Montana financial advisor email list 203 verified advisors
Every Montana financial advisor we hold, each with a published, current email — plus phone (100% of rows), firm, city and state. See 20 free rows, then take the whole file for $39, one-time.
Bounce guarantee: email the list within 30 days. For every address that hard-bounces, send us the bounce report and we refund that row's share of what you paid. The rules
Instant CSVStripe checkoutNo account, no subscription, no sales callIncludes a free outreach template pack
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Two Montana files: financial advisors or financial planning firms
Financial advisors are licensed advisors, one row per person, each with a published, current email. Financial planning firms are the firms themselves, one row per firm, with an email published on the firm's own website, its phone and street address. Each file is sold on its own, with its own free sample rows.
Financial advisors
203 advisors in Montana · $39 one-time
Financial planning firms
104 financial planning firms in Montana · $39 one-time
Or all 11,022 financial planning firms across the US in one file · $249
Build a sharper Montana list
Start from the whole file and tighten it. Narrowing by phone or inbox is free — the count drops, the price doesn't.
Narrowing never changes the price: a slice costs the same as the whole Montana file, so tick these only when you want a smaller, cleaner CSV.
Instant CSV · Stripe checkout · 20 unsealed rows free on the sample page
The Montana roster at a glance
Email Lists USA holds 203 Montana financial advisors with a published, current email, collected from 3 firm brands that publish advisor profiles. The largest share is Edward Jones with 168 advisors (83% of the state), ahead of Northwestern Mutual (34) and Capstone Wealth (1). 202 of them (100%) list a phone, above the national 83%.
By office city, Bozeman leads with 35 advisors, then Billings (29) and Great Falls (21); 0 Montana cities have 50+ advisors on file and their own list. 0 rows (0%) carry no office city and are sold only in the state file.
The most common Montana advisor inbox domains are edwardjones.com (168), nm.com (34), capstoneretire.com (1): 0 (0%) use a personal address such as Gmail or Yahoo and 35 (17%) a work address on a company or own-business domain. We keep every address with its domain (never the full mailbox until you buy) so you can see these are real business and personal inboxes, not a guessed pattern.
Edward Jones alone holds 83% of the advisors on file in Montana, so this is close to a single-firm market.
17% use a work address on a company or own-business domain (not webmail), below the national 40%.
| Email domain | Advisors | Share |
|---|---|---|
| edwardjones.com | 168 | 83% |
| nm.com | 34 | 17% |
| capstoneretire.com | 1 | 0% |
How Montana compares
Among the states with a advisor file, Montana ranks #1 of 49 by phone coverage (100%), #46 of 49 by email on their own domain (17%) and #38 of 49 by advisors on file.
Bozeman holds 17% of the Montana advisors who list a city (35).
| Firm | Montana | US | Advisors |
|---|---|---|---|
| Edward Jones | 83% | 60% | 168 |
| Northwestern Mutual | 17% | 23% | 34 |
- Edward Jones (168)
- Northwestern Mutual (34)
Cities inside the Montana file
Advisors on file by office city — all included in the state file above. A city is a subset of the state: 0 Montana rows carry no office city.
All 31 Montana cities in the file, with their advisors on file
- Bozeman 35
- Billings 29
- Great Falls 21
- Missoula 18
- Kalispell 15
- Helena 14
- Butte 6
- Sidney 5
- Lewistown 5
- Hamilton 5
- Polson 4
- Glendive 4
- Glasgow 4
- Dillon 4
- Whitefish 3
- Shelby 3
- Miles City 3
- Livingston 3
- Columbia Falls 3
- Bigfork 3
- Stevensville 2
- Libby 2
- Havre 2
- Cut Bank 2
- Belgrade 2
- Townsend 1
- Thompson Falls 1
- Red Lodge 1
- Lolo 1
- Laurel 1
- Anaconda 1
31 Montana cities appear in the state file. Want a single city instead of the whole state? Each linked city above has its own file — same columns, same rules, priced by row count.
See the data before you pay for it
Real Montana rows from the live roster, names and addresses sealed. The free sample rows you get for any state are unsealed.
| Advisor | Firm | City | State | |
|---|---|---|---|---|
| Adam K. | a••••••••••••••••@edwardjones.com | Edward Jones | Helena | MT |
| Alex B. | a•••••••••@edwardjones.com | Edward Jones | Bozeman | MT |
| Ahlea B. | a•••••••••••@nm.com | Northwestern Mutual | Bozeman | MT |
| Andrea W. | a••••••••••@nm.com | Northwestern Mutual | Bozeman | MT |
Every one of the 203 Montana emails in the file came from a source we can name, and the Data Source column says which on every row. What verified means, and every column in the file →
Montana advisor data — straight answers
The things people ask before they buy the Montana list, answered with this build's numbers.
Why is this Montana financial advisor list smaller than others?
Because an advisor is only in this file if we hold an email their firm publishes on a public profile.
This build is dated Sep 1, 2026. A larger count usually means addresses no source publishes.
Which firms do the Montana advisors work at?
The largest firm in the file is Edward Jones (168 advisors), then Northwestern Mutual (34) and Capstone Wealth (1). The biggest single companies are Edward Jones and Northwestern Mutual. You can buy the whole state or filter to one firm before checkout.
How much does the Montana financial advisor email list cost?
$39, one-time, for the whole Montana file (203 rows) as an instant CSV — no subscription, no account. Need a single city instead of the state? No Montana city has 50 advisors on file yet, so this list is sold as the whole state. 20 unsealed rows are free first. The file holds name, email, phone, firm, city, state.
More answers: the law, refunds, bounces and what every file holds →
Advisor lists in the states next to Montana
The whole Montana file is $39, one-time, an instant CSV. Every list sits on one public price ladder by size, from $39. How pricing works →
or every state in one file: all 32,976 advisors across the US for $349
Bounce guarantee: email the list within 30 days. For every address that hard-bounces, send us the bounce report and we refund that row's share of what you paid. The rules