Watertown, SD Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Northrock Partners, LLC
Multi-team
Firm-wide stats for Northrock Partners, LLC
Clients per advisor
53 TypicalAvg AUM per client
$2,520,339 Very HighHNW client ratio
47% Very HighAbout
NorthRock Partners provides comprehensive wealth management and advisory services to individuals (including high-net-worth clients), trusts, estates, retirement plans, charitable organizations, and business entities. Services delivered through its wrap-fee Advisory Services Program include financial planning, portfolio management (discretionary and non-discretionary), and retirement-plan consulting, and the firm may serve ERISA plan clients in either a 3(21) or 3(38) capacity.
The firm describes a tailored, holistic investment approach rooted in broad asset allocation, diversification, and periodic rebalancing, and frequently uses Independent Managers to implement strategies while maintaining ongoing oversight. NorthRock also integrates private market allocations, including privately placed pooled vehicles and illiquid investments, into client portfolios where appropriate and uses AI and other automated tools to support tax-aware investing, risk assessment, and portfolio monitoring while retaining human review of recommendations.
NorthRock is notable among peers for sponsoring and advising private funds and accepting performance-based compensation (including carried interest) for certain fund investors, with private-fund and fund-level fees potentially included within client Program accounts. The firm also has affiliated tax and accounting services (NorthRock Partners Tax Services, LLC and Private Tax Services, LLC), employees who are licensed insurance agents, and strategic revenue-sharing relationships with managers such as CIO Capital Group, Coller, and other private-market partners—arrangements the firm discloses as creating potential conflicts that it addresses through its policies and oversight.
Based on Northrock Partners, LLC
Expertise
Based on Northrock Partners, LLC
Location
807 S Maple Street
Watertown SD 57201
Advisors at this office
3
Advisors at this office
Matthew N
CFP®, Series 66
Watertown, SD
Northrock Partners, LLC
Matthew Niederbaumer is a CFP® professional with 24 years of industry experience, currently serving at NorthRock Partners, LLC since 2026. His prior experience includes roles at Vantage Financial Partners, LLC; Thrivent Advisor Network, LLC; and THRIVENT FINANCIAL for Lutherans, where he worked from 2002 to 2020. Outside of his advisory work, Niederbaumer is the head golf and boys basketball coach at James Valley Christian School, overseeing programs for high school students. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and the use of Independent Managers, while integrating private market investments and utilizing AI tools for portfolio monitoring and tax-aware investing.
Adam W
CFP®, Series 66
Watertown, SD
Northrock Partners, LLC
Adam Walter is a CFP® with six years of experience in financial services. He currently works at NorthRock Partners, LLC and previously held roles at Vantage Financial and Thrivent Financial. Outside of his advisory work, he owns and operates Red Arrow Bowfishing, a bow fishing guide business in South Dakota. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach that includes diversification, asset allocation, and private market strategies, supported by AI tools alongside human oversight.
Abram C
Series 65
Watertown, SD
Northrock Partners, LLC
Abram Collaguazo is a financial advisor at NorthRock Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Vantage Financial Partners, LLC, along with teaching roles at South Dakota State University, West High School, North West Junior High School, and Wickham Elementary. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a tailored, holistic investment approach that includes diversified asset allocation, private market investments, and AI-supported portfolio management.
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