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