Falists

North Dakota · 4 advisers

Financial Advisors in Grand Forks, North Dakota

Looking for a financial advisor in Grand Forks, North Dakota? Falists indexes 4 SEC-registered and state-registered investment advisers in Grand Forks — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $795.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

4

With website

3

Largest AUM

$795.3M

Financial planning

2

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

Top advisors in Grand Forks

Ranked by AUM · Fees, team & specialties at a glance

View all 4

AUM

$323.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

701-746-8310

Full profileNo website

More cities in North Dakota

Common questions

How many financial advisors are in Grand Forks, North Dakota?
4 registered investment advisers are listed in our Grand Forks directory, sourced from public SEC filings.
What types of advisors are in Grand Forks?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Grand Forks?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.