Classic Asset Management, LLC is a highly reputable investment advisory firm headquartered in Fargo, ND. With a team of 12 skilled professionals, including 6 investment advisors, they offer comprehensive financial services to a diverse clientele. Their average assets under management per investment advisor stands at an impressive $264,430,000, surpassing the industry average. The firm's compensation structure encompasses various types, such as a percentage of assets under management and performance-based fees, ensuring alignment with client goals. Classic Asset Management, LLC takes pride in serving over 870 individual clients, managing assets totaling more than $158,396,000. Notably, over 80% of these assets comprise employer 401K plans and individual accounts, highlighting their expertise in these areas. They possess extensive knowledge and capabilities to effectively manage employer-sponsored retirement plans for both employers and employees. With an unwavering commitment to their clients, Classic Asset Management, LLC operates with discretion, as 99% of the assets they manage are discretionary. Their investment strategies are designed to align with individual client objectives and risk tolerance, allowing for tailored financial solutions. As a local firm with a deep understanding of the regional market, Classic Asset Management, LLC maintains a single office in Fargo, ND. The company takes pride in the tenure and expertise of its advisors, with seasoned professionals like Michael Young, Craig Rottman, and Douglas Schmitz contributing to its success. Clients can trust in their comprehensive knowledge, experience, and dedication to delivering personalized and effective investment advice.

Prairiewood Wealth Management, based out of West Fargo, ND, is a small investment advisory firm committed to providing expert financial guidance to its clients. With a team of two highly experienced and knowledgeable advisors, they specialize in offering personalized investment advisory services to a diverse clientele. The firm manages an impressive average of approximately $108,740,000 in assets per investment advisor, which aligns with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring that their interests are aligned with those of their clients. With over 70 individual clients, Prairiewood Wealth Management oversees a substantial total of $151,377,000 in assets under management. Primarily catering to high net worth individuals, they have gained a reputation for their ability to effectively manage significant amounts of wealth. Although 401K and individual accounts comprise less than 30% of their assets, the firm possesses the expertise and capacity to handle employer funds as well. Operating with discretion, Prairiewood Wealth Management ensures that all assets under their management receive meticulous attention and care. With one office location, the firm has established itself as a trusted and reliable partner for individuals seeking professional investment advisory services in the West Fargo area. Steven Nelson and Nathan Anderson, two of the longest-tenured registered advisors, contribute their extensive expertise and industry knowledge to the success and reputation of Prairiewood Wealth Management. As a team, they strive to exceed client expectations by delivering tailored financial strategies and comprehensive wealth management solutions.

Light Financial Services, Inc., based out of Fargo, ND, is a reputable small investment advisory firm catering to a diverse client base of over 580 individuals. With more than $103,837,000 in assets under management, they possess the experience and expertise to effectively handle investment portfolios. Focusing on employer 401K plans and individual accounts, over 80% of their managed assets comprise these categories. The firm prides itself on its ability to expertly manage 401K plans for both employers and employees, offering comprehensive services to meet their specific needs. Boasting a discretionary management approach, Light Financial Services, Inc. exercises full control over 99% of the assets they oversee. Their compensation structure provides flexibility for clients, offering various options such as a percentage of assets under management and fixed fees. This ensures a tailored approach to suit individual preferences and financial goals. With a dedicated team of two employees, each serving as investment advisors, Light Financial Services, Inc. maintains a high level of personalized attention for their clients. On average, they manage approximately $51,920,000 in assets per investment advisor, which aligns with industry standards. Notably, Paul Light and Samantha Blanchette stand as the firm's longest-tenured registered advisors, contributing their extensive knowledge and experience to the team. Light Financial Services, Inc. is committed to delivering professional, client-centric investment advisory services, providing individuals and employers with the guidance and expertise needed to navigate the complexities of the financial landscape.

