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.
| 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
- Independent RIAs with the most high net worth clients, nationally
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- Independent RIAs with the most clients in North Dakota
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- Independent RIAs with the most advisory staff in North Dakota
- Independent RIAs with the most CFP professionals in North Dakota
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Most high net worth clients by state
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- District of Columbia
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Puerto Rico
- U.S. Virgin Islands
- Guam
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.