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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

RIA

Address: 4310 17th Ave. S, Fargo, ND 58103

Clients: 603

Average Clients per Advisor: 37

AUM: $ 1.2B

Find an Advisor

RPM ADVISORS, LLC

CRD#: 167729

RIA

Address: 1133-d Harwood Drive S., Fargo, ND 58104

AUM: $ 194M

CLASSIC ASSET MANAGEMENT, LLC

CRD#: 122030

RIA

Address: 1220 28th Avenue North, Fargo, ND 58102

Clients: 874

Average Clients per Advisor: 145

AUM: $ 158M

WEALTH FORWARD, LLC

CRD#: 159467

RIA

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

RIA

Address: 3211 Fiechtner Dr. Suite 6, Fargo, ND 58103

Clients: 158

Average Clients per Advisor: 79

AUM: $ 109M

LIGHT FINANCIAL SERVICES, INC.

CRD#: 131678

RIA

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


Name or CRD#
Location:
Firm name (optional)
DR

Dustin Michael Richter

Dusty Richter
IAR
CRD#: 5062115
Location:
Fargo, ND 58104

Registered Affiliation(s):PRAIRIEWOOD WEALTH MANAGEMENT

Disclosures:
Experience:
20 years registered
DG

Donald Dean Gronke

Don Gronke
PR
CRD#: 4425539
Location:
Bloomington, IL 61710-0001

Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.

Disclosures:
Experience:
25 years registered
TH

Todd Ronald Herbel

RR
CRD#: 4415781
Location:
West Fargo, ND 58078

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
25 years registered
KP

Keith Alan Phillips

Kaith Alan Phillips
RR
CRD#: 4293597
Location:
Moorhead, MN 56560

Registered Affiliation(s):FARMERS FINANCIAL SOLUTIONS, LLC

Disclosures:
Experience:
25 years registered
MJ

Matthew Ryan Johnson

IAR
CRD#: 5060212
Location:
Chandler, AZ

Registered Affiliation(s):FUTURE BRIGHT

Disclosures:
Experience:
20 years registered
RP

Ross Alan Pankratz

RR
CRD#: 4368945
Location:
Fargo, ND 58103-2354

Registered Affiliation(s):RBC CAPITAL MARKETS, LLC

Disclosures:
Experience:
24 years registered
LS

Lawrence Joseph Stoa

Larry Stoa
RR
CRD#: 4435252
Location:
Fargo, ND 58103

Registered Affiliation(s):INVESTMENT DISTRIBUTORS, INC.

Disclosures:
Experience:
24 years registered
RB

Robin N Bolstad

Robin Noel Scherr
RR
CRD#: 4560035
Location:
Fargo, ND 58103

Registered Affiliation(s):LION STREET FINANCIAL, LLC

Disclosures:
Experience:
24 years registered
MM

Matthew Darwin Moxness

RR
CRD#: 3210916
Location:
West Fargo, ND 58078

Registered Affiliation(s):FBL MARKETING SERVICES, LLC

Disclosures:
Experience:
24 years registered
GJ

Gregory Keith Johnson

PR
CRD#: 4488177
Location:
Fort Mill, SC 29715

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
24 years registered
PM

Paul Stanley Meyers

IAR
RR
CRD#: 2158879
Location:
Fargo, ND 58106

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
35 years registered
DZ

Donald John Zerr

Don Zerr
RR
CRD#: 4691138
Location:
Fargo, ND 58103

Registered Affiliation(s):FARMERS FINANCIAL SOLUTIONS, LLC

Disclosures:
Experience:
23 years registered
BV

Bruce Alan Vangsnes

Bruce Vangsnes
IAR
CRD#: 5526908
Location:
Fargo, ND 58103

Registered Affiliation(s):SECURE FINANCIAL ADVISORY, LLC

Disclosures:
Experience:
18 years registered
DD

Derrick D Dinger

RR
CRD#: 4627510
Location:
Fargo, ND 58104

Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Disclosures:
Experience:
23 years registered
AM

Angela Mccarthy

Angie Mc Carthy, Angela Molly Erickson, Angela Mollie Mc Carthy, Angela Mollie Mccarthy, Angie Mccarthy
IAR
RR
CRD#: 2266562
CFP®: Certified Financial Planner
Location:
Fargo, ND 58104

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
30 years registered
BS

Bryan Keith Swenson

RR
CRD#: 4785728
Location:
Dilworth, MN 56529

Registered Affiliation(s):FBL MARKETING SERVICES, LLC

Disclosures:
Experience:
22 years registered
JS

Jay Stibbe

Jay Paul Stibbe
IAR
RR
CRD#: 2660466
Location:
West Fargo, ND 58078

Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Disclosures:
Experience:
31 years registered
TN

Troy Von Narum

Troy V Narum
IAR
RR
CRD#: 2579585
Location:
Fargo, ND 58103

Registered Affiliation(s):OAKWOOD CAPITAL, INC.

Disclosures:
Experience:
31 years registered
FO

Francine Marie Osse

Francine Marie French
RR
CRD#: 4899002
Location:
Fargo, ND 58102

Registered Affiliation(s):INFINEX INVESTMENTS, INC.

Disclosures:
Experience:
18 years registered
TH

Tamera Gayle Hanson

Tamera Gayle Bondy, Tammy Gayle Bondy, Tammy Gayle Hanson
RR
CRD#: 5557368
Location:
Fargo, ND 58104

Registered Affiliation(s):COUNTRY CAPITAL MANAGEMENT COMPANY

Disclosures:
Experience:
18 years registered
DL

Dallas Scott Leichtenberg

PR
CRD#: 5198789
Location:
Bloomington, IL 61701

Registered Affiliation(s):COUNTRY CAPITAL MANAGEMENT COMPANY

Disclosures:
Experience:
20 years registered
MH

My T Highman

RR
CRD#: 5307816
Location:
Fargo, ND 58103

Registered Affiliation(s):NYLIFE SECURITIES LLC

Disclosures:
Experience:
19 years registered
AD

Andrew Martin Dunphy

Andrew M Dunphy, Andy Dunphy
RR
CRD#: 5288222
Location:
Fargo, ND 58104

Registered Affiliation(s):COUNTRY CAPITAL MANAGEMENT COMPANY

Disclosures:
Experience:
19 years registered
TF

Turner Steven Fixen

RR
CRD#: 5431143
Location:
Fargo, ND 58104

Registered Affiliation(s):PRIVATE PLACEMENT INSURANCE PRODUCTS, LLC

Disclosures:
Experience:
19 years registered

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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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