AdvisorGrade

Registered investment advisers in North Dakota

9 firms in North Dakota representing $3.5B in assets under management, sourced from public SEC Form ADV filings.

Cities

Viking Fund Management LLC

Minot, ND · Est. 1999

Local
Fee-only
AUM
$1.1B
Per adviser
$287M
Advisers
4

No reported disclosures

Brady Martz Wealth Solutions, LLC

Grand Forks, ND · Est. 2024

Regional
Fee-only
AUM
$795M
Per adviser
$99M
Advisers
8

No reported disclosures

Prairiewood Wealth Management

Fargo, ND · Est. 2020

LocalInternational
Fee-based
AUM
$365M
Per adviser
$91M
Advisers
4

No reported disclosures

Johnson Wealth Management, LLC

Grand Forks, ND · Est. 2017

Local
Fee-based
AUM
$323M
Per adviser
$162M
Advisers
2

No reported disclosures

Wealth Forward, LLC

Fargo, ND · Est. 2013

Local
Fee-based
AUM
$228M
Per adviser
$114M
Advisers
2

No reported disclosures

Financial Strategies Group

Fargo, ND · Est. 2006

Local
Fee-based
AUM
$189M
Per adviser
$47M
Advisers
4

No reported disclosures

Fjell Capital

Fargo, ND · Est. 2023

Local
Fee-based
AUM
$187M
Per adviser
$62M
Advisers
3

No reported disclosures

Light Financial Services, INC.

Fargo, ND · Est. 2022

Local
Fee-based
AUM
$176M
Per adviser
$88M
Advisers
2

No reported disclosures

Capital City Wealth Management, INC.

Bismarck, ND · Est. 2025

Local
Fee-only
AUM
$130M
Per adviser
$43M
Advisers
3

No reported disclosures