North Dakota · 27 firms
Wealth Managers in North Dakota
Firms serving high-net-worth individuals and managing substantial portfolios. Browse 27 advisers in North Dakota matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Wealth Management firms in North Dakota
BRADY MARTZ WEALTH SOLUTIONS, LLC
Grand Forks, ND
AUM
$795.3M
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM
701-223-1717
PRAIRIEWOOD WEALTH MANAGEMENT
Fargo, ND
AUM
$365.4M
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
701-234-0521
WEALTH FORWARD, LLC
Fargo, ND
AUM
$228.1M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
701-293-5789
FINANCIAL STRATEGIES GROUP
Fargo, ND
AUM
$189.1M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
701-234-0103
FJELL CAPITAL
Fargo, ND
AUM
$187.0M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
701-491-7600
LIGHT FINANCIAL SERVICES, INC.
Fargo, ND
AUM
$175.5M
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
701.356.5106
CAPITAL CITY WEALTH MANAGEMENT, INC.
Bismarck, ND
AUM
$130.0M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
(701) 250-7220
COMPLETE INVESTMENT ADVISORY, LLC
Fargo, ND
AUM
$109.0M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
701-277-9392
SCHMIDT WEALTH MANAGEMENT
Fargo, ND
AUM
$96.3M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(701) 478-8787
RETIREMENT RESOURCE WEALTH MANAGEMENT, LLC
West Fargo, ND
AUM
$73.5M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
701-639-7899
SHOCKMAN FINANCIAL
Fargo, ND
AUM
$35.9M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
701-941-2134
TRITON INVESTMENTS, LLC
Bismarck, ND
AUM
$17.0M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
701-425-3374
FORTIFY FINANCIAL GROUP, LLC
Fargo, ND
AUM
$16.8M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
701-353-1561
EIGHTH WONDER INVESTMENTS
Fargo, ND
AUM
$12.8M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
218-790-4813
CULTIVATE FINANCIAL
Fargo, ND
AUM
$3.6M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
701-866-9678
21ST FINANCIAL
Grand Forks, ND
AUM
$525K
Team
1 advisors
Clients
0
Fees
Percentage of AUM
701-830-0337
VIKING FUND MANAGEMENT LLC
Minot, ND
AUM
$1.15B
Team
4 advisors
Clients
—
Fees
Percentage of AUM
701-852-5292
JOHNSON WEALTH MANAGEMENT, LLC
Grand Forks, ND
AUM
$323.4M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
701-746-8310
FLEISCHER & JOHNSON WEALTH MANAGEMENT, INC.
Bismarck, ND
AUM
$102.2M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
701-355-9160
MIKE PARKE INVESTMENT MANAGEMENT, LLC
Dickinson, ND
AUM
$88.0M
Team
0 total employees
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
701 483-4312
HENDRICKSON FINANCIAL SERVICES, LLC
Dickinson, ND
AUM
$71.6M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
701-483-1955
GREAT PLAINS ADVISORY SERVICES LLC
Fargo, ND
AUM
$61.4M
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
701-271-1590
THORESON STEFFES
Fargo, ND
AUM
$49.3M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
701-478-3338
STRATEGIC FINANCIAL INC.
West Fargo, ND
AUM
$40.5M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
701-356-5239
31 total advisers in North Dakota. Browse all North Dakota advisors