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
Tom Johnson Investment Management, LLC	Very High 906	5,437	6	11
Cary Street Partners Asset Management	Very High 902	1,804	2	49
Washington Crossing Advisors LLC	Very High 788	3,152	4	10
R.T. Jones Capital Equities Management Inc.	Very High 773	4,636	6	7
Estabrook Capital Management LLC	Very High 697	697	1	10
Public Advisors LLC	Very High 646	4,521	7	44
J.Derek Lewis & Associates, Inc.	Very High 641	7,691	12	12
Jazz Wealth Managers, Inc.	Very High 636	3,182	5	9
Minneapolis Portfolio Management Group, LLC	Very High 577	1,732	3	9
Uniplan Investment Counsel, Inc.	Very High 572	1,715	3	11
Hollow Brook Wealth Management LLC	Very High 549	549	1	18
Kiley Juergens Wealth Management, LLC	Very High 490	2,937	6	26
Catalyst Wealth Management LLC	Very High 477	9,549	20	22
Miller Tabak Asset Management	Very High 468	936	2	9
Berkshire Asset Management, LLC	Very High 464	2,322	5	11
Granite Investment Partners, LLC	Very High 462	462	1	20
Axos Invest, Inc	Very High 453	6,792	15	15
Abner Herrman & Brock, LLC	Very High 450	2,251	5	13
Weinand Financial, Inc.	Very High 437	437	1	5
Wilsey Asset Management Incorporated	Very High 422	844	2	9
Compass Financial Group, INC	Very High 382	2,675	7	13
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
Horst & Graben Wealth Management, LLC	Very High 325	1,299	4	10
Global Assets Advisory, LLC	Very High 322	2,572	8	29
Origin Investment Advisory LLC	Very High 316	7,591	24	41
FREC	Very High 298	1,789	6	7
Tradewinds Capital Management, LLC	Very High 278	2,224	8	10
Strategic Planning Group	Very High 264	1,582	6	20
Iron Gate Global Advisors	Very High 251	1,760	7	7
Tamar Securities, LLC	Very High 247	4,198	17	22
Front Street Capital Management, Inc.	Very High 237	1,185	5	6
Schnieders Capital Management, LLC.	Very High 230	459	2	8
CGC Financial Services	Very High 228	1,140	5	13
First Affirmative Financial Network LLC	Very High 228	2,275	10	23
WestEnd Advisors, LLC	Very High 225	4,050	18	29
Nelson Securities,Inc.	Very High 224	2,016	9	15
Wealth Quarterback LLC	Very High 222	1,111	5	11
Benjamin F. Edwards Wealth Management, LLC	Very High 220	1,099	5	12
McIlrath & Eck, LLC	Very High 215	1,287	6	19
North Star Investment Management Corporation	Very High 211	2,536	12	26
West Wealth Group, LLC	Very High 210	2,736	13	35
Hahn Financial Group	Very High 205	1,846	9	16
Fermata Advisors	Very High 201	2,815	14	27
Pacific Sage Partners, LLC	Very High 201	804	4	8
Ignite Planners LLC	Very High 200	4,605	23	36
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
Cullinan Associates, Inc.	Very High 200	599	3	17
KWB Wealth	Very High 194	1,935	10	10
Fellowship Financial Planning	Very High 188	1,130	6	12
Gemmer Asset Management LLC	Very High 181	1,270	7	16
Retirement Investment Advisors Inc	Very High 175	1,399	8	15
American Wealth Management	Very High 175	873	5	9
J.M. Forbes & Co. Llp	Very High 174	1,041	6	21
Saratoga Research & Investment Management	Very High 170	2,554	15	21
Retirable	Very High 170	2,210	13	23
Nectarine	Very High 169	3,210	19	32
New Harbor Financial Group, LLC	Very High 168	1,010	6	9
