How many financial advisors are in Fargo, North Dakota?

Falists lists 15 registered investment advisers with a principal office or filing address in Fargo, North Dakota, based on public SEC IAPD data.

How do financial advisors in Fargo charge fees?

Fee structures vary by firm. In Fargo, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Fargo?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

North Dakota · 15 advisers

Financial Advisors in Fargo, North Dakota

Looking for a financial advisor in Fargo, North Dakota? Falists indexes 15 SEC-registered and state-registered investment advisers in Fargo — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 12 firms list a website you can visit directly. Firms in this directory manage up to $365.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$365.4M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth13 Planning12 Trusts13 Retirement5 Institutional6

Top advisors in Fargo

Ranked by AUM · Fees, team & specialties at a glance

View all 15 →

PRAIRIEWOOD WEALTH MANAGEMENT

Fargo, ND

AUM

$365.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

701-234-0521

Full profile Visit site →

WEALTH FORWARD, LLC

Fargo, ND

AUM

$228.1M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

701-293-5789

Full profile Visit site →

FINANCIAL STRATEGIES GROUP

Fargo, ND

AUM

$189.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

701-234-0103

Full profile Visit site →

FJELL CAPITAL

Fargo, ND

AUM

$187.0M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

701-491-7600

Full profile Visit site →

LIGHT FINANCIAL SERVICES, INC.

Fargo, ND

AUM

$175.5M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

701.356.5106

Full profile Visit site →

COMPLETE INVESTMENT ADVISORY, LLC

Fargo, ND

AUM

$109.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

701-277-9392

Full profile Visit site →

SCHMIDT WEALTH MANAGEMENT

Fargo, ND

AUM

$96.3M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Hourly charges

(701) 478-8787

Full profile Visit site →

OMNIA FINANCE, LLC

Fargo, ND

AUM

$76.8M

InstitutionalFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Hourly charges; Fixed fees

701-371-4432

Full profile Visit site →

SHOCKMAN FINANCIAL

Fargo, ND

AUM

$35.9M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

701-941-2134

Full profile Visit site →

FORTIFY FINANCIAL GROUP, LLC

Fargo, ND

AUM

$16.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Hourly charges

701-353-1561

Full profile Visit site →

EIGHTH WONDER INVESTMENTS

Fargo, ND

AUM

$12.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; Hourly charges

218-790-4813

Full profile Visit site →

CULTIVATE FINANCIAL

Fargo, ND

AUM

$3.6M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

701-866-9678

Full profile Visit site →

GREAT PLAINS ADVISORY SERVICES LLC

Fargo, ND

AUM

$61.4M

Wealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

701-271-1590

Full profileNo website

THORESON STEFFES

Fargo, ND

AUM

$49.3M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

701-478-3338

Full profileNo website

PRINCIPAL HOSPITALITY BROKERS LLC

Fargo, ND

AUM

—

Team

1 advisors

Clients

Fees

SOLICITOR FEES

701-232-4020

Full profileNo website

More cities in North Dakota

Bismarck (4)Grand Forks (4)Dickinson (3)West Fargo (2)Minot (1)New Rockford (1)Williston (1)

Common questions

How many financial advisors are in Fargo, North Dakota?: 15 registered investment advisers are listed in our Fargo directory, sourced from public SEC filings.
What types of advisors are in Fargo?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Fargo?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.