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