Find Top Financial Advisors Near South Dakota
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HAHN FINANCIAL GROUP
HAHN FINANCIAL GROUP
Sioux Falls, South Dakota
Hahn Financial Group, based out of Sioux Falls, SD, is a reputable local investment advisory firm with over 1,070 individual clients and more than $83,876,000 in assets under management. With their dedication to client satisfaction, Hahn Financial Group has established itself as a trusted partner in wealth management. They offer comprehensive services that extend beyond investment advisory, including insurance brokering. With a strong focus on retirement planning, Hahn Financial Group manages a significant portion of their assets in employer 401(k) plans and individual retirement accounts. They possess the expertise and experience necessary to effectively administer and optimize 401(k) plans for both employers and employees. Moreover, their discretionary management approach ensures that all assets under their care receive attentive and personalized attention. The firm's compensation structure encompasses various types, one of which includes a percentage-based fee calculated on the assets under management. This aligns their interests with those of their clients, fostering a mutually beneficial relationship. Hahn Financial Group boasts a team of 15 skilled professionals, with eight dedicated to providing investment advisory services. Each advisor, on average, oversees approximately $10,480,000 in assets under management, highlighting their competence in delivering tailored financial solutions. The firm takes pride in its longstanding advisors, some of whom have been with the company for many years. Among them are Michael Lendt, Verlyn Hahn, and Kelly Hahn, who bring a wealth of experience and expertise to the table. Their contributions contribute to the firm's commitment to excellence and the provision of exceptional financial guidance.
HI-LINE CAPITAL MANAGEMENT, LLC
HI-LINE CAPITAL MANAGEMENT, LLC
Watertown, South Dakota
Hi-Line Capital Management, LLC, a local investment advisory firm based out of Watertown, SD, boasts a team of 8 highly skilled professionals. Among them, 6 dedicated individuals provide exceptional investment advisory services. With an impressive average of approximately $163,680,000 in assets under management per investment advisor, Hi-Line Capital Management surpasses the industry average by a significant margin. The firm's compensation structure is diverse, offering various options such as a percentage of assets under management and performance-based fees. This ensures that clients' interests are aligned with the firm's success. Hi-Line Capital Management caters to over 100 individual clients, expertly managing their assets, which amount to an impressive $509,830,000 in total. Notably, 99% of the assets entrusted to Hi-Line Capital Management are under discretionary management, exemplifying the firm's commitment to providing comprehensive and personalized financial solutions. With its extensive expertise and dedication to serving clients' unique needs, the firm has built a strong reputation for delivering exceptional results. Hi-Line Capital Management, LLC operates from a single office, and its team includes some of the most experienced advisors in the industry. Matthew Roby, Kasey Chapin, and Michael Anderson are among the firm's longest-tenured advisors, contributing their wealth of knowledge and expertise to the success of the firm and the satisfaction of its valued clients. As a trusted partner in wealth management, Hi-Line Capital Management continues to provide top-tier advisory services tailored to help clients achieve their financial goals.
ASPEN PRIVATE ADVISORS, LLC
ASPEN PRIVATE ADVISORS, LLC
Sioux Falls, South Dakota
Aspen Private Advisors, LLC is a small investment advisory firm based out of Sioux Falls, SD. With a single office location, the company is dedicated to providing exceptional investment advisory services. Comprised of four highly skilled professionals, each investment advisor at Aspen Private Advisors brings extensive expertise to the table. On average, they oversee an impressive $32,600,000 in assets under management per advisor. Aspen Private Advisors employs a diverse compensation structure, offering clients flexibility in payment options. This includes a percentage of assets under management, hourly charges, and fixed fees. While the firm's assets under management primarily consist of discretionary funds, they also possess the capability to manage employer funds, although 401K and individual accounts make up less than 30% of their total assets under management. Catering predominantly to high net worth individuals, Aspen Private Advisors manages a substantial portfolio for over 60 individual clients. These valued clients have entrusted the firm with assets exceeding $130,380,000, a testament to the company's ability to deliver impressive investment results. The experienced team at Aspen Private Advisors includes several long-tenured advisors who have played pivotal roles in the firm's success. Among them are Meghan Kramer, Todd Dathe, and Jeremy Sorenson, all of whom bring deep industry knowledge and unwavering dedication to their clients. Driven by their commitment to excellence and personalized service, Aspen Private Advisors, LLC stands as a trusted partner for individuals seeking expert investment advice and effective wealth management strategies.
