List of Financial planners in Montana
There are 518 Financial planners in Montana as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 184 Financial planners which is 35.52% of all Financial planners in Montana are single-owner operations, while the remaining 334 which is 64.48% are part of larger brands. The top three cities with the most Financial planners are Billings with 122 Financial planners, Missoula with 80 Financial planners, Bozeman with 65 Financial planners. Average age of Financial planners in Montana is 5 years and 2 months.Financial planners are also establishing a strong digital presence across various platforms: 247 have LinkedIn profiles, 220 have Facebook Pages, 110 are active on Instagram, 148 have X (formerly Twitter) handles, and 75 have YouTube channels. About 462 Financial planners have their own website and the remaining 56 don’t have their own website.
- 518
Number of Financial planners
- 135
Email addresses
- 511
Phone numbers
- 462
With Websites
- 247
LinkedIn Profiles
- 220
Facebook Profiles
- 110
Instagram Handles
- 148
X Handles
- 75
YouTube Channels
Download list of Financial planners in Montana
You can download Financial planners email and phone number lists. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.
| name | address | city | State/Territory | country | phone | Review Count | Rating Scores | url | Facebook Profile | Instagram Handle | YouTube | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Raymond James | Address | Missoula | Montana | United States | Phone | 0 | 0 | Link | ||||||
| First Command | Address | Great Falls | Montana | United States | Phone | 0 | 0 | Link | ||||||
| First Command District Advisor - Corry Prestidge | Address | Great Falls | Montana | United States | Phone | 0 | 0 | Link | ||||||
| First Command Financial Advisor - Jesse Cameron | Address | Great Falls | Montana | United States | Phone | 13 | 5 | Link | ||||||
| AIO Fee Only Financial Advisors | Address | Billings | Montana | United States | Phone | 0 | 0 | Link | ||||||
| Managed Wealth Financial | Address | Butte | Montana | United States | Phone | 1 | 5 | Link | ||||||
| First Command District Advisor - Corry Prestidge | Address | Great Falls | Montana | United States | Phone | 0 | 0 | Link | ||||||
| First Command Financial Advisor - Jesse Cameron | Address | Great Falls | Montana | United States | Phone | 10 | 5 | Link | ||||||
| Impact Financial Planners | Address | Billings | Montana | United States | Phone | 0 | 0 | Link | ||||||
| Strategic Retirement Plans | Address | Billings | Montana | United States | Phone | 4 | 5 | Link |
[
{
"name": "Raymond James",
"address": "10**********",
"phone": "********4777",
"email": "su*****@In**********",
"lat": 46.8345467,
"lng": -114.0137147,
"url": "ht**********",
"country": "United States",
"state": "Montana",
"city": "Missoula",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "First Command",
"address": "1 **********",
"phone": "********2994",
"email": "cl**********@fi**********",
"lat": 47.505554,
"lng": -111.2988173,
"url": "ht**********",
"country": "United States",
"state": "Montana",
"city": "Great Falls",
"star_count": 0,
"rating_count": 0,
"category_name": "Insurance agencies,Financial planners,Banks"
},
{
"name": "First Command District Advisor - Corry Prestidge",
"address": "41**********",
"phone": "********2994",
"email": "CP********@fi**********",
"lat": 47.5049738,
"lng": -111.3002973,
"url": "ht**********",
"country": "United States",
"state": "Montana",
"city": "Great Falls",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "First Command Financial Advisor - Jesse Cameron",
"address": "41**********",
"phone": "********2994",
"email": "JC******@fi**********",
"lat": 47.5049738,
"lng": -111.3002973,
"url": "ht**********",
"country": "United States",
"state": "Montana",
"city": "Great Falls",
"star_count": 5,
"rating_count": 13,
"category_name": "Financial planners"
},
{
"name": "AIO Fee Only Financial Advisors",
"address": "19**********",
"phone": "********8527",
"email": "In**@ai**********",
"lat": 45.7843299,
"lng": -108.5655368,
"url": "ht**********",
"country": "United States",
"state": "Montana",
"city": "Billings",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment companies,Financial planners,Financial consultants,Finance brokers,Stock brokers,Investment services"
},
{
