Rialytix insights

Top RIA Firms in North Dakota

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in North Dakota. This hub covers 9 matching firms with $3.5B in total reported AUM and median AUM of $228.1M.

Firms

9

Matching current profiles

Total AUM

$3.5B

Reported regulatory AUM

Median AUM

$228.1M

Across firms with AUM

Largest firm

$1.1B

Viking Fund Management LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent AUM1YR AUM3YR AUM5YR AUMTotal AUMEmployee SignalAccount Signal
1. Viking Fund Management LLC
CRD 107927 · Limited Liability Company
MINOT, ND$1.1B
Mar 2026
+$199.1M+20.9%+$298.2M+35.0%+$407.3M+54.9%+$380.3M+49.4%0 employees+0.0% over 3Y+1 accounts+9.1% over 3Y
2. Brady Martz Wealth Solutions, LLC
CRD 331043 · Limited Liability Company
GRAND FORKS, ND$795.3M
Nov 2025
+$195.9M+32.7%+$195.9M+32.7%+6 employees+120.0% over 1Y+561 accounts+115.7% over 1Y
3. Prairiewood Wealth Management
CRD 149007 · Limited Liability Company
FARGO, ND$365.4M
May 2026
+$91.4M+33.4%+$214.0M+141.4%+$245.4M+204.5%+$255.3M+231.8%+6 employees+300.0% over 3Y+644 accounts+115.6% over 3Y
4. Johnson Wealth Management, LLC
CRD 123105 · Limited Liability Company
GRAND FORKS, ND$323.4M
Mar 2026
+$66.5M+25.9%+$153.9M+90.9%+$157.7M+95.2%+$271.8M+527.3%+1 employees+100.0% over 3Y+197 accounts+49.4% over 3Y
5. Wealth Forward, LLC
CRD 159467 · Limited Liability Company
FARGO, ND$228.1M
Mar 2026
+$30.9M+15.7%+$87.9M+62.7%+$85.6M+60.0%+$118.8M+108.7%-1 employees-33.3% over 3Y+134 accounts+14.6% over 3Y
6. Financial Strategies Group
CRD 122030 · Limited Liability Company
FARGO, ND$189.1M
May 2026
+$19.3M+11.4%+$30.8M+19.4%+$19.2M+11.3%+$97.8M+107.1%-2 employees-16.7% over 3Y-545 accounts-28.8% over 3Y
7. Fjell Capital
CRD 327541 · Limited Liability Company
FARGO, ND$187.0M
Apr 2026
+$29.8M+19.0%-1 employees-20.0% over 1Y+16 accounts+2.5% over 1Y
8. Light Financial Services, INC.
CRD 131678 · Corporation
FARGO, ND$175.5M
Mar 2026
+$30.4M+21.0%+$71.7M+69.1%+$65.0M+58.8%0 employees+0.0% over 3Y+264 accounts+17.1% over 3Y
9. Capital City Wealth Management, INC.
CRD 172199 · Corporation
BISMARCK, ND$130.0M
Feb 2026
+$4.0M+3.2%+$4.0M+3.2%-1 employees-14.3% over 1Y0 accounts+0.0% over 1Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.