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Ranking, North Dakota

Independent RIAs with the most high net worth clients in North Dakota

As of October 2, 2026, Brady Martz Wealth Solutions, LLC ranked #1 in North Dakota in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 134.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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.

Independent RIAs with the most high net worth clients in North Dakota
Rank Firm City Most high net worth clients
1 Brady Martz Wealth Solutions, LLC Grand Forks 134
2 Prairiewood Wealth Management Fargo 129
3 Johnson Wealth Management, LLC Grand Forks 99
4 Financial Strategies Group Fargo 57
5 Wealth Forward, LLC Fargo 51
6 Fjell Capital Fargo 48
7 Capital City Wealth Management, Inc. Bismarck 40
8 Light Financial Services, Inc. Fargo 33
9 Complete Investment Advisory, LLC Fargo 31
10 Schmidt Wealth Management Fargo 23
11 Strategic Financial Inc. West Fargo 20
11 Fleischer & Johnson Wealth Management, Inc. Bismarck 20
13 Shockman Financial Fargo 16
14 Bona Fide Finance Mandan 8
15 Cultivate Financial Fargo 7
16 Thoreson Steffes Fargo 5
16 Retirement Resource Wealth Management, LLC West Fargo 5
18 Triton Investments, LLC Bismarck 4
19 Ins Capital Management, LLC Dickinson 3
20 Eighth Wonder Investments Fargo 2

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

More rankings

Most high net worth clients 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.