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Find Retirement Advisors for Retirement Planning in South 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 12 Retirement Planning firms in South Dakota (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

4300 South Louise Ave., Suite 300
Sioux Falls, SD, 57106
$995,000,00023857
A percentage of AUM
2

1601 E. 69th Street, Suite 308
Sioux Falls, SD, 57108
$921,859,13726
Fixed fees
3

231 S. Phillips Ave., Suite 201
Sioux Falls, SD, 57104
$786,613,9538028
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
4

25 1st Ave. Nw,
Watertown, SD, 57201
$631,940,9454677
A percentage of AUM
5

122 S. Phillips Avenue, Suite 260,
Sioux Falls, SD, 57104
$581,485,6455048
A percentage of AUM, Hourly charges
6

1720 S. Spring Avenue,
Sioux Falls, SD, 57105
$306,200,760983
A percentage of AUM, Hourly charges
7

1401 4th St Ne,
Watertown, SD, 57201
$200,749,50820366
A percentage of AUM, Hourly charges
8

1010 9th Street, Suite 1
Rapid City, SD, 57701
$158,326,0005305
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
$152,296,5934394
A percentage of AUM, Hourly charges, Fixed fees
10

1000 E. 41st St.,
Sioux Falls, SD, 57105
$133,906,986223116
A percentage of AUM
11

401 E. 8th Street, Suite 213a
Sioux Falls, SD, 57103
$129,410,2482916
A percentage of AUM
12

401 E. 8th Street, Suite 213a
Sioux Falls, SD, 57103
$5,666,16412
A percentage of AUM

Information on Top Retirement Planning firms in South Dakota

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.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops
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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.

Fee Structure

  • Fixed fees

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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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.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Publication of periodicals and newsletters
  • Education seminars/workshops
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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.

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
  • Selection for other advisors
  • Other (INSTITUTIONAL CHIEF INVESTMENT OFFICER CONSULTING)
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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.

Fee Structure

  • A percentage of AUM
  • Hourly charges

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
  • Publication of periodicals and newsletters
  • Education seminars/workshops
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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.

Fee Structure

  • A percentage of AUM
  • Hourly charges

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
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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.

Fee Structure

  • A percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops
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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.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (BLENDED FEES BASED ON % OF AUM
  • NW AND SCOPE OF ENGAGEMENT)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (CONSULTATION,FINANCIAL COACHING (INDIVIDUAL & GROUP), COLUMNIST & AUTHOR, EDUCATIONAL WORKSHOPS AND SEMINARS)
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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.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
View Full Profile

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.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
View Full Profile

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.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other (BANK TRUST DEPT. PORTFOLIO CONSULTING, NON-DISCRETIONARY)
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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.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for investment companies
View Full Profile

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