AUM per client for Multi-team firms serving clients in North Dakota

Multi-team firms active in North Dakota 44 firms

Very Low $1.1K-$160K

Low $160K-$340K

Typical $340K-$1.3M

High $1.3M-$1.3M

Very High $1.3M-$1.6M

5th 20th 40th 60th 80th 95th

Median: $550K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Madison Investment Advisors, LLC	Typical $430K	$6.3B	14,602	15%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Independent Advisor Alliance, llc	Typical $390K	$16B	42,227	37%
Geneos Wealth Management, Inc.	Typical $420K	$9B	21,267	3%
Novem Group	Typical $390K	$1.4B	3,513	7%
Csenge Advisory Group, LLC	Typical $430K	$3.1B	7,147	12%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
American Independent Securities Group, LLC	Low $220K	$970M	4,339	10%
G. A. Repple & Company	Low $220K	$680M	3,139	0%
Meridian Wealth Management, LLC	Typical $810K	$4.4B	5,366	19%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Corecap Advisors	Typical $410K	$4B	9,671	10%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
WORLD EQUITY GROUP, Inc.	Low $300K	$1B	3,151	4%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
CL Wealth Management LLC	Typical $340K	$730M	2,165	29%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
Concorde Asset Management, LLC	Low $160K	$590M	3,689	1%
BFC PLANNING, Inc.	Low $330K	$3.7B	11,327	5%
Kovack Advisors, inc.	Typical $430K	$5.6B	12,906	12%
Nbc Securities, Inc.	Typical $450K	$1.6B	3,508	8%
Balefire, LLC	Typical $600K	$1B	1,757	13%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
Diversify Advisory Services, LLC	Typical $840K	$4.4B	5,200	15%
Simplicity wealth	Low $200K	$1.7B	8,456	8%
SB Advisory, LLC	Low $260K	$400M	1,574	5%
On Investment Management CO	Low $320K	$3B	9,317	9%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Calton & Associates, Inc.	Low $290K	$1.4B	5,056	6%
Arete Wealth Advisors, LLC	Typical $480K	$2.6B	5,289	65%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Transce3nd LLC	Low $260K	$400M	1,581	13%
CGN Advisors, LLC	Typical $1.2M	$1.5B	1,281	38%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
Packerland Brokerage Services, Inc.	Low $280K	$1.3B	4,845	23%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Van Clemens Wealth Management, LLC	Typical $770K	$460M	599	32%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
XYPN Invest	Typical $1M	$650M	621	25%
MWA Financial Services Inc.	Low $310K	$620M	1,981	4%

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support