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
Wendy Waalen
Registered Affiliation(s):OAKWOOD CAPITAL, INC.
Karsten David Melgaard
Registered Affiliation(s):BANCWEST INVESTMENT SERVICES, INC.
Jeffrey Allen Juelson
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Karen Ann Burke
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Kristin L Engelhardt
Registered Affiliation(s):LPL FINANCIAL LLC
Thomas Albert Geraghty
Registered Affiliation(s):LPL FINANCIAL LLC
Teri Lee Verduyn
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Emmett John Worth
Registered Affiliation(s):LPL FINANCIAL LLC
Christopher John Birmingham
Registered Affiliation(s):LPL FINANCIAL LLC
David Alan Middaugh
Registered Affiliation(s):CALTON & ASSOCIATES, INC.
Kristel Lea Strittmatter
Registered Affiliation(s):CONCOURSE FINANCIAL GROUP SECURITIES, INC.
Christopher Allen Feland
Registered Affiliation(s):LPL FINANCIAL LLC
Matthew Ross Watson
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Peter C Hovey
Registered Affiliation(s):MORGAN STANLEY
April M Leitch
Registered Affiliation(s):EDWARD JONES
Patricia C Roers
Registered Affiliation(s):LPL FINANCIAL LLC
Joseph James Haman
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Shawn Anthony Rehm
Registered Affiliation(s):HORACE MANN INVESTORS, INC.
Matthew Timothy Rubis
Registered Affiliation(s):SPC
Jamey Robert Pesek
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Joshua A Bruns
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Tawna L Hermanson
Registered Affiliation(s):CLASSIC ASSET MANAGEMENT, LLC
Ann R Schoenberg
Registered Affiliation(s):LPL FINANCIAL LLC
Arika Viktoria Johnson
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
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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