Fiduciary advisors in South Dakota

13registered advisers
13fee-only verified

South Dakota's trust laws are among the most favorable in the nation, drawing wealth management activity that its population alone would not support. The state has 13 SEC-registered fiduciary advisors, all 13 fee-only. Dynasty trusts, asset protection trusts, and directed trusts are the specializations that define this small but distinctive market.

Cities

Rapid City2Sioux Falls9Watertown2

Top advisors

APPLIED FINANCIAL WISDOM

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rapid City, South DakotaCRD #164428
Typical Fee--
AUM$130M
Minimum--
Clients322

ASPEN PRIVATE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sioux Falls, South DakotaCRD #297639
Typical Fee--
AUM$177M
Minimum--
Clients458

BIG SIOUX WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Watertown, South DakotaCRD #299593
Typical Fee--
AUM$235M
Minimum--
Clients1,957

COMPASS FINANCIAL GROUP, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sioux Falls, South DakotaCRD #157109
Typical Fee--
AUM$1.2B
Minimum--
Clients8,015

ELGETHUN CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sioux Falls, South DakotaCRD #127616
Typical Fee--
AUM$885M
Minimum--
Clients878

HAHN FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sioux Falls, South DakotaCRD #169787
Typical Fee--
AUM$189M
Minimum--
Clients3,363

HI-LINE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Watertown, South DakotaCRD #149522
Typical Fee--
AUM$757M
Minimum--
Clients225

KFG, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rapid City, South DakotaCRD #337331
Typical Fee--
AUM$174M
Minimum--
Clients537

LAUER CAPITAL MANAGEMENT LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sioux Falls, South DakotaCRD #109660
Typical Fee--
AUM$330M
Minimum--
Clients94

PARVIN ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sioux Falls, South DakotaCRD #315701
Typical Fee--
AUM$141M
Minimum--
Clients314

PARVIN FUND MANAGEMENT

Fee-Only, No ConflictsClean Record
Sioux Falls, South DakotaCRD #311304
Typical Fee--
AUM$6M
Minimum--
Clients1

SAGE CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sioux Falls, South DakotaCRD #136577
Typical Fee--
AUM$630M
Minimum--
Clients522

STANDARD FAMILY OFFICE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sioux Falls, South DakotaCRD #301865
Typical Fee--
AUM$977M
Minimum--
Clients2
Fiduciary Financial Advisors in South Dakota | FiduciaryListings