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Best financial advisors in Fargo, ND

Registered advisers within 25 miles of Fargo, ND.

Offices
175
Firms
66
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
1.58M
1,578,608 clients when Item 5C has a number
Avg / client
$7.21M
Combined AUM ÷ clients

Nearby offices

Firms

FINANCIAL STRATEGIES GROUP
SHOCKMAN FINANCIAL
LPL FINANCIAL LLC
CSENGE ADVISORY GROUP, LLC
EDWARD JONES
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
EIGHTH WONDER INVESTMENTS
MARINER
LPL ENTERPRISE, LLC
SPC
AMERIPRISE FINANCIAL SERVICES, LLC
FJELL CAPITAL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THORESON STEFFES
PRIME CAPITAL FINANCIAL

Investors

MICHAEL VICTOR YOUNG
DOUGLAS GENE SCHMITZ
Austin Thomas Avery
CRAIG ALAN ROTTMAN
THOMAS MICHAEL SHOCKMAN
ODIN CARL HELGERSON
TAWNA Leah HERMANSON
Timothy Paul Oehlke
Austin Scott Oehlke
JOHN MARVIN KUHN
RYAN JAMES THOMPSON
LANCE KENNETH OLSON
Eric Robert Carlson
Jacob August Thielges
ASHLEY NICHOLE Haroldson
Joseph Daniel Keimig
JILL J KLOSE
DAREN LEE PLADSON
KURT ALAN NYGAARD
JAMES LEROY DRUMMOND
ASHLEY Z GAGNER
Joshua Jay Ackerson
Daniel Brian Schuster
THOMAS MARTIN STADUM
Jacob Bill Radke
WARREN WALTER WILSON
KELLY L STEFFES
RICHARD DUANE THORESON
PAUL JARVIS
ERIC HERZOG
Erin Jean Kiesow
STACEY L ROBINSON

Within 25 miles of Fargo, ND, Best Investors lists 66 registered investment advisory firms with 175 offices nearby, managing about $11.4T in combined regulatory AUM across 1,578,608 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Fargo

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM