Best Financial Advisor Firms South Dakota 2023

investor.com

Written by investor.com

April 04, 2023

We're thrilled to recognize the 2023 Top Financial Advisor Firms in South 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 South 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 April 04, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in South Dakota are as follows:

  • Must be rated 5 stars by investor.com's Trust Algorithm.
  • Must have an office location in South 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
Advisornet Wealth Management 4.5/5 Stars $2.6 billion 4,180 102 $613,376
Aegis Wealth Management 4.5/5 Stars $169.8 million 162 4 $1.0 million
Alternative Strategies Group 4.5/5 Stars $39.6 million 290 1 $136,538
Aspen Private Advisors 4.5/5 Stars $130.4 million 114 4 $1.1 million
Astute Financial 4.5/5 Stars $19.2 million 34 1 $563,764
Avantax Planning Partners 4.5/5 Stars $5.5 billion 7,350 239 $742,379
BIG Sioux Wealth Management 4.5/5 Stars $176.1 million 1,321 2 $133,334
Birch Investment Management 5/5 Stars $18.2 million 60 1 $303,737
BMS Financial Advisors 5/5 Stars $388.0 million 995 4 $389,936
CL Wealth Management 4.5/5 Stars $474.9 million 1,999 46 $237,564
Compass Financial Group 5/5 Stars $760.0 million 2,435 6 $312,114
Cresset Asset Management 4.5/5 Stars $24.6 billion 2,684 127 $9.2 million
CWM 4.5/5 Stars $19.9 billion 35,511 475 $561,616
Eide Bailly Advisors 4.5/5 Stars $1.2 billion 1,073 15 $1.1 million
Elgethun Capital Management 5/5 Stars $695.3 million 203 6 $3.4 million
Gabe Nelson Financial 5/5 Stars $72.0 million 201 1 $358,208
Garrett Investment Advisors 4.5/5 Stars $724.5 million 835 43 $867,623
Hahn Financial Group 4.5/5 Stars $83.9 million 1,105 8 $75,905
HI-line Capital Management 5/5 Stars $509.8 million 125 6 $4.1 million
Hyline Wealth 4.5/5 Stars $32.6 million 166 1 $196,481
IFAM Capital 4.5/5 Stars $1.5 billion 792 6 $1.9 million
IPI Wealth Management 4.5/5 Stars $1.8 billion 9,785 81 $181,582
Iron Mountain Financial Planning 4.5/5 Stars $15.5 million 55 1 $281,010
Kahler Financial Group 5/5 Stars $158.1 million 103 4 $1.5 million
Lauer Capital Management 4.5/5 Stars $276.9 million 94 1 $2.9 million
Make WAY Wealth Management 4.5/5 Stars $45.9 million 128 2 $358,916
Mariner Wealth Advisors 4.5/5 Stars $65.9 billion 36,367 646 $1.8 million
Oak Wealth Advisors 4.5/5 Stars $211.2 million 99 4 $2.1 million
Parvin Asset Management 4.5/5 Stars $132.3 million 135 3 $979,795
Pathway Investments 4.5/5 Stars $5.3 million 55 1 $96,439
Prosperity Wealth Management 4.5/5 Stars $35.0 million 51 1 $686,478
Resolve Capital Management 5/5 Stars $36.5 million 99 2 $368,689
RSM US Wealth Management 4.5/5 Stars $12.2 billion 6,276 105 $1.9 million
Sage Capital Advisors 5/5 Stars $359.8 million 194 7 $1.9 million
Seacrest Investment Management 4.5/5 Stars $100.6 million 30 3 $3.4 million
Seacrest Wealth Management 5/5 Stars $1.1 billion 1,824 43 $611,177
Sutterfield Financial Group 4.5/5 Stars $174.8 million 1,291 6 $135,411
Thompson Private Wealth 5/5 Stars $56.1 million 200 1 $280,703
Vania Advisors 4.5/5 Stars $431.3 million 1,290 8 $334,325
Wealth Management 4.5/5 Stars $2.3 billion 3,219 44 $729,708

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, investing, retirement planning, and more.


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