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Market Standing · 2026
Missoula

This market is not yet large enough to award a market rank — Fidelon names a leader once a market has at least 20 scored firms, enough of a field for the ranking to mean something. Every firm scored here is listed below on the same standard; recognition opens as coverage grows.

Current standings · top 14 of 14
1IA-only$280M91.3A
2
Moneysense
CRD 333307
IA-only91A
3IA-only$6.4M89.8A
4
Portfolio Logix
CRD 305082
IA-only$39.5M89.7A
5IA-only$862M88.6A
6IA-only$25M87.7B+
7IA-only$17.8M87.6B+
8IA-only$18.4M86.6B+
9IA-only$122M84.3B+
10IA-only83B+
11IA-only77.5B
12
Budge, David M.
CRD 147046
IA-only$580K77.4B
13Dual$392M62.8C
14
S.G. Long &
CRD 47511
Dual$35.3M60C

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.