Find a Financial Advisor in Great Falls, MT

 

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We did the hard work of finding trustworthy partners in Great Falls, MT.

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We Only Work With The Best Great Falls Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Great Falls, MT


  • Financial Advisor Close to Great Falls, MT

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Great Falls, MT


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Great Falls, MT

We evaluated over 13,000 RIA firms to bring you the best of the best Great Falls financial advisors.
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How Retirement-Friendly is Great Falls, MT?

  • Population: 58,835
  • % of Population 62 Years and Over: 22.3%
  • Average Home Value: $185,000
  • Average Monthly Housing Cost: $797
  • Average Household Income: $67,735
  • Montana Total Tax Burden: 7.45% (11th Lowest in U.S.)
  • Montana Property Tax: 3.59% (12th Highest in U.S.)
  • Montana Individual Income Tax: 2.58% (16th Highest in U.S.)
  • Montana Sales and Excise Tax: 1.28% (4th Lowest in U.S.)



The Top Financial Advisor Firms in Great Falls, MT

 

DAVIDSON INVESTMENT ADVISORS, INC.

Website

(406) 727-6111

8 Third Street North

Great Falls, MT 59401

SEC#: 801-10883
Years in Business: 46 years

D.A. DAVIDSON & CO.

Website

(406) 727-4200

8 Third Street North

Great Falls, MT 59401

SEC#: 801-45761
Years in Business: 27 years

MERCER GLOBAL ADVISORS INC.

Website

(888) 565-1681

410 Central Avenue
Suite 517
Great Falls, MT 59401

SEC#: 801-69271
Years in Business: 13 years

WADDELL & REED, INC.

Website

(406) 761-8888

300 Central Ave
Ste 600
Great Falls, MT 59401

SEC#: 801-16720
Years in Business: 39 years

MERCER GLOBAL ADVISORS INC.

Website

(888) 565-1681

410 Central Avenue
Suite 517
Great Falls, MT 59401

SEC#: 801-69271
Years in Business: 13 years

MERCER GLOBAL ADVISORS INC.

Website

(888) 565-1681

410 Central Avenue
Suite 517
Great Falls, MT 59401

SEC#: 801-69271
Years in Business: 13 years

WADDELL & REED, INC.

Website

(406) 761-8888

300 Central Ave
Ste 600
Great Falls, MT 59401

SEC#: 801-16720
Years in Business: 39 years

MERCER GLOBAL ADVISORS INC.

Website

(888) 565-1681

410 Central Avenue
Suite 517
Great Falls, MT 59401

SEC#: 801-69271
Years in Business: 13 years

MERCER GLOBAL ADVISORS INC.

Website

(888) 565-1681

410 Central Avenue
Suite 517
Great Falls, MT 59401

SEC#: 801-69271
Years in Business: 13 years

 


Great Falls, MT Financial Advisor FAQs

How will you determine my asset allocation? Ideally, investment advice should only be given after he/she has studied your current finances, goals, and risk tolerance.
An advisor's fee may also include charges for various services such as asset allocations, portfolio reviews, retirement planning advice and meetings with other advisors who may specialize in certain areas of finance.
Absolutely. Financial advisors provide expertise that investors would not otherwise possess to help them navigate the market and mitigate risk. It is their job to look out for clients' best interests over time by making sure they maintain discipline during periods of market stress and engage in prudent diversification strategies.
A financial advisor is an agent that helps you to manage your finances. First identify your needs - do you need help with budgeting, retirement or estate planning? The next step is finding the right match based on his/her credentials and background.