Best Financial Advisor Firms South 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 South Dakota in 2024.

Best Firms in South 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
Apella Wealth		$9.8 billion	8,000	93	$1.2 million
Blbb Advisors		$3.3 billion	1,632	12	$2.0 million
Boyle Capital		$342.0 million	423	4	$808,403
BSW Wealth Partners		$2.2 billion	501	20	$4.5 million
Burrus		$240.7 million	322	2	$747,385
Carret Asset Management		$3.5 billion	2,633	10	$1.3 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
Cookson Peirce Wealth Management		$2.6 billion	1,648	18	$1.6 million
Csenge Advisory Group		$3.2 billion	7,199	67	$440,300
Elgethun Capital Management		$1.1 billion	303	10	$3.8 million
EP Wealth Advisors		$45.1 billion	20,738	298	$2.2 million
Estabrook Capital Management		$933.3 million	767	5	$1.2 million
Financial Perspectives		$1.2 billion	737	14	$1.6 million
Flexible Plan Investments		$1.5 billion	9,144	3	$162,300
Foster Group		$4.8 billion	2,101	54	$2.3 million
Freedom Investment Management		$568.7 million	520	6	$1.1 million
Frontier Asset Management		$5.5 billion	3,240	11	$1.7 million
Future Capital		$2.0 billion	15,521	2	$129,876
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
Lifeplan Financial		$141.0 million	255	2	$553,087
Lone Peak Global Investors		$598.4 million	152	5	$3.9 million
Lutz Financial		$3.2 billion	1,031	14	$3.1 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
Marquette Wealth Management		$871.6 million	242	3	$3.6 million
Matson Money		$24.3 billion	29,985	7	$811,358
Mench Financial		$130.6 million	183	3	$713,532
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
Orgel Wealth Management		$9.5 billion	3,976	31	$2.4 million
Palisade Asset Management		$1.3 billion	118	5	$10.8 million
Parallel Advisors		$10.3 billion	4,240	74	$2.4 million
Pecaut Wealth Management		$381.8 million	231	4	$1.7 million
Phillips and Company Advisors		$2.7 billion	1,273	13	$2.1 million
Rocky Mountain Advisers		$3.1 billion	257	3	$12.3 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
Saratoga Research & Investment Management		$2.5 billion	2,740	15	$915,807
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
Stadion Money Management		$2.7 billion	49,626	13	$54,178
Steele Capital Management		$3.5 billion	1,644	13	$2.2 million
Stone Steps Financial		$146.6 million	138	4	$1.1 million
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
TOM Johnson Investment Management		$1.6 billion	5,631	6	$289,928
Torray Investment Partners		$750.1 million	549	6	$1.4 million
Zuraw Financial Advisors		$519.9 million	165	2	$3.2 million

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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 South Dakota 2024.

Firm has:

• Jurisdiction in South 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.