Top advisors in North Dakota
We’ve curated a list of the best financial advisors in North Dakota, take a look at it below
Find an advisor in North Dakota# | Financial advisor | Assets under management | Number of advisors | |
---|---|---|---|---|
1 | $169,427,001 | 1 advisors | ||
2 | $131,003,684 | 3 advisors | ||
3 | $102,926,301 | 2 advisors | ||
4 | $90,636,701 | 1 advisors | ||
5 | $27,158,759 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in North Dakota, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case North Dakota. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Johnson Wealth Management, LLC
Assets under management
$169,427,001
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
2. Wealth Forward, LLC
Assets under management
$131,003,684
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
3. Light Financial Services, Inc.
Assets under management
$102,926,301
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
4. Omnia Finance, LLC
Assets under management
$90,636,701
Fee structure
Hourly charges
Fixed fees
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Thoreson Steffes
Assets under management
$27,158,759
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.