Best Financial Advisors in Kalispell, MT

10 firms listed · 7 in Kalispell · 8 rated 4.5+ · 2 show a license

Data verified October 26, 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 Kalispell and several other cities.

Harris Financial

Harris Financial

5.0 10 reviews
“Evan goes above and beyond and I'm grateful to him for the passion he displays with his work to do the best for my finances and circumstances.”
Since 1995
104 Westview Pk Pl Suite 100
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French Wealth Management - LPL Financial

French Wealth Management - LPL Financial

5.0 12 reviews
“We most appreciate his accessibility and recognition of our lifestyle in managing our assets.”
Since 2019
1131 S Main St
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Ascent Wealth Management

Ascent Wealth Management

5.0 15 reviews
“He brought clarity to to my financial choices, validated my concerns, and and gave me a roadmap to help me navigate through a rough life transition.”
Since 2019
1220 Whitefish Stage Rd
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Snow Peak Wealth Advisors

Snow Peak Wealth Advisors

5.0 1 review
“Randy has been great to work with and is very knowledgeable.”
Since 1959
25 2nd Ave W
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Nick Clark - Thrivent

Nick Clark - Thrivent

5.0 1 review
322 2nd Ave W C
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LPL Financial Front Range Financial Advisors

LPL Financial Front Range Financial Advisors

Since 1941
2602 US-2
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The 10 firms listed for Kalispell, 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: Kalispell, MT

Of the 10 firms we list here, 7 are in Kalispell itself and 3 come from Whitefish (2, 14 mi) and Bigfork (1, 12 mi). 8 of the firms on this page have a rating, from 4.6 to 5.0 across 52 reviews. 2 show a license on their websites. Domain records put 4 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers remote or virtual consultations. We have a website on file for 9 of the firms on this page; 8 publish a contact page; 6 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Kalispell listed here?

7 of the 10 firms are located in Kalispell. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Cornerstone Wealth Management Partners

Cornerstone Wealth Management Partners

LicensedSince 1984
60 Four Mile Dr STE 9
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Reppond Investments

Reppond Investments

4.6 7 reviews
“Ben and his team are trustworthy professionals who are clearly passionate about protecting investments during market downturns while still delivering strong, respectable returns.”
Since 2014
Bigfork, MT · 12 mi from Kalispell
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Stack Financial Management

Stack Financial Management

5.0 1 review
Since 2008Virtual consultations
Whitefish, MT · 14 mi from Kalispell
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Stockman Wealth Management

Stockman Wealth Management

5.0 1 review
“Financial planning with Kary and the crew at Stockmans has been excellent.”
NMLS #440094Since 1998
Whitefish, MT · 14 mi from Kalispell
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HomeWealth Management AdvisorsMontanaKalispell, MT

Why these companies made our list

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