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Douglas Wilson and Company
“Great people to work with.”
Best Financial Advisors in Great Falls, MT
9 firms listed · all 9 in Great Falls · 4 rated 4.5+
Data verified October 15, 2026
We are still growing
There are too few quality options within 12.5 miles radius, so we have expanded area of coverage to up to 200 miles from you. This includes Great Falls and several other cities.
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David Deffinbaugh Investment Representative
“David was helpful in closing out my deceased mother's taxes”
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Rmac
“Thank you đ ⊔
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Arlyn W. Johnson Certified Public Accountant
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Keystone Planning Group
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Financial Educators MT
The 9 firms listed for Great Falls, 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: Great Falls, MT
All 9 firms we list here are in Great Falls itself. 4 of the firms on this page have a rating, from 4.7 to 5.0 across 9 reviews. 7 have ten or more years of experience, the longest 59 years. We have a website on file for all 9 of the firms on this page; 8 publish a contact page and 4 list a public email. 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.
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Big Sky Wealth Advisors
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Legacy Wealth Management, Great Falls, Montana
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Discovery Wealth Management - D.A. Davidson & Co.
Retirement Planning and Investment Management Services in Great Falls, MT Cost Estimates
Minimum cost
$1063
Maximum cost
$9032
National Average
$3188
Avg Per Hour Rates
$319
$2126
$5845
Average price range is based on 332 cost profiles
Why these companies made our list
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