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:
PRAIRIEWOOD WEALTH MANAGEMENT
CRD#: 149007
Address: 3175 Sienna Dr S Ste 100, Fargo, ND 58104
Clients: 105
Average Clients per Advisor: 26
AUM: $ 365M
WEALTH FORWARD, LLC
CRD#: 159467
Address: 2632 47th St S. Suite 107, Fargo, ND 58104
Clients: 304
Average Clients per Advisor: 152
AUM: $ 228M
FINANCIAL STRATEGIES GROUP
CRD#: 122030
Address: 1220 28th Avenue North, Fargo, ND 58102
Clients: 602
Average Clients per Advisor: 150
AUM: $ 189M
FJELL CAPITAL
CRD#: 327541
Address: 27 10th Street North, Fargo, ND 58102
Clients: 154
Average Clients per Advisor: 51
AUM: $ 187M
LIGHT FINANCIAL SERVICES, INC.
CRD#: 131678
Address: 3575 45th St S Suite 112, Fargo, ND 58104
Clients: 588
Average Clients per Advisor: 294
AUM: $ 176M
COMPLETE INVESTMENT ADVISORY, LLC
CRD#: 166876
Address: 3211 Fiechtner Dr. Suite 6, Fargo, ND 58103
Clients: 158
Average Clients per Advisor: 79
AUM: $ 109M
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
Matthew Howard Engen
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jason Gordon Bedford
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Lisa Ann Juvette
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jody Ann Liljequist-greuel
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Lance T. Freier
Registered Affiliation(s):EDWARD JONES
Daniel V. Suckert
Registered Affiliation(s):EDWARD JONES
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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