Martel Wealth Advisors, LLC	Very High 166	998	6	13
Capital Advisors Wealth Management	Very High 166	993	6	10
Aspire Capital Advisors LLC	Very High 163	1,956	12	22
Motley Fool Wealth Management, LLC	Very High 161	2,099	13	39
Zoe Financial, Inc.	Very High 161	1,608	10	45
Advisors Management Group Inc	Very High 159	1,912	12	17
Richards Merrill Wealth Management	Very High 159	1,270	8	10
Financial Security Management, Inc	Very High 157	1,102	7	7
McLaughlin Ryder Investments, Inc.	Very High 155	465	3	3
SMI Advisory Services, LLC	Very High 154	1,080	7	7
Matrix Asset Advisors Inc	Very High 152	607	4	12
Deltec Asset Management LLC	Very High 148	148	1	15
Strategic Wealth Group	Very High 147	3,524	24	24
Lighthouse Wealth Strategies, LLC	Very High 144	866	6	13
Acorn Financial Advisory Services, Inc.	Very High 144	2,584	18	18
Planned Solutions, Inc.	Very High 138	827	6	11
Pace Financial Advisors	Very High 138	1,240	9	9
Driven Investments LLC	Very High 132	1,192	9	9
Beacon Financial Group	Very High 132	1,052	8	18
TRUE Private Wealth Advisors, LLC	Very High 131	1,576	12	22
Synergy Asset Management, LLC	Very High 128	1,153	9	14
Berthel, Fisher & Company Financial Services, Inc.	Very High 128	3,323	26	100
Journey Retirement Planning and Investment Management, LLC	Very High 127	637	5	8
HRC Wealth Management, LLC	Very High 125	878	7	8
Rubicon Advisors	Very High 125	1,370	11	20
Physician Wealth Advisors, Inc.	Very High 121	1,088	9	15
Leonard Rickey Investment Advisors, P.L.L.C.	Very High 120	1,078	9	19
Peak Planning Group, LLC	Very High 120	838	7	11
Stenger Family Office, LLC	Very High 119	833	7	10
Alliant Securities, Inc. Turner, Nord, Kienbaum	Very High 118	708	6	9
Paul R. Ried Financial Group, LLC	Very High 118	1,059	9	12
Roseman Wagner Wealth Management	Very High 116	580	5	8
Ashton Thomas Securities, LLC	Very High 114	2,281	20	46
West Invest	Very High 114	684	6	9
MSH Capital Advisors LLC	Very High 113	2,257	20	35
Navellier & Associates Inc	Very High 113	1,238	11	21
Oak Lane Advisors	Very High 112	898	8	12
Altus Wealth Group, LLC	Very High 112	785	7	7
Bridgeport Financial Solutions	Very High 112	895	8	9
Tandem Financial, LLC	Very High 112	447	4	6
Markowski Investments	Very High 112	1,227	11	11
Denver Wealth Management, Inc.	Very High 110	986	9	18
CCM Investment Advisers, LLC	High 109	873	8	11
Cozad Asset Management Inc	High 106	2,116	20	29
Linden Thomas Advisory Services, LLC	High 106	1,268	12	14
Bill Few Associates, Inc.	High 106	2,954	28	31
Compass Capital Corporation	High 105	1,367	13	14
WealthPLAN Partners	High 105	1,677	16	56
SLP Wealth	High 104	1,657	16	23
MarsJewett Financial Group	High 102	717	7	16
Global Wealth Strategies and Associates, LLC	High 102	921	9	10
Griffiths, Dreher & Evans, P.S., CPAs	High 102	915	9	25
Aviso Wealth Management	High 101	913	9	9
Townsend	High 101	1,514	15	30
Shufro, Rose & CO., LLC	High 101	1,207	12	27
Young Richard C & Co Ltd	High 100	798	8	14
ALTA Capital Management LLC	High 99	1,193	12	19
EQ Wealth Advisors	High 99	298	3	6
3Edge Asset Management, LP	High 99	1,489	15	24
Strive Financial Group, LLC	High 96	769	8	11
