Retirement Plan Advisors in Big Horn County, MT
The top-ranked retirement plan advisors serving Big Horn County, MT are Harfst And Associates, Inc., Investment Management Group and Allied Investment Advisors LLC. We list 3 retirement plan advisors serving Big Horn County, MT. 3 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Big Horn County, MT. 3 providers, 3 of the top 3 verified against federal or state records. Registry records checked on 2026-11-04.
Top 3 ranked retirement plan advisors for Big Horn County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Harfst And Associates, Inc. | SEC-registered investment adviser (CRD)#145090 | Sheridan, WY (52 mi) | (307) 218-5667 |
| 2 | Investment Management Group | SEC-registered investment adviser (CRD)#122166 | Billings, MT (57 mi) | (406) 655-3960 |
| 3 | Allied Investment Advisors LLC | SEC-registered investment adviser (CRD)#159103 | Billings, MT (58 mi) | (406) 839-2037 |
- HARFST AND ASSOCIATES, INC.Serves this area from Sheridan, WY (52 mi)
#2Investment Management Group
STOCKMAN WEALTH MANAGEMENT, INC.Serves this area from Billings, MT (57 mi)#3Allied Investment Advisors LLC
ALLIED INVESTMENT ADVISORS LLCServes this area from Billings, MT (58 mi)
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Frequently asked questions
How many retirement plan advisors serve Big Horn County?
We list 3 retirement plan advisors serving Big Horn County, MT: 0 based there and 3 serving it from nearby. 3 of the top 3 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Big Horn County?
The top-ranked retirement plan advisors serving Big Horn County, MT are Harfst And Associates, Inc., Investment Management Group and Allied Investment Advisors LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Big Horn County are verified against official records?
3 of the top 3 match an active official record: Harfst And Associates, Inc. (U.S. Securities and Exchange Commission), Investment Management Group (U.S. Securities and Exchange Commission) and Allied Investment Advisors LLC (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Hardin, Crow Agency, Busby, Muddy, Pryor, Lodge Grass, Wyola, Fort Smith, St. Xavier, Forty Mile Colony