Best Financial Advisor Firms North Dakota 2023

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Written by investor.com

September 01, 2023

We're thrilled to recognize the 2023 Top Financial Advisor Firms in North Dakota.

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in North Dakota, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.

Our analysis contains data as of September 01, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in North Dakota are as follows:

  • Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
  • Must have an office location in North Dakota.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Avantax Planning Partners 4.5/5 Stars $5.5 billion 7,350 239 $742,379
BFC Planning 4.5/5 Stars $1.5 billion 8,988 200 $164,364
Capital City Wealth Management 5/5 Stars $85.0 million 130 2 $653,846
Complete Investment Advisory 4.5/5 Stars $62.3 million 157 2 $396,898
Eide Bailly Advisors 4.5/5 Stars $1.3 billion 1,029 17 $1.3 million
Eighth Wonder Investments 4.5/5 Stars $6.8 million 54 2 $125,925
ICA Group Wealth Management 4.5/5 Stars $1.0 billion 3,883 46 $264,958
Independent Advisor Alliance 4.5/5 Stars $10.1 billion 29,648 227 $340,518
Light Financial Services 4.5/5 Stars $103.8 million 593 2 $175,105
Lion Street Advisors 4.5/5 Stars $1.4 billion 2,230 146 $628,308
Prairiewood Wealth Management 4.5/5 Stars $151.4 million 129 2 $1.2 million
RPM Advisors 5/5 Stars $193.7 million 12 1 $16.1 million
Sanctuary Advisors 4.5/5 Stars $16.2 billion 12,952 304 $1.3 million
Schmidt Wealth Management 4.5/5 Stars $45.6 million 62 1 $734,730
Wealth Forward 4.5/5 Stars $140.2 million 342 2 $410,029
Williams AND Schiller Wealth Management 5/5 Stars $49.9 million 73 2 $684,205

More Top Firms by State




The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.

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