Strive LeadGen Field ManualState reportFinancial advisors / MontanaData Sep 2025 to Aug 2026

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Market brief / MT

Financial advisors search demand in Montana

What Montana customers search for, what advertisers pay, and how the market compares.

ReportMT-FINANCIAL-ADVISORS

Market
Montana
Industry
Financial advisors
Search terms
28
Data window
Sep 2025 to Aug 2026
Pulled
Oct 5, 2026

Market brief / Financial advisors in MontanaPage 1 of 1

ABottom line

A lower-half market with bid estimates 5% below the typical state.

Short answer

Montana is in the lower half of 51 markets (the states and DC with data) for breadth of financial advisors search demand, with 28 distinct search terms at 100 or more searches a month. The median top-of-page bid is $11.62, 5% below the typical state ($12.28).

BTop searches

The most-searched financial advisors terms in Montana, ranked by Google's monthly search range and then by bid. Close variants (the same words in a different order) are shown once, and brand, retailer and DIY searches are left out.

Table B.1 / Top searches, Montana
Search termMonthly searches in MontanaTop-of-page bid
fidelity roth ira 100-1K $29.43
fidelity investments roth ira 100-1K $29.43
financial advisor 100-1K $26.58
financial advice near meNear me 100-1K $23.86
personal financial advisor near meNear me 100-1K $23.86
financial planner 100-1K $21.72
certified financial planner 100-1K $20.47
chartered financial planner 100-1K $20.47
vanguard roth ira 100-1K $17.12
wells fargo advisors llc 100-1K $15.00
401k 100-1K $13.53
retirement planning 100-1K $11.62

Google Ads Keyword Planner, Montana, Sep 2025 to Aug 2026. Bids are Google's high-range top-of-page estimates, not cost per lead. Urgent and Near me tags are matched from the words in each term. Method.

CWhat it means

What this means for a financial advisory firm in Montana

  1. C1
    Bids track the typical state.A $11.62 median bid estimate sits close to the $12.28 typical-state figure.
  2. C2
    For the top 10% of terms, Google's top-of-page bid estimate (high range) is $26.58 or more.Those are usually the high-intent searches.
    What to doRank organically for them: that is where the biggest savings sit.
  3. C3
    Total demand is modest.Each lead carries more weight, so tracking every one to a booked job matters more than chasing volume.
    What to doOne well-built site with strong service pages can often cover the whole state.
  4. C4
    Search demand per resident is below the national average.Index 36, where 100 is the US average.
    What to doPlan targets on the state’s own numbers, not national averages.

DHow Montana compares

Montana against its nearest markets

Table D.1 / Nearest markets by breadth of demand
RankStateDistinct termsMedian bid estimatePer resident
44Rhode Island33$13.3379
45Delaware32$14.6869
46Montana28$11.6236
47South Dakota23$12.6936
48North Dakota22$10.1840
Typical state (median)$12.28100

Google's ranges are wide, so states close together should be treated as similar. Method.

EWhere to start

Where to start

The full playbook for financial advisory firms, including job values, channels and a 90-day plan, is in How can a financial advisor get more clients?. For the channels behind the numbers above:

FIndex

Other industries in Montana

Google Ads Keyword Planner, Montana, Sep 2025 to Aug 2026Methodology

Disclosure. Strive LeadGen is a new company (founded 2026) building lead generation sites and flat-fee marketing for businesses like these. It has no clients yet. Guides cover channels Strive does not sell and cite their sources. Market figures are Strive's analysis of Google Keyword Planner data (method).

Free playbook

The Lead Generation Playbook for Service Businesses.

The library's best material in one PDF: lead-value worksheets, a channel scorecard, the questions to ask any lead vendor, speed-to-lead checklists, the consent rules, and a 90-day plan. Every number is sourced.

  • Work out what a lead is worth to you
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  • A week-by-week 90-day plan

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Flat-fee organic marketing

Organic search marketing for financial advisory firms, on a flat fee.

Strive is a new company (founded 2026) that builds organic search programs. For financial advisory firms the only structure offered is a flat fee: never payment per patient, client or referral.

Email Strive