ELGETHUN CAPITAL MANAGEMENT
ELGETHUN CAPITAL MANAGEMENT
Sioux Falls, South Dakota
Elgethun Capital Management, a local investment advisory firm based in Sioux Falls, SD, is committed to providing expert financial guidance and investment solutions to clients. With one office and a team of seven dedicated professionals, the firm specializes in offering comprehensive investment advisory services. With an average of $99,330,000 in assets under management per investment advisor, Elgethun Capital Management's performance aligns with the industry average. The firm's compensation structure is designed to meet diverse client needs, offering various options such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. While less than 30% of their assets under management are comprised of 401K and individual accounts, Elgethun Capital Management possesses the expertise to manage employer funds. Remarkably, all the assets they manage are discretionary, enabling them to act in the best interests of their clients. Elgethun Capital Management predominantly serves high-net-worth individuals, boasting a substantial client base of over 100 individuals with a total of $695,335,000 in assets under management. The firm takes pride in its team of experienced advisors, including Patrick Baird, Austin Wagner, and John Barker, who have demonstrated their commitment and loyalty to the firm over many years. As a trusted local partner, Elgethun Capital Management strives to create lasting relationships with its clients by delivering tailored investment strategies and personalized advice. Their dedication to exceptional service and their deep understanding of the financial markets make them a valuable asset to investors seeking reliable and insightful guidance for their financial future.
LAUER CAPITAL MANAGEMENT LTD
LAUER CAPITAL MANAGEMENT LTD
Sioux Falls, South Dakota
Lauer Capital Management Ltd is a small investment advisory firm based out of Sioux Falls, SD. With one office, the company provides personalized investment advisory services to a diverse clientele. Led by Richard Lauer and E. Fromelt, two of the longest tenured registered advisors, the firm boasts a team of three dedicated professionals. With an average of approximately $276,910,000 in assets under management per investment advisor, Lauer Capital Management Ltd has established itself as a leading player in the industry. Their expertise and client-centric approach have contributed to their high success rate in managing portfolios. Lauer Capital Management Ltd's compensation structure offers flexibility and includes various types such as a percentage of assets under management and hourly charges. While the firm predominantly manages discretionary assets, they also possess the capability to oversee employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. The firm primarily caters to high net worth individuals, serving over 40 individual clients with a combined total of more than $276,911,000 in assets under management. Lauer Capital Management Ltd's commitment to delivering exceptional service and generating favorable returns has earned them a reputation as a trusted partner for wealth management and investment advisory services. Overall, Lauer Capital Management Ltd stands out in the industry due to its experienced team, impressive assets under management, and dedication to providing tailored financial solutions to its discerning clientele.
SAGE CAPITAL ADVISORS, LLC
SAGE CAPITAL ADVISORS, LLC
Sioux Falls, South Dakota
Sage Capital Advisors, LLC, based out of Sioux Falls, SD, is a local investment advisory firm with a solid presence in the industry. With over 110 individual clients and an impressive $359,772,000 in assets under management, they have established themselves as a trusted partner for their clients' financial needs. Operating from four offices, Sage Capital Advisors offers a range of services tailored to meet the diverse investment goals of their clientele. While employer funds are a significant part of their portfolio, representing more than 70% of their assets under management, Sage Capital Advisors also adeptly manages 401K and individual accounts. With 85% of their assets under management falling within the discretionary category, clients entrust the firm with decision-making authority, showcasing their confidence in Sage Capital Advisors' expertise. Their compensation structure is designed to cater to their clients' preferences, including a percentage of assets under management and hourly charges, ensuring transparency and flexibility. With a team of eight dedicated employees, seven of whom provide investment advisory services, Sage Capital Advisors maintains a favorable client-to-advisor ratio. Each investment advisor at the firm oversees an average of approximately $51,400,000 in assets under management, aligning with industry standards. Sage Capital Advisors boasts a team of seasoned professionals, including notable advisors such as J Dyer, Matthew Johnson, and Diana Blair, who have demonstrated long-term commitment and expertise within the firm. With their comprehensive services and a track record of success, Sage Capital Advisors is well-equipped to guide clients towards achieving their financial objectives.
