South Dakota · 29 firms
Trust & Estate Advisors in South Dakota
Advisers working with trusts, estates, and charitable organizations. Browse 29 advisers in South Dakota matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in South Dakota
COMPASS FINANCIAL GROUP, INC
Sioux Falls, SD
AUM
$1.23B
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM
605-338-7150
ELGETHUN CAPITAL MANAGEMENT
Sioux Falls, SD
AUM
$1.14B
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(605) 367-3336
HI-LINE CAPITAL MANAGEMENT, LLC
Watertown, SD
AUM
$756.6M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
605-878-0897
SAGE CAPITAL ADVISORS, LLC
Sioux Falls, SD
AUM
$629.8M
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
844-279-7243
LAUER CAPITAL MANAGEMENT LTD
Sioux Falls, SD
AUM
$322.7M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
605-357-8088
BIG SIOUX WEALTH MANAGEMENT
Watertown, SD
AUM
$235.2M
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
605-882-4280
ASPEN PRIVATE ADVISORS, LLC
Sioux Falls, SD
AUM
$199.9M
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
605-951-9620
HAHN FINANCIAL GROUP
Sioux Falls, SD
AUM
$188.7M
Team
9 advisors
Clients
—
Fees
Percentage of AUM
605-275-3600
KFG, LLC
Rapid City, SD
AUM
$188.1M
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
605-343-1400
PARVIN ASSET MANAGEMENT, LLC
Sioux Falls, SD
AUM
$179.0M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(610) 806-9001
APPLIED FINANCIAL WISDOM
Rapid City, SD
AUM
$130.3M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
301-570-8006
IMPACT WEALTH MANAGEMENT
Sioux Falls, SD
AUM
$103.9M
Team
3 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
6053330123
HYLINE WEALTH
Sioux Falls, SD
AUM
$103.4M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(605) 275-2343
MAKE WAY WEALTH MANAGEMENT
Sioux Falls, SD
AUM
$80.5M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
605-929-3875
WEALTH PLUS OF THE DAKOTAS, INC.
Aberdeen, SD
AUM
$79.3M
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
605-622-7801
ALTERNATIVE STRATEGIES GROUP, INC.
Sioux Falls, SD
AUM
$74.2M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
605-275-1011
THOMPSON PRIVATE WEALTH
Sioux Falls, SD
AUM
$73.8M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(605) 789-5988
IRON MOUNTAIN FINANCIAL PLANNING
Rapid City, SD
AUM
$42.3M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
605-787-1255
RESOLVE CAPITAL MANAGEMENT LLC
Sioux Falls, SD
AUM
$41.7M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
605-275-3446
WILLKATE WEALTH MANAGEMENT, LLC
Aberdeen, SD
AUM
$40.8M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
605-262-0308
MIDWEST FINANCIAL STRATEGIES
Watertown, SD
AUM
$39.4M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
605-878-2030
BIRCH INVESTMENT MANAGEMENT, L.L.C.
Brookings, SD
AUM
$23.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
605-250-3644
SKINNER FINANCIAL SERVICES
Sioux Falls, SD
AUM
$4.9M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(605) 331-4567
SCHWAN FINANCIAL ADVISORS, LLC
Aberdeen, SD
AUM
—
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
605-225-1047
40 total advisers in South Dakota. Browse all South Dakota advisors