Best Financial Advisor Firms South Dakota 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in South 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 South 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 South 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
Advisornet Wealth Management 4.5/5 Stars $3.9 billion 5,489 131 $714,555
Aegis Wealth Management 4.5/5 Stars $169.8 million 162 4 $1.0 million
Alternative Strategies Group 4.5/5 Stars $40.9 million 277 1 $147,574
Aspen Private Advisors 4.5/5 Stars $145.1 million 109 4 $1.3 million
Astute Financial 4.5/5 Stars $8.0 million 26 1 $309,523
Avantax Planning Partners 4.5/5 Stars $5.8 billion 4,789 53 $1.2 million
BIG Sioux Wealth Management 4.5/5 Stars $164.7 million 1,009 2 $163,245
Birch Investment Management 5/5 Stars $17.4 million 58 1 $299,269
BMS Financial Advisors 5/5 Stars $410.1 million 953 4 $430,346
CL Wealth Management 4.5/5 Stars $416.7 million 1,612 49 $258,522
Compass Financial Group 5/5 Stars $760.0 million 2,435 6 $312,114
CWM 4.5/5 Stars $18.8 billion 34,436 410 $547,367
Eide Bailly Advisors 4.5/5 Stars $1.2 billion 1,073 15 $1.1 million
Elgethun Capital Management 5/5 Stars $532.4 million 207 6 $2.6 million
Gabe Nelson Financial 4.5/5 Stars $73.8 million 235 1 $314,042
Garrett Investment Advisors 4.5/5 Stars $551.1 million 638 44 $863,855
Hahn Financial Group 4.5/5 Stars $83.1 million 1,030 8 $80,641
HI-line Capital Management 4.5/5 Stars $491.2 million 100 3 $4.9 million
Hyline Wealth 4.5/5 Stars $49.4 million 158 1 $312,822
IFAM Capital 4.5/5 Stars $1.6 billion 805 5 $2.0 million
IPI Wealth Management 4.5/5 Stars $1.9 billion 8,258 82 $228,119
Iron Mountain Financial Planning 4.5/5 Stars $17.5 million 52 1 $335,752
Kahler Financial Group 5/5 Stars $178.9 million 104 4 $1.7 million
Lauer Capital Management 4.5/5 Stars $318.7 million 92 1 $3.5 million
Make WAY Wealth Management 4.5/5 Stars $42.1 million 122 2 $344,986
Mariner Wealth Advisors 4.5/5 Stars $55.4 billion 30,099 494 $1.8 million
Meristem Family Wealth 5/5 Stars $5.4 billion 781 17 $6.9 million
Parvin Asset Management 4.5/5 Stars $103.4 million 116 3 $891,548
Pathway Investments 4.5/5 Stars $5.4 million 51 1 $105,338
Professional Financial Services 4.5/5 Stars $190.4 million 228 2 $835,298
Prosperity Wealth Management 5/5 Stars $39.0 million 36 1 $1.1 million
Resolve Capital Management 5/5 Stars $50.6 million 118 2 $429,178
RSM US Wealth Management 5/5 Stars $9.6 billion 3,641 79 $2.6 million
Sage Capital Advisors 5/5 Stars $359.8 million 194 7 $1.9 million
Seacrest Investment Management 4.5/5 Stars $121.8 million 63 3 $1.9 million
Seacrest Wealth Management 5/5 Stars $1.4 billion 1,783 43 $791,777
Strongbox Advisors 4.5/5 Stars $288,404 8 1 $36,050
Sutterfield Financial Group 4.5/5 Stars $204.8 million 1,397 6 $146,629
Thompson Private Wealth 5/5 Stars $62.4 million 170 1 $367,329
Vania Advisors 4.5/5 Stars $349.0 million 1,270 5 $274,803
Wealth Management 4.5/5 Stars $2.5 billion 3,127 44 $785,774

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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