City
Wealth management firms in Sioux Falls, South Dakota
As of October 2, 2026, 26 wealth management firms, including broker-dealer firms, with their main office in Sioux Falls, South Dakota reported $4.2 billion in regulatory assets under management; the largest by assets was Compass Financial Group, Inc, with $1.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 26
- Regulatory assets under management
- $4.2 billion
- Average per firm
- $160.5 million
- SEC-registered, of those listed
- 6 of 26 (23.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Compass Financial Group, Inc | SEC | $1.5 billion | 2,826 |
| 2 | Elgethun Capital Management | SEC | $1.1 billion | 943 |
| 3 | Lauer Capital Management Ltd | SEC | $322.7 million | 92 |
| 4 | Aspen Private Advisors, LLC | SEC | $199.9 million | 475 |
| 5 | Hahn Financial Group | SEC | $188.7 million | 3,363 |
| 6 | Prairie View Wealth Partners LLC | SEC | $171.2 million | 186 |
| 7 | Impact Wealth Management | State | $103.9 million | 453 |
| 8 | Hyline Wealth | State | $103.4 million | 401 |
| 9 | Gabe Nelson Financial, Inc. | State | $91.3 million | 808 |
| 10 | Make Way Wealth Management | State | $80.5 million | 331 |
| 11 | Alternative Strategies Group, Inc. | State | $74.2 million | 796 |
| 12 | Thompson Private Wealth | State | $73.8 million | 557 |
| 13 | TDT Financial Inc | State | $45.0 million | 121 |
| 14 | Resolve Capital Management LLC | State | $41.7 million | 140 |
| 15 | Intelligent Investments | State | $17.2 million | 164 |
| 16 | Adrionic Technologies LLC | State | $15.4 million | 30 |
| 17 | Pathway Investments, LLC | State | $6.2 million | 68 |
| 18 | Skinner Financial Services | State | $4.9 million | 47 |
| 19 | Wealthier Way, LLC | State | $3.3 million | 18 |
| 20 | Castellum Capital Management LLC | State | $2.8 million | 13 |
| 21 | Klocker Investment Advisers | State | $2.4 million | 15 |
| 22 | Soaring Investment Management, LLC | State | $1.5 million | 35 |
| 23 | Pikila | State | $1.2 million | 1 |
| 24 | Malcolm Capital Management LLC | State | $223,401 | 6 |
| 25 | Lapistone Advisors LLC | State | $0 | 0 |
| 26 | Tallgrass Wealth Management, Inc. | State | $0 | 0 |
Wealth management firms in South Dakota, including every city.
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.