Top 9 advisors in South Dakota
We’ve curated a list of the best financial advisors in South Dakota, take a look at it below
Find an advisor in South Dakota1. Standard Family Office, LLC
Assets under management
$868,470,134
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Compass Financial Group, Inc
Assets under management
$807,000,000
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
3. Elgethun Capital Management
Assets under management
$695,335,442
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Publication Of Periodicals Or Newsletters
4. Professional Financial Services, Inc.
Assets under management
$190,448,052
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
5. Kahler Financial Group, Inc.
Assets under management
$150,100,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
BLENDED FEES BASED ON % OF AUM, NW AND SCOPE OF ENGAGEMENT
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Consultation,financial Coaching (individual & Group), Columnist & Author, Educational Workshops And Seminars
6. Aspen Private Advisors, LLC
Assets under management
$130,380,204
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
7. Parvin Asset Management, LLC
Assets under management
$129,834,821
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Bank Trust Dept. Portfolio Consulting, Non-discretionary
8. Resolve Capital Management LLC
Assets under management
$33,857,666
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
9. Parvin Fund Management
Assets under management
$4,595,778
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
How we came up with this list
To generate our top financial advisors list in South Dakota, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case South Dakota. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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