Financial Insights Wealth Management	High 96	768	8	16
Convergence Financial	High 92	2,665	29	29
The Hoerner Planning Group, LLC	High 91	365	4	8
Waddell & Associates, LLC	High 91	1,001	11	21
Guidestone Advisors	High 91	2,087	23	34
Stewardship Advisory Group, LLC	High 88	530	6	17
Bradford Financial Center	High 87	699	8	26
Allied Investment Advisors LLC	High 87	953	11	12
Stack Financial Management Inc	High 87	779	9	14
Vickerman Investment Advisors, Inc.	High 86	428	5	7
Phillips and Company Advisors LLC	High 85	1,110	13	19
G&S Capital LLC	High 84	421	5	9
Wellesley Asset Management, Inc.	High 83	1,246	15	30
BCG Securities, inc.	High 82	2,060	25	55
Cornerstone Wealth	High 82	2,373	29	50
Vantage Point Wealth Management	High 81	1,219	15	15
Paradigm Investment Advisory, LLC	High 81	644	8	8
TCFG Investment Advisors, LLC	High 80	2,334	29	29
Neville, Rodie & Shaw Inc	High 80	320	4	13
Century Management Financial Advisors	High 79	707	9	16
Cookson Peirce Wealth Management	High 77	1,544	20	29
WealthPlan Investment Management LLC	High 77	2,068	27	34
Financial Plan, Inc.	High 75	905	12	12
Dentist Advisors	High 75	752	10	24
Northern Capital Management, Inc.	Typical 72	719	10	11
Integrity Financial Corporation	Typical 71	1,209	17	21
Rothschild Investment LLC	Typical 70	1,191	17	39
Kelleher Financial Advisors, LLC	Typical 70	279	4	13
Masterworks Advisers, LLC	Typical 70	1,045	15	15
Petersen Hastings Wealth Advisors, Inc.	Typical 68	1,232	18	19
HORAN Wealth, LLC	Typical 67	1,408	21	32
One Charles Private Wealth	Typical 67	334	5	7
Professional Advisory Services Inc	Typical 66	596	9	13
ISC Advisors, Inc.	Typical 66	1,780	27	30
Desert Rose Capital Management, Inc.	Typical 66	723	11	22
Br Wealth Management	Typical 66	328	5	7
Financial Sense Advisors, Inc.	Typical 65	588	9	11
Chaney Capital Management Inc.	Typical 65	388	6	6
Insight Folios	Typical 65	1,228	19	19
Decker Retirement Planning Inc.	Typical 64	767	12	23
Arcus Capital Partners, LLC	Typical 64	447	7	15
GoalVest Advisory LLC	Typical 63	443	7	10
Rossmore Private Capital, LLC	Typical 63	253	4	10
Brady Martz Wealth Solutions, LLC	Typical 63	439	7	11
Personal CFO Solutions LLC	Typical 62	624	10	18
Smart Money Group, LLC	Typical 62	556	9	24
Dash Investments	Typical 62	432	7	9
Baldwin Wealth Partners, LLC	Typical 62	738	12	34
Main Street Research LLC	Typical 60	1,018	17	24
DAI Wealth, LLC	Typical 59	1,466	25	40
Capital Management Associates Inc	Typical 58	877	15	17
Capital Planning, LLC	Typical 58	289	5	12
The Norden Group LLC	Typical 58	1,271	22	30
Adams Wealth Advisors	Typical 58	691	12	18
Oxbow Advisors, LLC	Typical 57	688	12	13
Quantum Financial Planning Services, Inc.	Typical 56	790	14	19
Cornerstone Asset Management Services, Inc.	Typical 56	280	5	9
Washington Trust Advisors	Typical 56	781	14	21
Gagnon Securities, LLC	Typical 56	1,058	19	19
Mission Creek Capital Partners, Inc.	Typical 55	499	9	14
Bts Asset Management, Inc.	Typical 55	443	8	13
Rademacher Financial, Inc.	Typical 55	330	6	6
CPC Advisors, LLC	Typical 55	934	17	29
Investor FAN	Typical 55	874	16	18
Dividend Assets Capital, LLC	Typical 55	382	7	7
