Adviser Record

Investment advisers in ND

9 SEC-registered firms · $3.54 billion in regulatory assets · 1 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
Brady Martz Wealth Solutions, LLCGrand Forks$795.3 million0
Capital City Wealth Management, Inc.Bismarck$130.0 million0
Financial Strategies GroupFargo$189.1 million3
Fjell CapitalFargo$187.0 million0
Johnson Wealth Management, LLCGrand Forks$323.4 million0
Light Financial Services, Inc.Fargo$175.5 million0
Prairiewood Wealth ManagementFargo$365.4 million0
Viking Fund Management LLCMinot$1.15 billion0
Wealth Forward, LLCFargo$228.1 million0