Top 9 financial advisors in South Dakota
We’ve curated a list of the best financial advisors in South Dakota, take a look at it below
Find an advisor in South Dakota| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $868,470,134 | 6 advisors | ||
| 2 | $807,000,000 | 6 advisors | ||
| 3 | $695,335,442 | 7 advisors | ||
| 4 | $190,448,052 | 2 advisors | ||
| 5 | $150,100,000 | 6 advisors | ||
| 6 | $130,380,204 | 4 advisors | ||
| 7 | $129,834,821 | 6 advisors | ||
| 8 | $33,857,666 | 2 advisors | ||
| 9 | $4,595,778 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in South 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 South 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.
Standard Family Office, LLC
Standard Family Office, LLC is a financial advisory firm based in Sioux Falls, South Dakota. It currently has approximately $868,470,134 of assets under management and employs about 6 people. Standard Family Office, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$868,470,134
Headcount
6 advisors
Fee structure
A percentage of assets under your management
SEC number
801-117264
Services offered
Portfolio Management For Pooled Investment Vehicles
Compass Financial Group, Inc
Compass Financial Group, Inc is a financial advisory firm based in Sioux Falls, South Dakota. It currently has approximately $807,000,000 of assets under management and employs about 6 people. Compass Financial Group, Inc uses a fee structure of and a percentage of assets under your management.
Assets under management
$807,000,000
Headcount
6 advisors
Fee structure
A percentage of assets under your management
SEC number
801-76392
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
Elgethun Capital Management
Elgethun Capital Management is a financial advisory firm based in Sioux Falls, South Dakota. It currently has approximately $695,335,442 of assets under management and employs about 7 people. Elgethun Capital Management uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Assets under management
$695,335,442
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
SEC number
801-66560
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Professional Financial Services, Inc.
Professional Financial Services, Inc. is a financial advisory firm based in Sioux Falls, South Dakota. It currently has approximately $190,448,052 of assets under management and employs about 2 people. Professional Financial Services, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$190,448,052
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-101514
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Kahler Financial Group, Inc.
Kahler Financial Group, Inc. is a financial advisory firm based in Rapid City, South Dakota. It currently has approximately $150,100,000 of assets under management and employs about 6 people. Kahler Financial Group, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and blended fees based on % of aum, nw and scope of engagement.
Assets under management
$150,100,000
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
BLENDED FEES BASED ON % OF AUM, NW AND SCOPE OF ENGAGEMENT
SEC number
801-62099
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Consultation,financial Coaching (individual & Group), Columnist & Author, Educational Workshops And Seminars
Aspen Private Advisors, LLC
Aspen Private Advisors, LLC is a financial advisory firm based in Sioux Falls, South Dakota. It currently has approximately $130,380,204 of assets under management and employs about 4 people. Aspen Private Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$130,380,204
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-113814
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)
Pension Consulting Services
See full profileMeet the advisor
5201 South Western Avenue,
Suite 103,
Sioux Falls,
South Dakota,
57108- Not sure which one to choose?Use our smart matching tool
Parvin Asset Management, LLC
Parvin Asset Management, LLC is a financial advisory firm based in Sioux Falls, South Dakota. It currently has approximately $129,834,821 of assets under management and employs about 6 people. Parvin Asset Management, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$129,834,821
Headcount
6 advisors
Fee structure
A percentage of assets under your management
SEC number
801-122001
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Bank Trust Dept. Portfolio Consulting, Non-discretionary
Resolve Capital Management LLC
Resolve Capital Management LLC is a financial advisory firm based in Sioux Falls, South Dakota. It currently has approximately $33,857,666 of assets under management and employs about 2 people. Resolve Capital Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$33,857,666
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-71834
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)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Parvin Fund Management
Parvin Fund Management is a financial advisory firm based in Sioux Falls, South Dakota. It currently has approximately $4,595,778 of assets under management and employs about 2 people. Parvin Fund Management uses a fee structure of and a percentage of assets under your management.
Assets under management
$4,595,778
Headcount
2 advisors
Fee structure
A percentage of assets under your management
SEC number
801-119820
Services offered
Portfolio Management For Investment Companies
Your first meeting is free.