Clients per advisor for Supported firms in North Dakota

In North Dakota, supported financial advisory firms tend to have a higher client load per advisor compared to the broader market. With 43 firms in the state, the median number of clients per advisor is 67, exceeding the national median of 47 for similar-sized firms. This suggests that advisors in North Dakota often manage larger client bases, potentially reflecting more structured, scalable service models rather than highly personalized approaches. Clients seeking more individualized attention may find fewer options here, while those comfortable with efficient, process-driven advisory relationships might benefit from the state’s typical firm structure.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Zacks Intelligence LLC	Very Low 1	1	1	7
Investment Consulting Services, LLC	Very Low 3	6	2	3
GT Investment Management, LLC	Very Low 9	35	4	4
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Innovation Partners LLC	Very Low 13	26	2	305
Thoreson Steffes	Very Low 15	30	2	2
Fairway Asset Management, LLC	Low 25	74	3	4
Bona Fide Finance	Low 26	51	2	4
Triton Investments, LLC	Low 26	77	3	3
Royal Road Wealth Partners, LLC	Low 34	67	2	2
Evergreen Wealth Advisors	Low 36	142	4	18
Datalign	Low 38	38	1	20
Imprint Wealth LLC	Low 38	76	2	7
TrueWealth Financial Partners	Low 39	156	4	4
Wealth Plus of the Dakotas, Inc.	Typical 43	128	3	4
Capital City Wealth Management, Inc.	Typical 45	135	3	6
Williams and Schiller Wealth Management, LLC	Typical 46	92	2	2
Eighth Wonder Investments	Typical 53	106	2	2
Jepsen Financial	Typical 55	55	1	3
Prairiewood Wealth Management	Typical 59	234	4	8
Make Way Wealth Management	Typical 60	120	2	2
Fjell Capital	High 67	202	3	4
Schmidt Wealth Management	High 68	68	1	4
Hendrickson Financial Services, LLC	High 74	148	2	2
Investable	High 81	81	1	4
Johnson Wealth Management, LLC	High 85	169	2	2
Great Plains Advisory Services LLC	High 86	172	2	2
Complete Investment Advisory, LLC	High 95	189	2	5
Future Bright	High 99	396	4	4
Boyle Capital	High 105	418	4	5
Coordinated Financial Services, Inc.	Very High 111	334	3	4
WNNW Wealth	Very High 128	385	3	6
Schwan Financial Advisors, LLC	Very High 131	261	2	2
Advisifi LLC	Very High 133	133	1	6
Financial Strategies Group	Very High 165	659	4	10
Retirement Resource Wealth Management, LLC	Very High 168	336	2	3
Wealth Forward, LLC	Very High 178	355	2	2
Dorval & Chorne Financial Advisors	Very High 221	663	3	7
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Ironwood Investment Management, LLC	Very High 288	288	1	8
Mann Financial Group	Very High 293	585	2	5
Light Financial Services, Inc.	Very High 311	621	2	2
Encore Wealth Advisors	Very High 437	437	1	4

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Clients per advisor for Supported firms serving clients in North Dakota