Best Financial Advisors in Billings, MT

13 firms listed · all 13 in Billings · 5 rated 4.5+ · 3 show a license

Data verified October 15, 2026

We are still growing

There are too few quality options within 15 miles, so we have expanded area of coverage to up to 60 miles from you. This includes Billings and several other cities.

Clavesvita

4.6 12 reviews

“Highly recommend their services to anyone looking for trusted tax and wealth planning advice.”

Spitfire Financial Group

5.0 19 reviews

“I Have had Brian as my investment agent for over 20 yrs.”

Kristine K. Spring, CPA

5.0 1 review

Adam Gross, Financial Advisor

4.9 13 reviews

“I have seen my money grow quickly and have appreciated how in tune he always is with daily market changes to maximize my gains.”

Dakota Wealth Management

5.0 1 review

“Their team is always available to answer our questions, meet with us and provide a very friendly and professional atmosphere!”

MG Financial Advisors

The 13 firms listed for Billings, MT provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Billings, MT

All 13 firms we list here are in Billings itself. We have 15 firms in Billings on file; this page shows the highest-rated 13. 7 of the firms on this page have a rating, from 2.6 to 5.0 across 71 reviews; 5 are rated 4.5 or higher. 3 show a license on their websites. 8 have ten or more years of experience, the longest 26 years. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for all 13 of the firms on this page; all 13 publish a contact page; 9 list a public email and 1 takes bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.