Top Financial Advisors in Fargo, North Dakota
Finding the right financial advisor in Fargo is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Fargo, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Fargo, ND.
Find the Best Financial Advisor Firms in Fargo:
EIDE BAILLY ADVISORS, LLC
CRD#: 113564
Address: 4310 17th Ave. S, Fargo, ND 58103
Clients: 603
Average Clients per Advisor: 37
AUM: $ 1.2B
RPM ADVISORS, LLC
CRD#: 167729
Address: 1133-d Harwood Drive S., Fargo, ND 58104
AUM: $ 194M
CLASSIC ASSET MANAGEMENT, LLC
CRD#: 122030
Address: 1220 28th Avenue North, Fargo, ND 58102
Clients: 874
Average Clients per Advisor: 145
AUM: $ 158M
WEALTH FORWARD, LLC
CRD#: 159467
Address: 2632 47th St S. Suite 107, Fargo, ND 58104
Clients: 299
Average Clients per Advisor: 149
AUM: $ 140M
COMPLETE INVESTMENT ADVISORY, LLC
CRD#: 166876
Address: 3211 Fiechtner Dr. Suite 6, Fargo, ND 58103
Clients: 158
Average Clients per Advisor: 79
AUM: $ 109M
LIGHT FINANCIAL SERVICES, INC.
CRD#: 131678
Address: 1220 Main Avenue Suite 225, Fargo, ND 58103
Clients: 577
Average Clients per Advisor: 288
AUM: $ 104M
How We Chose the Top Financial Advisors in Fargo, North Dakota
To create this list of top financial advisor firms in Fargo, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Fargo has to offer.
Search Financial Advisors in Fargo, North Dakota
Troy Michael Hefta
Registered Affiliation(s):LPL FINANCIAL LLC
Odin Carl Helgerson
Registered Affiliation(s):CROWN CAPITAL SECURITIES, L.P.
James Steven Anderson
Registered Affiliation(s):FSC SECURITIES CORPORATION
James Harley Dunkel
Registered Affiliation(s):LPL FINANCIAL LLC
Gerald William Chapweske
Registered Affiliation(s):EDWARD JONES
Ronald Gene Franks
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
Kevin Joel Dekrey
Registered Affiliation(s):MORGAN STANLEY
Jay Charles Matthews
Registered Affiliation(s):CONCOURSE FINANCIAL GROUP SECURITIES, INC.
Brien Paul Krank
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
James Leroy Drummond
Registered Affiliation(s):SPC
Steven Paul Wurzer
Registered Affiliation(s):MORGAN STANLEY
Deborah Ann Battles
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Kimberly Dashe Jerger
Registered Affiliation(s):COLLIERS SECURITIES LLC
William Bradley Kent
Registered Affiliation(s):MONEY CONCEPTS CAPITAL CORP
John Fencil
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Gretchen L Anderson
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jonathon Paul Anas
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Warren Walter Wilson
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Jill Naomi Floden
Registered Affiliation(s):LIFT WEALTH MANAGEMENT, LLC
Michael Victor Young
Registered Affiliation(s):CLASSIC ASSET MANAGEMENT, LLC
John Lewis Bennett
Registered Affiliation(s):LPL FINANCIAL LLC
Craig James Samuelson
Registered Affiliation(s):LPL FINANCIAL LLC
Ronald William Borio
Registered Affiliation(s):PRIVATE PLACEMENT INSURANCE PRODUCTS, LLC
Joseph William Dobbs
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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