"name": "Managed Wealth Financial",
"address": "46**********",
"phone": "********2879",
"email": "36*@we**********",
"lat": 46.012631,
"lng": -112.525683,
"url": "ht**********",
"country": "United States",
"state": "Montana",
"city": "Butte",
"star_count": 5,
"rating_count": 1,
"category_name": "Financial planners"
},
{
"name": "First Command District Advisor - Corry Prestidge",
"address": "1 **********",
"phone": "********2994",
"email": "CP********@fi**********",
"lat": 47.505554,
"lng": -111.2988173,
"url": "ht**********",
"country": "United States",
"state": "Montana",
"city": "Great Falls",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "First Command Financial Advisor - Jesse Cameron",
"address": "1 **********",
"phone": "********2994",
"email": "JC******@fi**********",
"lat": 47.505554,
"lng": -111.2988173,
"url": "ht**********",
"country": "United States",
"state": "Montana",
"city": "Great Falls",
"star_count": 5,
"rating_count": 10,
"category_name": "Financial planners"
},
{
"name": "Impact Financial Planners",
"address": "19**********",
"phone": "********8527",
"email": "in**@im**********",
"lat": 45.7843299,
"lng": -108.5655368,
"url": "ht**********",
"country": "United States",
"state": "Montana",
"city": "Billings",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment companies,Financial planners,Investment services,Financial consultants,Finance brokers,Stock brokers"
},
{
"name": "Strategic Retirement Plans",
"address": "12**********",
"phone": "********5121",
"email": "sr*@sr**********",
"lat": 45.7682942,
"lng": -108.5985068,
"url": "ht**********",
"country": "United States",
"state": "Montana",
"city": "Billings",
"star_count": 5,
"rating_count": 4,
"category_name": "Financial planners,Financial consultants"
}
]Loading...
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Number of Financial planners locations by each city/area
| City/Area | Population | Number Of Financial planners |
|---|---|---|
| Billings | 110.26K | 122 |
| Missoula | 71.02K | 80 |
| Bozeman | 43.41K | 65 |
| Great Falls | 59.64K | 55 |
| Kalispell | 22.05K | 35 |
| Helena | 30.58K | 24 |
| Whitefish | 7.07K | 20 |
| Havre | 9.83K | 9 |
| Sidney | 6.83K | 9 |
| Butte | 34.19K | 8 |
| Hamilton | 4.60K | 7 |
| Miles City | 8.80K | 7 |
| Glendive | 5.49K | 6 |
| Lewistown | 5.87K | 5 |
| Livingston | 7.30K | 5 |
| Manhattan | 1.63K | 4 |
| Thompson Falls | 1.33K | 4 |
| Belgrade | 8.03K | 3 |
| Glasgow | 3.41K | 3 |
| Libby | 2.65K | 3 |
| Conrad | 2.59K | 2 |
| Ekalaka | 345.00 | 2 |
| Laurel | 6.94K | 2 |
| Plentywood | 1.92K | 2 |
| Ronan | 1.98K | 2 |
| Roundup | 1.84K | 2 |
| White Sulphur Springs | 910.00 | 2 |
| Anaconda | 9.42K | 1 |
| Baker | 2.01K | 1 |
| Big Sky | 2.31K | 1 |
| Bigfork | 4.27K | 1 |
| Boulder | 1.21K | 1 |
| Chinook | 1.23K | 1 |
| Cut Bank | 3.00K | 1 |
| Dawson County | - | 1 |
| Deer Lodge | 2.96K | 1 |
| Dillon | 4.21K | 1 |
| Forsyth | 1.89K | 1 |
| Frenchtown | 1.82K | 1 |
| Harlowton | 979.00 | 1 |
| Hysham | 304.00 | 1 |
| Lolo | 3.89K | 1 |
| Plains | 1.05K | 1 |
| Polson | 4.71K | 1 |
| Shelby | 3.27K | 1 |
| Stanford | 381.00 | 1 |
| Stevensville | 1.92K | 1 |
| Terry | 597.00 | 1 |
| Wibaux | 666.00 | 1 |
How many Financial planners are there in Montana?
There are a total of 518 Financial planners in Montana as of October 15, 2025.
List of Financial planners in Montana with Social Media Accounts
Facebook Profiles
Instagram Handles
LinkedIn Profiles
X Handles
YouTube Channels
Download sales qualified leads of Financial planners in the Montana
Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.
Related Financial planners Leads By Location
Data of Financial planners in Montana with/without Website
Download the list of Financial planners in Montana as of October 15, 2025 with and without website information.
Number of Financial planners in Montana with website
Number of Financial planners in Montana without website
List of Financial planners in Montana By Ratings
Download the data of the number of star-rated Financial planners in Montana as of October 15, 2025.
Number of 1 star-rated Financial planners in Montana
Number of 2 star-rated Financial planners in Montana
Number of 3 star-rated Financial planners in Montana
Number of 4 star-rated Financial planners in Montana
Number of 5 star-rated Financial planners in Montana
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