Eide Bailly Advisors, LLC is a prominent investment advisory firm located in Fargo, ND. With a strong presence in the market, they operate from 10 strategically placed offices, ensuring a wide-reaching and personalized service for their clients. Boasting a team of 16 highly skilled professionals, Eide Bailly Advisors, LLC specializes in providing comprehensive investment advisory services to a diverse range of clients. With an average of $76,680,000 in assets under management per investment advisor, Eide Bailly Advisors, LLC maintains an industry-standard level in terms of assets managed. Their compensation structure is designed to align with clients' needs, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. While less than 30% of their assets under management are comprised of 401K and individual accounts, Eide Bailly Advisors, LLC possesses the expertise and capability to effectively manage employer funds. A significant portion, 55%, of the assets they manage is discretionary, indicating their ability to make independent decisions to maximize returns for their clients. The firm primarily serves high-net-worth individuals, who entrust Eide Bailly Advisors, LLC with over $1,226,839,000 in assets under management across more than 600 individual client accounts. Notably, Eide Bailly Advisors, LLC benefits from the expertise of their experienced advisors, including Jill Floden, June Lonnquist, and Bradley Kelley, who have demonstrated their commitment to the firm over the years. With their extensive knowledge, personalized approach, and a strong track record of success, Eide Bailly Advisors, LLC is well-positioned to continue providing top-tier investment advisory services to their valued clients in Fargo, ND, and beyond.

Johnson Wealth Management, LLC, a small investment advisory firm based out of Grand Forks, ND, is dedicated to helping clients achieve their financial goals. With over 50 individual clients, they manage an impressive portfolio of assets totaling more than $169,427,000. While specializing in high net worth individuals, Johnson Wealth Management also has the capability to expertly manage employer funds. All assets under their management are discretionary, ensuring that clients' investments are handled with the utmost care and expertise. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. This allows them to tailor their services to meet each client's unique needs and preferences. With a team of one highly experienced employee, Johnson Wealth Management provides personalized investment advisory services to all of their clients. The firm prides itself on its exceptional level of service and commitment to building long-term relationships with their clients. Derrick Johnson, one of the firm's longest-tenured registered advisors, has been with Johnson Wealth Management since 2014. His expertise, combined with the firm's comprehensive approach to wealth management, ensures that clients receive sound financial guidance and strategies. Johnson Wealth Management's average assets under management per investment advisor, approximately $169,430,000, exceeds the industry average, further highlighting their commitment to excellence. With a strong track record and a focus on delivering exceptional results, Johnson Wealth Management stands out as a trusted partner in helping clients navigate the complexities of the financial markets and achieve their financial objectives.

Wealth Forward, LLC, an esteemed investment advisory firm based in Fargo, ND, is dedicated to guiding clients towards financial prosperity. With one office location, this small yet influential company is powered by a team of three committed professionals, two of whom serve as expert investment advisors. Their noteworthy average of approximately $70,120,000 in assets under management per investment advisor aligns with industry standards, demonstrating their competence in navigating the complexities of the financial market. A diverse compensation structure, encompassing a percentage of assets under management, hourly charges, and fixed fees, ensures that Wealth Forward, LLC offers flexible options tailored to their clients' preferences. Their robust expertise in handling employer 401Ks and individual accounts is evident, as these sources contribute to nearly half of their extensive assets under management. Notably, an impressive 93% of the assets they oversee are managed with discretionary authority, allowing for agile decision-making and the potential for optimized returns. In addition to their investment advisory services, Wealth Forward, LLC extends its offerings to encompass insurance brokerage and collaboration with reputable accounting firms. By providing these comprehensive services, they ensure that clients receive comprehensive financial guidance and support. With a substantial client base comprising over 300 individuals, Wealth Forward, LLC skillfully manages assets exceeding $140,230,000, a testament to their reliability and reputation. Among their accomplished team, Ryan Berg and Stephanie Ternes stand as the firm's longest-tenured registered advisors, embodying the steadfast commitment and exceptional service synonymous with Wealth Forward, LLC. As a trusted and forward-thinking investment advisory firm in Fargo, ND, Wealth Forward, LLC continues to empower clients on their wealth-building journey through personalized strategies and a results-oriented approach.