PARVIN ASSET MANAGEMENT, LLC
PARVIN ASSET MANAGEMENT, LLC
Sioux Falls, South Dakota
Parvin Asset Management, LLC, a reputable investment advisory firm headquartered in Sioux Falls, SD, caters to a select clientele seeking comprehensive wealth management solutions. With a focus on high net worth individuals, the firm manages a substantial portfolio of over $132,272,000 in assets under management for more than 90 individual clients. Operating as a small but dedicated firm, Parvin Asset Management, LLC boasts a single office in Sioux Falls. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the expertise and capability to effectively handle employer funds. This versatility enables them to meet the unique investment needs of their clients across various sectors. With an impressive 98% of the assets they manage falling under discretionary management, Parvin Asset Management, LLC operates with a high level of trust and autonomy. Their compensation structure is designed to align with client interests and includes a percentage of assets under management. The firm prides itself on a skilled team of six employees, three of whom provide investment advisory services. Each investment advisor at Parvin Asset Management, LLC oversees an average of approximately $44,090,000 in assets under management, reflecting their commitment to delivering personalized attention and tailored strategies. Among their accomplished advisors, Richard Preston stands as one of the longest-tenured registered advisors, having joined the firm in 2022. With his extensive experience and industry knowledge, Preston contributes to the firm's success and reinforces their commitment to client satisfaction.
KAHLER FINANCIAL GROUP, INC.
KAHLER FINANCIAL GROUP, INC.
Rapid City, South Dakota
Kahler Financial Group, Inc., based out of Rapid City, SD, is a small investment advisory firm specializing in managing assets for high net worth individuals. With over 50 individual clients and more than $158,100,000 in assets under management, Kahler Financial Group offers comprehensive financial solutions tailored to meet their clients' unique needs. While the firm primarily focuses on discretionary management, they also possess the expertise to oversee employer funds, though such accounts constitute less than 30% of their assets. Kahler Financial Group's compensation structure encompasses various methods, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and transparency for their clients. With a team of four dedicated professionals, all of whom provide investment advisory services, Kahler Financial Group boasts an impressive average of approximately $39,530,000 in assets under management per investment advisor. The firm prides itself on the longevity and expertise of its advisors, with notable individuals such as Brendan Pheasant, Nathaniel Gehring, and Richard Kahler serving as some of the longest-tenured members of the team. As a trusted partner, Kahler Financial Group prioritizes building lasting relationships with their clients, delivering personalized investment strategies, and providing sound financial advice. With their deep knowledge of the industry and commitment to exceptional service, Kahler Financial Group, Inc. continues to support their clients in achieving their financial goals.
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BMS FINANCIAL ADVISORS, LLC
BMS FINANCIAL ADVISORS, LLC
Rapid City, South Dakota
BMS Financial Advisors, LLC is a small investment advisory firm located in Rapid City, SD. With one office, they have established themselves as a trusted financial partner in the region. Led by a team of experienced professionals, BMS Financial Advisors provides comprehensive investment advisory services to a diverse clientele. With a total of 10 employees, BMS Financial Advisors boasts a knowledgeable team, with four dedicated investment advisors. These advisors collectively manage an average of $46,640,000 in assets under management, which aligns with the industry average. Their compensation structure is flexible, offering a variety of options including a percentage of assets under management, hourly charges, and fixed fees. The firm has developed expertise in managing employer 401Ks and individual assets, with approximately half of their assets under management coming from these sources. With over 820 individual clients and a staggering $387,987,000 in assets under management, BMS Financial Advisors has gained a solid reputation in the field. A notable aspect of their services is that 98% of the assets they manage are discretionary, indicating a high level of trust and confidence from their clients. Among their team, BMS Financial Advisors boasts advisors with extensive tenure, including Jarrett Apa, Douglas Maher, and Hugh Boyle, who bring a wealth of experience to the firm. BMS Financial Advisors, LLC is committed to providing personalized and strategic financial guidance to help their clients achieve their investment goals. Through their expertise and dedication, they have established themselves as a reputable firm in the financial advisory industry.
BIG SIOUX WEALTH MANAGEMENT
BIG SIOUX WEALTH MANAGEMENT
Watertown, South Dakota
Big Sioux Wealth Management is a small investment advisory firm based out of Watertown, SD. With two offices, they provide personalized investment advisory services to a diverse clientele. Comprised of a dedicated team of two professionals, Big Sioux Wealth Management boasts an average of $88,070,000 in assets under management per investment advisor, aligning with industry standards. Their compensation structure caters to clients' needs, offering a variety of options such as a percentage of assets under management and hourly charges. Demonstrating their expertise, approximately half of their assets under management come from employer 401Ks and individual investors, showcasing their strong track record in this space. With 81% of the assets they manage being discretionary, Big Sioux Wealth Management ensures clients have the freedom to entrust their investments and financial decisions to the firm's capable hands. Additionally, the company also serves as an insurance broker or agent, expanding their services to further meet clients' needs. Big Sioux Wealth Management has established itself as a trusted advisor in the industry, managing assets worth over $176,135,000 for more than 1,270 individual clients. Two of the longest tenured registered advisors at the firm are Dustin Padgett and McKay Parr, who bring their extensive experience and expertise to the table, ensuring clients receive top-notch financial guidance.
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