Ranking, North Dakota

Wealth firms with the most high net worth clients, 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 high net worth clients, including broker-dealer firms, with 134.

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

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.

Wealth firms with the most high net worth clients, including broker-dealer firms 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	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	92
5	Financial Strategies Group	Fargo	57
6	Wealth Forward, LLC	Fargo	51
7	Fjell Capital	Fargo	48
8	Capital City Wealth Management, Inc.	Bismarck	40
9	Light Financial Services, Inc.	Fargo	33
10	Complete Investment Advisory, LLC	Fargo	31
11	Schmidt Wealth Management	Fargo	23
12	Strategic Financial Inc.	West Fargo	20
12	Fleischer & Johnson Wealth Management, Inc.	Bismarck	20
14	Shockman Financial	Fargo	16
15	Bona Fide Finance	Mandan	8
16	Cultivate Financial	Fargo	7
17	Thoreson Steffes	Fargo	5
17	Retirement Resource Wealth Management, LLC	West Fargo	5
19	Triton Investments, LLC	Bismarck	4
20	Ins Capital Management, LLC	Dickinson	3
21	Eighth Wonder Investments	Fargo	2

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

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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.