Best Financial Advisor Firms North Dakota 2024

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Written by investor.com

January 22, 2024

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, investor.com gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in North Dakota in 2024.

Best Firms in North Dakota

Click any column header to sort the table, or click any firm to see a detailed review.

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Accredited Investors Wealth Management 5/5 Stars $3.4 billion 597 4 $5.6 million
Alpha Capital Management 5/5 Stars $672.6 million 416 4 $1.6 million
Assembly Wealth 5/5 Stars $369.0 million 255 6 $1.4 million
Astor Investment Management 5/5 Stars $261.4 million 519 4 $503,753
Boyle Capital 5/5 Stars $241.8 million 448 5 $539,788
Carret Asset Management 5/5 Stars $3.1 billion 2,525 11 $1.2 million
Cincinnati Asset Management 5/5 Stars $2.4 billion 6,312 8 $378,975
Clark Capital Management Group 5/5 Stars $25.9 billion 30,934 24 $838,262
Csenge Advisory Group 5/5 Stars $2.8 billion 5,630 76 $488,978
Dash Investments logoDash Investments 5/5 Stars $427.1 million 365 5 $1.2 million
EP Wealth Advisors 5/5 Stars $22.3 billion 13,185 195 $1.7 million
Estabrook Capital Management 5/5 Stars $863.7 million 794 5 $1.1 million
Flexible Plan Investments 5/5 Stars $1.4 billion 11,773 6 $120,660
Freedom Investment Management 5/5 Stars $2.0 billion 9,859 17 $204,068
Frontier Asset Management 5/5 Stars $5.7 billion 3,671 14 $1.6 million
Future Capital 5/5 Stars $962.5 million 12,768 2 $75,386
Geowealth Management 5/5 Stars $12.3 billion 49,816 20 $247,576
Grimes & Company 5/5 Stars $4.9 billion 3,599 30 $1.3 million
JAG Capital Management 5/5 Stars $1.6 billion 895 13 $1.7 million
Jnba Financial Advisors 5/5 Stars $1.5 billion 1,027 29 $1.5 million
Mainstay Capital Management 5/5 Stars $3.9 billion 3,557 14 $1.1 million
Marks Group Wealth Management 5/5 Stars $1.7 billion 760 9 $2.2 million
Matson Money 5/5 Stars $19.6 billion 30,605 9 $641,967
Merit Financial Advisors 5/5 Stars $7.3 billion 11,475 139 $631,994
Miller Tabak Asset Management 5/5 Stars $1.3 billion 1,110 1 $1.2 million
Minneapolis Portfolio Management Group 5/5 Stars $889.0 million 1,879 3 $473,102
Nicollet Investment Management 5/5 Stars $463.5 million 308 7 $1.5 million
Novem Group 5/5 Stars $1.2 billion 3,033 29 $385,964
Orgel Wealth Management 5/5 Stars $7.1 billion 3,813 31 $1.9 million
Parallel Advisors 5/5 Stars $7.1 billion 3,658 63 $1.9 million
Sage Advisory Services CO 5/5 Stars $22.7 billion 8,128 38 $2.8 million
Shufro, Rose & Co 5/5 Stars $2.0 billion 1,269 9 $1.6 million
Sigfig Wealth Management 5/5 Stars $2.8 billion 79,642 4 $35,120
Slavic Mutual Funds Management Corp 5/5 Stars $5.6 billion 1,098 13 $5.1 million
SMI Advisory Services 5/5 Stars $777.0 million 928 5 $837,284
Stack Financial Management 5/5 Stars $1.8 billion 860 10 $2.1 million
Stadion Money Management 5/5 Stars $2.3 billion 50,984 15 $45,756
Stonebridge Capital Advisors 5/5 Stars $2.0 billion 1,494 14 $1.4 million
Symmetry Partners 5/5 Stars $5.9 billion 11,453 15 $513,352
Tandem Investment Advisors 5/5 Stars $3.2 billion 9,811 9 $330,206
The Mather Group 5/5 Stars $10.5 billion 4,245 91 $2.5 million
Verus Financial Partners 5/5 Stars $920.8 million 642 10 $1.4 million
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Find a financial advisor in North Dakota

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More Top Firms by State

Methodology

Every month investor.com’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in North Dakota 2024.

Firm has:

  • Jurisdiction in North Dakota
  • SEC registration
  • No reported conflicts of interest*
  • No reported disciplinary history
  • At least 10 years in business
  • Total clients: 100+
  • Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by investor.com: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

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
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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