook Wealth Management LLC	Very High 549	549	1	18
Public Advisors LLC	Very High 565	4,521	7	44
Uniplan Investment Counsel, Inc.	Very High 572	1,715	3	11
Minneapolis Portfolio Management Group, LLC	Very High 577	1,732	3	9
Jazz Wealth Managers, Inc.	Very High 636	3,182	5	9
J.Derek Lewis & Associates, Inc.	Very High 641	7,691	12	12
Estabrook Capital Management LLC	Very High 697	697	1	10
R.T. Jones Capital Equities Management Inc.	Very High 773	4,636	6	7
Washington Crossing Advisors LLC	Very High 788	3,152	4	10
Cary Street Partners Asset Management	Very High 902	1,804	2	49
Tom Johnson Investment Management, LLC	Very High 906	5,437	6	11

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