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Find Retirement Advisors for Retirement Planning in North Dakota

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 10 Retirement Planning firms in North Dakota (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1 Main St North,
Minot, ND, 58703
$848,373,480125
A percentage of AUM
2

401 Demers Ave, Ste 300
Grand Forks, ND, 58201
$599,419,8194855
A percentage of AUM
3

214 North 4th Street, Ste 123
Grand Forks, ND, 58203
$256,889,0615082
A percentage of AUM, Hourly charges, Fixed fees
4

3175 Sienna Dr S, Ste 100
Fargo, ND, 58104
$216,828,2987423
A percentage of AUM, Hourly charges, Fixed fees
5

2632 47th St S., Suite 107
Fargo, ND, 58104
$197,216,7639652
A percentage of AUM, Hourly charges, Fixed fees
6

1220 28th Avenue North,
Fargo, ND, 58102
$169,820,000134410
A percentage of AUM, Hourly charges, Fixed fees
7

1133-D Harwood Drive S.,
Fargo, ND, 58104
$149,372,139171
A percentage of AUM, Fixed fees
8

27 10th Street North,
Fargo, ND, 58102
$145,943,1005235
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Other (SETUP / ONBOARDING FEES)
9

1000 Tacoma Avenue, Suite 200
Bismarck, ND, 58504
$126,000,0002987
A percentage of AUM
10

3575 45th St S, Suite 112
Fargo, ND, 58104
$125,790,17515992
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in North Dakota

QualificationsFirm CRD# 107927

Assets Under Management $848,373,480

No. Of Clients12

Clients Per Financial Advisor2

VIKING FUND MANAGEMENT LLC is a financial advisory firm situated in Minot, North Dakota. With a nearly $848M assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for investment companies
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QualificationsFirm CRD# 331043

Assets Under Management $599,419,819

No. Of Clients485

Clients Per Financial Advisor97

BRADY MARTZ WEALTH SOLUTIONS, LLC is a financial advisory firm situated in Grand Forks, North Dakota. With a nearly $599M assets under management, the firm specializes in crafting personalized retirement planning solutions for 485 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 123105

Assets Under Management $256,889,061

No. Of Clients508

Clients Per Financial Advisor254

JOHNSON WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Grand Forks, North Dakota. With a nearly $257M assets under management, the firm specializes in crafting personalized retirement planning solutions for 508 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 149007

Assets Under Management $216,828,298

No. Of Clients742

Clients Per Financial Advisor247

PRAIRIEWOOD WEALTH MANAGEMENT is a financial advisory firm situated in Fargo, North Dakota. With a nearly $217M assets under management, the firm specializes in crafting personalized retirement planning solutions for 742 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 159467

Assets Under Management $197,216,763

No. Of Clients965

Clients Per Financial Advisor483

WEALTH FORWARD, LLC is a financial advisory firm situated in Fargo, North Dakota. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 965 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
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QualificationsFirm CRD# 122030

Assets Under Management $169,820,000

No. Of Clients1344

Clients Per Financial Advisor134

FINANCIAL STRATEGIES GROUP is a financial advisory firm situated in Fargo, North Dakota. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1344 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Other (RETIREMENT PLAN ADVISORY SERVICES)
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QualificationsFirm CRD# 167729

Assets Under Management $149,372,139

No. Of Clients17

Clients Per Financial Advisor17

RPM ADVISORS, LLC is a financial advisory firm situated in Fargo, North Dakota. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
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QualificationsFirm CRD# 327541

Assets Under Management $145,943,100

No. Of Clients523

Clients Per Financial Advisor105

FJELL CAPITAL is a financial advisory firm situated in Fargo, North Dakota. With a nearly $146M assets under management, the firm specializes in crafting personalized retirement planning solutions for 523 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Subscription fees
  • Fixed fees
  • Other (SETUP / ONBOARDING FEES)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
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QualificationsFirm CRD# 172199

Assets Under Management $126,000,000

No. Of Clients298

Clients Per Financial Advisor43

CAPITAL CITY WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Bismarck, North Dakota. With a nearly $126M assets under management, the firm specializes in crafting personalized retirement planning solutions for 298 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Education seminars/workshops
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QualificationsFirm CRD# 131678

Assets Under Management $125,790,175

No. Of Clients1599

Clients Per Financial Advisor800

LIGHT FINANCIAL SERVICES, INC. is a financial advisory firm situated in Fargo, North Dakota. With a nearly $126M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1599 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

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