Top 9 advisors in South Dakota

Top 9 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.

  • 1. Standard Family Office, LLC

    Assets under management

    $868,470,134

    Fee structure

    A percentage of assets under your management

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • 2. Compass Financial Group, Inc

    Assets under management

    $807,000,000

    Fee structure

    A percentage of assets under your management

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    Educational Seminars/workshops

  • 3. Elgethun Capital Management

    Assets under management

    $695,335,442

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Performance-based fees

    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

  • 4. Professional Financial Services, Inc.

    Assets under management

    $190,448,052

    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

  • 5. Kahler Financial Group, Inc.

    Assets under management

    $150,100,000

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    BLENDED FEES BASED ON % OF AUM, NW AND SCOPE OF ENGAGEMENT

    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

  • 6. Aspen Private Advisors, LLC

    Assets under management

    $130,380,204

    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

    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

  • Not sure which one to choose?
    Use our smart matching tool

    7. Parvin Asset Management, LLC

    Assets under management

    $129,834,821

    Fee structure

    A percentage of assets under your management

    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

  • 8. Resolve Capital Management LLC

    Assets under management

    $33,857,666

    Fee structure

    A percentage of assets under your management

    Fixed fees

    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

  • 9. Parvin Fund Management

    Assets under management

    $4,595,778

    Fee structure

    A percentage of assets under your management

    Services offered

    Portfolio Management For Investment Companies

It’s quick and easy to find the right financial advisor for you
Visit Unbiased.com — your resource to find independent financial advice focused on your needs
2
Answer a few questions about your needs.
Get started now
3
Connect with your perfectly matched financial advisor.
Your first meeting is free.
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Top advisors in South Dakota
Rapid City Sioux Falls