Reported as registered
ALLIED INVESTMENT ADVISORS LLC
CRD 159103 · SEC 801-79202
BILLINGS, MT
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
27 sourced firms · query 47 ms
Reported as registered
BERGEN PARK CAPITAL MANAGEMENT, LLC
CRD 315162 · SEC 801-130596
BIGFORK, MT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BIG SKY WEALTH ADVISORS, LLC
CRD 321272 · SEC 801-130247
GREAT FALLS, MT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BITTERROOT CAPITAL ADVISORS LLC
CRD 109088 · SEC 801-58029
BOZEMAN, MT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPSTONE WEALTH
CRD 130128 · SEC 801-132460
BILLINGS, MT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CLADIS INVESTMENT ADVISORY LLC
CRD 153873 · SEC 801-126137
BILLINGS, MT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
D.A. DAVIDSON & CO.
CRD 199 · SEC 801-45761
GREAT FALLS, MT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DAVIDSON INVESTMENT ADVISORS, INC.
CRD 110552 · SEC 801-10883
GREAT FALLS, MT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DESTRA CAPITAL ADVISORS LLC
CRD 148574 · SEC 801-71604
BOZEMAN, MT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DFC PREFERRED ADVISORS LLC
CRD 309927 · SEC 801-119781
BOZEMAN, MT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
EVERGREEN WEALTH PARTNERS LLC
CRD 335451 · SEC 801-132887
KALISPELL, MT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FRONT STREET CAPITAL MANAGEMENT, INC.
CRD 141974 · SEC 801-68139
MISSOULA, MT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
INVESTMENT MANAGEMENT GROUP
CRD 122166 · SEC 801-61567
BILLINGS, MT
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
KLIPSPRINGER CAPITAL MANAGEMENT
CRD 334418 · SEC 802-131923
BOZEMAN, MT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LIFE PLANNING ADVISORS LLC
CRD 151292 · SEC 801-126603
BIGFORK, MT
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
LUCENT FINANCIAL
CRD 342137 · SEC 801-136241
BOZEMAN, MT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MAIN LINE RETIREMENT ADVISORS, LLC
CRD 284780 · SEC 801-108390
WHITEFISH, MT
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MILLENNIUM TVP MANAGEMENT CO., LLC
CRD 159536 · SEC 802-136129
BELGRADE, MT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NETWORK CAPITAL
CRD 342019 · SEC 801-136233
KALISPELL, MT
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
NEXT FRONTIER CAPITAL MC, LLC
CRD 221524 · SEC 802-121098
BOZEMAN, MT
Source release August 3, 2026 · retrieved August 18, 2026