8 financial advisors & firms and 0 insurance agents verified near Missoula, MT — every one cited to the regulator, claimable and removable by the person named.
RIA firm · Missoula, MT 59801 · Registered investment adviser · $18M AUM
CRD 296926 · verify at the regulator
RIA firm · Missoula, MT 59801 · Registered investment adviser
CRD 333307 · verify at the regulator
RIA firm · Missoula, MT 59801 · Registered investment adviser
CRD 339673 · verify at the regulator
RIA firm · Missoula, MT 59802 · Registered investment adviser · $35M AUM
CRD 47511 · verify at the regulator
RIA firm · Missoula, MT 59802 · Registered investment adviser · $862M AUM
CRD 141974 · verify at the regulator
RIA firm · Missoula, MT 59802 · Registered investment adviser · $392M AUM
CRD 145167 · verify at the regulator
RIA firm · Missoula, MT 59802 · Registered investment adviser · $39M AUM
CRD 305082 · verify at the regulator
RIA firm · Missoula, MT 59802 · Registered investment adviser · $280M AUM
CRD 333911 · verify at the regulator
Verified advisors and insurance agents in the places closest to Missoula, MT.
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.