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Ranking, North Dakota

Wealth firms with the most advisory staff, including broker-dealer firms in North Dakota

As of October 2, 2026, Brady Martz Wealth Solutions, LLC ranked #1 in North Dakota in AdvisorIQ's ranking of wealth firms with the most advisory staff, including broker-dealer firms, with 8.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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.

Wealth firms with the most advisory staff, including broker-dealer firms in North Dakota
Rank Firm City Most advisory staff
1 Brady Martz Wealth Solutions, LLC Grand Forks 8
2 Financial Strategies Group Fargo 4
2 Prairiewood Wealth Management Fargo 4
4 Capital City Wealth Management, Inc. Bismarck 3
4 Triton Investments, LLC Bismarck 3
4 Fjell Capital Fargo 3
7 Johnson Wealth Management, LLC Grand Forks 2
7 Light Financial Services, Inc. Fargo 2
7 Wealth Forward, LLC Fargo 2
7 Complete Investment Advisory, LLC Fargo 2
7 Hendrickson Financial Services, LLC Dickinson 2
7 Retirement Resource Wealth Management, LLC West Fargo 2
7 Great Plains Advisory Services LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Fargo 2
14 Investment & Retirement Advisors, Inc. Williston 1
14 Ins Capital Management, LLC Dickinson 1
14 Schmidt Wealth Management Fargo 1
14 Strategic Financial Inc. West Fargo 1
14 Thoreson Steffes Fargo 1
14 Power Wealth Management, LLC Bismarck 1
14 Bona Fide Finance Mandan 1
14 Blake Wealth Strategies Grand Forks 1
14 Eighth Wonder Investments Fargo 1
14 Shockman Financial Fargo 1
14 Fleischer & Johnson Wealth Management, Inc. Bismarck 1
14 Cultivate Financial Fargo 1
14 Dakota Wealth Advisors LLC Bismarck 1
14 Flyway Financial Steele 1
14 21st Financial Grand Forks 1
14 McGorman Wealth Management Watford City 1
14 Strategic Applications and Solutions, LLC Bismarck 1

30 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Most advisory staff by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.