Best Financial Advisor Firms North Dakota 2026

Written by AdvisorSearch.org

May 07, 2025

  Fact Checked

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, AdvisorSearch.org 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
1834 Investment Advisors Co		$2.2 billion	542	19	$4.1 million
Accredited Investors Wealth Management		$4.4 billion	947	4	$4.7 million
Alpha Capital Management		$871.4 million	468	5	$1.9 million
Apella Wealth		$9.8 billion	8,000	93	$1.2 million
Boyle Capital		$342.0 million	423	4	$808,403
Briaud Financial Advisors		$912.8 million	279	6	$3.3 million
Cincinnati Asset Management		$2.5 billion	6,033	8	$419,616
Clark Capital Management Group		$35.7 billion	36,013	20	$990,967
Clearstead; Clearstead Advisory Solutions		$33.9 billion	4,819	34	$7.0 million
Csenge Advisory Group		$3.2 billion	7,199	67	$440,300
Duncan Williams Asset Management		$2.7 billion	2,238	15	$1.2 million
EP Wealth Advisors		$45.1 billion	20,738	298	$2.2 million
Estabrook Capital Management		$933.3 million	767	5	$1.2 million
Flexible Plan Investments		$1.5 billion	9,144	3	$162,300
Frontier Asset Management		$5.5 billion	3,240	11	$1.7 million
Geowealth Management		$17.6 billion	51,018	20	$344,477
Guideline Investments		$16.5 billion	87,973	2	$187,499
HI-line Capital Management		$756.6 million	128	2	$5.9 million
Human Interest Advisors		$8.1 billion	831,446	2	$9,747
JAG Capital Management		$1.9 billion	1,068	13	$1.8 million
Jnba Financial Advisors		$2.0 billion	1,115	31	$1.8 million
Mainstay Capital Management		$4.8 billion	3,405	16	$1.4 million
Marks Group Wealth Management		$2.0 billion	809	9	$2.5 million
Matson Money		$24.3 billion	29,985	7	$811,358
Miller Tabak Asset Management		$1.2 billion	936	2	$1.3 million
Minneapolis Portfolio Management Group		$1.1 billion	1,830	3	$601,838
Nicollet Investment Management		$557.4 million	301	6	$1.9 million
Novem Group		$1.7 billion	3,653	32	$470,200
Orgel Wealth Management		$9.5 billion	3,976	31	$2.4 million
Parallel Advisors		$10.3 billion	4,240	74	$2.4 million
Phillips and Company Advisors		$2.7 billion	1,273	13	$2.1 million
Sage Advisory Services CO		$28.4 billion	14,363	40	$2.0 million
Sagewood Asset Management		$2.7 billion	255	3	$10.6 million
Shufro, Rose & Co		$2.5 billion	1,331	9	$1.9 million
Sigfig Wealth Management		$3.6 billion	106,361	4	$33,666
Slavic Mutual Funds Management Corp		$5.0 billion	655	10	$7.6 million
SMI Advisory Services		$949.0 million	1,083	5	$876,269
Stack Financial Management		$2.0 billion	833	9	$2.4 million
Stadion Money Management		$2.7 billion	49,626	13	$54,178
Stonebridge Capital Advisors		$2.5 billion	1,674	13	$1.5 million
Symmetry Partners		$4.7 billion	8,909	17	$530,996
Tandem Investment Advisors		$3.5 billion	10,432	10	$330,798
The Mather Group		$13.4 billion	4,773	97	$2.8 million
The Patriot Financial Group		$2.6 billion	2,545	33	$1.0 million
Thomas J. Herzfeld Advisors		$890.4 million	300	3	$3.0 million
Verus Financial Partners		$1.2 billion	636	11	$1.9 million

Continue Reading

Find a financial advisor in North Dakota

Find the best financial advisor firms near you. You can use our search bar to find a financial advisor near your address or ZIP code, or use the map to find a financial advisor firm in your area.

More Top Firms by State

Methodology

Every month AdvisorSearch.org’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 AdvisorSearch.org: 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.

About the Editorial Team

AdvisorSearch.org is your trustworthy guide to the world of financial advisors. Founded in 2018 as an unbiased resource, it empowers consumers to research and compare financial advisory firms with confidence.