Kieffer Tax Service
“She is very knowledgeable, professional and goes above and beyond to get you the very best.”
Best Financial Advisors in Missoula, MT
18 firms listed · all 18 in Missoula · 1 open weekends · 11 rated 4.5+ · 2 show a license
Data verified October 26, 2026
Rutherford Mac Donald & Olson
Coghlan Financial
“You can't trust anyone more than Coghlan Financial when it comes to your financial future.”
SG Long Financial
“Josh Eder with SG Long has been phenomenal is assisting me with transferring my 401k from my old job and investing my money and help me start growing my investments!”
Networth Financial
“Great staff and investing make easy.”
Norm Williamson, CPA
The 18 firms listed for Missoula, 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: Missoula, MT
All 18 firms we list here are in Missoula itself. We have 19 firms in Missoula on file; this page shows the highest-rated 18. 12 of the firms on this page have a rating, from 4.2 to 5.0 across 64 reviews; 11 are rated 4.5 or higher. 1 is open on Saturdays. 2 show a license on their websites. 8 have ten or more years of experience, the longest 40 years. 2 offer payment plans and 2 offer a free initial consultation. We have a website on file for 17 of the firms on this page; 17 publish a contact page; 10 list a public email and 2 take 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.
Do any financial advisers listed for Missoula offer a free first meeting?
2 of the 18 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Pintler Wealth Management Group
Book onlineBook
McNay & Messick, CPA
“If you are looking for a CPA firm that cares and is price right, you won't go wrong here.”
Advanced Practice Planning
“I immediately subscribed to his SOAP Financial Notes newsletter and am continually nodding along learning about real life examples of why financial planning and having clear personalized money goals is essential.”
Round | Carlino
Montana Retirement
“And they do a wonderful job of explaining everything that is easy to understand.”
Big Sky Country Financial
Switchbacks Capital Advisory
Holmquist Financial Northwest Investment Advisors
“It's a tricky business and we are aware of the financial risks, but we have complete trust in his advice.”
Westpeak Private Wealth
Front Street Capital Management
Estep, Geeting and Weber Capital Management
Stewart & Associates
Why these companies made our list
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