# Largest independent RIAs by assets under management in North Dakota

As of October 2, 2026, Brady Martz Wealth Solutions, LLC ranked #1 in North Dakota in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $795.3 million.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/north-dakota/

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: SEC-registered and state-registered firms that report RAUM, ranked by RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.
- unit: usd
- scope: North Dakota
- firms_listed: 25
- rows: rank: 1, crd: 331043, firm: Brady Martz Wealth Solutions, LLC, city: Grand Forks, state: ND, value: 795298629, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331043/; rank: 2, crd: 149007, firm: Prairiewood Wealth Management, city: Fargo, state: ND, value: 365413413, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149007/; rank: 3, crd: 123105, firm: Johnson Wealth Management, LLC, city: Grand Forks, state: ND, value: 323371310, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123105/; rank: 4, crd: 159467, firm: Wealth Forward, LLC, city: Fargo, state: ND, value: 228127843, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159467/; rank: 5, crd: 122030, firm: Financial Strategies Group, city: Fargo, state: ND, value: 189148000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122030/; rank: 6, crd: 327541, firm: Fjell Capital, city: Fargo, state: ND, value: 187026631, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327541/; rank: 7, crd: 131678, firm: Light Financial Services, Inc., city: Fargo, state: ND, value: 175538267, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131678/; rank: 8, crd: 172199, firm: Capital City Wealth Management, Inc., city: Bismarck, state: ND, value: 130000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172199/; rank: 9, crd: 166876, firm: Complete Investment Advisory, LLC, city: Fargo, state: ND, value: 109007964, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166876/; rank: 10, crd: 316194, firm: Fleischer & Johnson Wealth Management, Inc., city: Bismarck, state: ND, value: 102223433, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316194/; rank: 11, crd: 142302, firm: Schmidt Wealth Management, city: Fargo, state: ND, value: 96324737, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142302/; rank: 12, crd: 328341, firm: Retirement Resource Wealth Management, LLC, city: West Fargo, state: ND, value: 73531328, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328341/; rank: 13, crd: 285986, firm: Hendrickson Financial Services, LLC, city: Dickinson, state: ND, value: 71553199, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285986/; rank: 14, crd: 164425, firm: Thoreson Steffes, city: Fargo, state: ND, value: 49253138, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164425/; rank: 15, crd: 147215, firm: Strategic Financial Inc., city: West Fargo, state: ND, value: 40513042, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147215/; rank: 16, crd: 315529, firm: Shockman Financial, city: Fargo, state: ND, value: 35918770, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315529/; rank: 17, crd: 297585, firm: Triton Investments, LLC, city: Bismarck, state: ND, value: 17036932, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297585/; rank: 18, crd: 281078, firm: Bona Fide Finance, city: Mandan, state: ND, value: 15703197, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281078/; rank: 19, crd: 310103, firm: Eighth Wonder Investments, city: Fargo, state: ND, value: 12848399, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310103/; rank: 20, crd: 130701, firm: Ins Capital Management, LLC, city: Dickinson, state: ND, value: 11572634, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130701/; rank: 21, crd: 324454, firm: Flyway Financial, city: Steele, state: ND, value: 7939965, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324454/; rank: 22, crd: 306809, firm: Blake Wealth Strategies, city: Grand Forks, state: ND, value: 3978267, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306809/; rank: 23, crd: 318616, firm: Cultivate Financial, city: Fargo, state: ND, value: 3595602, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318616/; rank: 24, crd: 319527, firm: Dakota Wealth Advisors LLC, city: Bismarck, state: ND, value: 1528653, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319527/; rank: 25, crd: 338230, firm: 21st Financial, city: Grand Forks, state: ND, value: 525000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338230/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [RIA market data for North Dakota](https://advisoriq.com/ria/states/north-dakota/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/largest/north-dakota/

License: https://advisoriq.com/license/