Best Financial Advisor Firms North Dakota 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in North Dakota.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in North Dakota are as followed:

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
American Independent Securities Group 4.5/5 Stars $412.2 million 2,473 40 $166,666
Avantax Planning Partners 4.5/5 Stars $5.8 billion 4,789 53 $1.2 million
BFC Planning 4.5/5 Stars $2.0 billion 9,031 200 $216,564
Callahan Financial Planning 4.5/5 Stars $248.7 million 197 9 $1.3 million
Capital City Wealth Management 5/5 Stars $100.0 million 130 2 $769,230
Classic Asset Management 4.5/5 Stars $179.7 million 884 4 $203,295
Complete Investment Advisory 4.5/5 Stars $63.8 million 144 2 $443,179
Eide Bailly Advisors 4.5/5 Stars $1.2 billion 1,073 15 $1.1 million
Eighth Wonder Investments 4.5/5 Stars $6.0 million 40 2 $150,616
Independent Advisor Alliance 4.5/5 Stars $9.8 billion 25,206 207 $390,000
Keystone Wealth Partners 4.5/5 Stars $644.3 million 1,183 13 $544,612
Lion Street Advisors 4.5/5 Stars $1.4 billion 3,096 115 $451,993
Personal Wealth Partners 5/5 Stars $631.3 million 788 9 $801,189
Prairiewood Wealth Management 4.5/5 Stars $151.7 million 109 2 $1.4 million
RPM Advisors 4.5/5 Stars $224.6 million 12 1 $18.7 million
Sanctuary Advisors 4.5/5 Stars $12.1 billion 8,529 302 $1.4 million
Schmidt Wealth Management 4.5/5 Stars $50.5 million 60 1 $841,791
Secure Financial Advisory 4.5/5 Stars $6.7 million 41 1 $163,328
Securian Financial Services 4.5/5 Stars $22.2 billion 70,288 1,111 $316,000
Wealth Forward 4.5/5 Stars $170.0 million 357 2 $476,244
Williams, Schiller & Styer Wealth Management 5/5 Stars $54.9 million 71 2 $772,830

More Top Firms by State

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, retirement planning, and more.


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