Stewart & Associates

Investment Advisor
in Missoula, MT

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Richard Marshall is a certified financial planner who works out of Missoula, Montana, who has been in the advisory business for 21 years. Marshall is an advisor for Stewart & Associates. Over the course of their career, they have held roles at Stewart & Associates, Pllc and F. Stewart & Associates, Pc. Marshall maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Montana. Stewart & Associates is an advisory firm operating in Missoula, Montana. It handles $65 million in assets among its 54 accounts, placing it among the smaller financial advisory firms in the country by assets under management. Of its 54 client accounts, 52% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Stewart & Associates performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars and other services. A financial advisor's fees usually vary depending on which services the firm provides the client. Fees billed by Stewart & Associates likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Certified Financial Planner

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

27 Fort Missoula Rd. Suite 1
Missoula, MT 59804

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Stewart & Associates Brokerage Details

Total Assets Under Management


MT Average: $2,609,029,241
Total Number of Employees


MT Average: 66
Total Number of Accounts


MT Average: 6,076
Average Account Size


MT Average: $429,399

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other

Richard Marshall Work History

Richard has 21 years of experience.

2012 - Present (9 years)

Stewart & Associates, Pllc

1999 - 2011 (12 years)

F. Stewart & Associates, Pc


Richard Marshall has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stewart & Associates

Jill Tripp
Missoula, MT
Richard Marshall
Missoula, MT

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started