Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 4300 South Louise Ave., Suite 300 Sioux Falls, SD, 57106 | $995,000,000 | 2385 | 7 | A percentage of AUM |
2 | 1601 E. 69th Street, Suite 308 Sioux Falls, SD, 57108 | $921,859,137 | 2 | 6 | Fixed fees |
3 | 231 S. Phillips Ave., Suite 201 Sioux Falls, SD, 57104 | $786,613,953 | 802 | 8 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
4 | 25 1st Ave. Nw, Watertown, SD, 57201 | $631,940,945 | 467 | 7 | A percentage of AUM |
5 | 122 S. Phillips Avenue, Suite 260, Sioux Falls, SD, 57104 | $581,485,645 | 504 | 8 | A percentage of AUM, Hourly charges |
6 | 1720 S. Spring Avenue, Sioux Falls, SD, 57105 | $306,200,760 | 98 | 3 | A percentage of AUM, Hourly charges |
7 | 1401 4th St Ne, Watertown, SD, 57201 | $200,749,508 | 2036 | 6 | A percentage of AUM, Hourly charges |
8 | 1010 9th Street, Suite 1 Rapid City, SD, 57701 | $158,326,000 | 530 | 5 | A percentage of AUM, Hourly charges, Fixed fees, Other (BLENDED FEES BASED ON % OF AUM, NW AND SCOPE OF ENGAGEMENT) |
9 | 5201 South Western Avenue, Suite 103 Sioux Falls, SD, 57108 | $152,296,593 | 439 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
10 | 1000 E. 41st St., Sioux Falls, SD, 57105 | $133,906,986 | 2231 | 16 | A percentage of AUM |
11 | 401 E. 8th Street, Suite 213a Sioux Falls, SD, 57103 | $129,410,248 | 291 | 6 | A percentage of AUM |
12 | 401 E. 8th Street, Suite 213a Sioux Falls, SD, 57103 | $5,666,164 | 1 | 2 | A percentage of AUM |
QualificationsFirm CRD# 157109
Assets Under Management $995,000,000
No. Of Clients2385
Clients Per Financial Advisor341
COMPASS FINANCIAL GROUP, INC is a financial advisory firm situated in Sioux Falls, South Dakota. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2385 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 301865
Assets Under Management $921,859,137
No. Of Clients2
Clients Per Financial Advisor0
STANDARD FAMILY OFFICE, LLC is a financial advisory firm situated in Sioux Falls, South Dakota. With a nearly $922M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 127616
Assets Under Management $786,613,953
No. Of Clients802
Clients Per Financial Advisor100
ELGETHUN CAPITAL MANAGEMENT is a financial advisory firm situated in Sioux Falls, South Dakota. With a nearly $787M assets under management, the firm specializes in crafting personalized retirement planning solutions for 802 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 149522
Assets Under Management $631,940,945
No. Of Clients467
Clients Per Financial Advisor67
HI-LINE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Watertown, South Dakota. With a nearly $632M assets under management, the firm specializes in crafting personalized retirement planning solutions for 467 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 136577
Assets Under Management $581,485,645
No. Of Clients504
Clients Per Financial Advisor63
SAGE CAPITAL ADVISORS, LLC is a financial advisory firm situated in Sioux Falls, South Dakota. With a nearly $581M assets under management, the firm specializes in crafting personalized retirement planning solutions for 504 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 109660
Assets Under Management $306,200,760
No. Of Clients98
Clients Per Financial Advisor33
LAUER CAPITAL MANAGEMENT LTD is a financial advisory firm situated in Sioux Falls, South Dakota. With a nearly $306M assets under management, the firm specializes in crafting personalized retirement planning solutions for 98 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 299593
Assets Under Management $200,749,508
No. Of Clients2036
Clients Per Financial Advisor339
BIG SIOUX WEALTH MANAGEMENT is a financial advisory firm situated in Watertown, South Dakota. With a nearly $201M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2036 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 124042
Assets Under Management $158,326,000
No. Of Clients530
Clients Per Financial Advisor106
KAHLER FINANCIAL GROUP, INC. is a financial advisory firm situated in Rapid City, South Dakota. With a nearly $158M assets under management, the firm specializes in crafting personalized retirement planning solutions for 530 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 297639
Assets Under Management $152,296,593
No. Of Clients439
Clients Per Financial Advisor110
ASPEN PRIVATE ADVISORS, LLC is a financial advisory firm situated in Sioux Falls, South Dakota. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 439 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 169787
Assets Under Management $133,906,986
No. Of Clients2231
Clients Per Financial Advisor139
HAHN FINANCIAL GROUP is a financial advisory firm situated in Sioux Falls, South Dakota. With a nearly $134M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2231 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 315701
Assets Under Management $129,410,248
No. Of Clients291
Clients Per Financial Advisor49
PARVIN ASSET MANAGEMENT, LLC is a financial advisory firm situated in Sioux Falls, South Dakota. With a nearly $129M assets under management, the firm specializes in crafting personalized retirement planning solutions for 291 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 311304
Assets Under Management $5,666,164
No. Of Clients1
Clients Per Financial Advisor1
PARVIN FUND MANAGEMENT is a financial advisory firm situated in Sioux Falls, South Dakota. With a nearly $6M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.