Harris Financial
“The team has taken time to help us understand how they intend to approach our investment strategy based on our needs, goals and objectives.”
Best Financial Advisors in Kalispell, MT
10 firms listed · 7 in Kalispell · 6 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.
French Wealth Management - LPL Financial
“My husband and I meet routinely with Michael French to be updated and informed about our financial planning and investments .”
Ascent Wealth Management
“He is knowledgeable, professional and listens very carefully to the individual needs of the client.”
Nick Clark - Thrivent
Cornerstone Wealth Management Partners
LPL Financial Front Range Financial Advisors
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). 6 of the firms on this page have a rating, from 4.5 to 5.0 across 27 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.
Snow Peak Wealth Advisors
Reppond Investments
“Ben has been extremely helpful in educating and his investment strategy is working wonderfully.”
Stockman Wealth Management
“Financial planning with Kary and the crew at Stockmans has been excellent.”
Stack Financial Management
Why these companies made our list
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