Monere Wealth Management, Inc.	Typical 54	485	9	10
Pinion Wealth Management, LLC	Typical 54	431	8	12
Aviance Capital Partners LLC	Typical 53	372	7	11
McDonald Partners LLC	Low 51	1,131	22	29
Oak Harvest Investment Services	Low 51	968	19	44
Private Wealth Partners, LLC	Low 51	253	5	9
Elevated Capital Advisors, LLC	Low 50	1,006	20	30
Decisionpoint Financial, LLC	Low 50	602	12	18
Carlson Investments	Low 50	350	7	14
Horter Investment Management, LLC	Low 50	1,292	26	43
CAVU Wealth Management	Low 50	347	7	7
RB Capital Management, LLC	Low 49	636	13	16
Financial Enhancement Group	Low 48	1,257	26	26
SGL Investment Advisors, Inc.	Low 47	712	15	15
Corda Investment Management, LLC	Low 47	1,359	29	32
Professional Financial Solutions, LLC	Low 47	279	6	8
FMB Wealth Management	Low 46	324	7	12
RiverFront Investment Group, LLC	Low 46	1,185	26	46
Andina Advisors	Low 45	632	14	31
Hohimer Wealth Management, LLC	Low 45	535	12	12
Aspen Capital Management, LLC	Low 44	443	10	12
TRADEway	Low 44	611	14	36
DMKC Advisory Services, LLC	Low 43	473	11	13
JNBA Financial Advisors, LLC	Low 43	1,105	26	36
Stansberry Asset Management, LLC	Low 42	975	23	34
Penn Davis McFarland Inc.	Low 42	211	5	10
Nilsine Partners, LLC	Low 42	540	13	18
Nasdaq Dorsey Wright	Low 40	806	20	25
Riskbridge Advisors, LLC	Low 40	277	7	15
Clark Asset Management, LLC	Low 39	275	7	9
Brooklyn FI, LLC	Low 37	373	10	12
Flagstar Advisors	Low 37	1,004	27	37
Columbia Advisory Partners, LLC	Low 37	630	17	19
Meridian Wealth Advisors, LLC	Low 36	328	9	12
Econologics Financial Advisors	Low 36	291	8	18
Albion Financial Group	Low 36	722	20	31
Tandem Wealth Advisors	Low 36	251	7	7
Oakwood Capital, Inc.	Low 36	608	17	20
Feldman, Ingardona & Co	Low 35	177	5	6
Black Knight Wealth Management, LLC	Low 34	444	13	14
AIRE Advisors, LLC	Very Low 34	340	10	10
Punch & Associates Investment Management, Inc.	Very Low 34	541	16	34
Tschetter Group	Very Low 34	503	15	24
Equitycompass Investment Management, LLC	Very Low 33	163	5	14
Stirlingshire Investments	Very Low 32	760	24	29
Guardian Wealth Partners, LLC	Very Low 31	402	13	75
WaFd Wealth, Inc	Very Low 30	274	9	14
Evermay Wealth Management, LLC	Very Low 29	558	19	24
Anchor Capital Advisors LLC	Very Low 28	474	17	42
Parsonex Advisory Services, Inc.	Very Low 28	330	12	24
Global Trust	Very Low 27	218	8	12
Panoramic Capital Partners LLC	Very Low 27	159	6	7
Strata Wealth Advisors, LLC	Very Low 25	227	9	14
BSW Wealth Partners	Very Low 24	476	20	27
MDRN Capital	Very Low 24	569	24	36
Northwest Investment Advisors, Inc.	Very Low 23	115	5	15
Savvi Financial LLC	Very Low 23	135	6	22
Bitterroot Capital Advisors LLC	Very Low 20	20	1	7
1834 Investment Advisors Co.	Very Low 19	369	19	45
Capital Synergy Partners	Very Low 17	331	20	21
B.B. Graham & Company, Inc.	Very Low 16	427	26	32
MMA Asset Management LLC	Very Low 16	282	18	19
Partners Capital Services, Inc.	Very Low 15	210	14	18
Colorado Financial Service Corporation	Very Low 12	188	16	38
Sanders Morris LLC	Very Low 12	127	11	27
Algorithmic Investment Models	Very Low 1	8	8	8

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