Fiduciary advisors in South Dakota

Aberdeen, South Dakota

Investment Center Advisors, operating from offices in Aberdeen, South Dakota and Council Bluffs, Iowa, offers portfolio management and tax planning services through a team of three CFP® professionals and one CFA® charterholder. The firm acts as a fiduciary in advisory relationships and develops customized wealth management plans based on client values and diversification principles. With over 30 years of service in each location, the firm combines advisor expertise with dedicated administrative support to serve clients across the United States.

Aberdeen, South Dakota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Aberdeen, South Dakota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required.

Brookings, South Dakota

Fee-Only Independent RIA

Birch Investment Management is an independent, fee-only fiduciary firm based in Brookings, South Dakota, founded in 2011 by Brian Berkenhoff, CFA. The firm provides financial planning and investment management services to clients with a minimum of $500,000 in investable assets, with a focus on helping mid-to-late career individuals navigate major life transitions such as retirement, job changes, divorce, and other significant events. As a fee-only adviser, the firm derives compensation exclusively from clients and does not earn commissions, aligning its interests with those of the families it serves. The firm intentionally maintains a limited client base to develop deeper relationships and provide personalized guidance rooted in each client's values and financial goals.

Brookings, South Dakota

Legacy Point Financial is an independent wealth management firm in Brookings, South Dakota that coordinates investment management, retirement planning, tax planning, and estate planning into a unified strategy centered on a personalized analysis called the BluePrint Analysis™. The firm's BluePrint Process™ guides clients through initial planning, ongoing management across investment oversight, tax review, estate planning, and business planning, with annual updates designed to align with changes in clients' circumstances and market conditions. The firm works primarily with clients whose financial situations involve complexity and who seek integrated guidance rather than standalone portfolio management.

Dakota Dunes, South Dakota

Tyler Kruse, Financial Advisor - Kruse Financial Group is an investment advisory firm in Dakota Dunes, South Dakota. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance.

Mitchell, South Dakota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Mitchell, South Dakota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 2 Google reviews.

Mitchell, South Dakota

Boyd Financial Services is an investment advisory firm in Mitchell, South Dakota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Rapid City, South Dakota

BMS Financial Advisors in Rapid City, South Dakota provides retirement planning and investment management services. The firm employs a team-based approach to address client financial needs and emphasizes understanding each client's risk tolerance, time horizon, and objectives before developing an investment strategy. The firm takes a proactive stance toward planning and ongoing monitoring to help clients work toward their financial goals.

Rapid City, South Dakota

Mariner is an investment advisory firm in Rapid City, South Dakota. The office has a wheelchair-accessible entrance. The office is open five days a week.

Rapid City, South Dakota

JJ Advisor Group, based in Rapid City, South Dakota, was founded 14 years ago by Jon D. Johnson and offers financial planning, investment management, and insurance analysis. The firm provides retirement planning, asset allocation analysis, estate planning, and tax strategy services, with a stated commitment to fiduciary-based and objective financial advice. Founder Jon Johnson emphasizes client education on topics including tax-advantaged investing, charitable giving, and estate planning.

Rapid City, South Dakota

HG Wealth Management, located in Rapid City, South Dakota, provides investment management and insurance analysis services. The firm focuses on understanding clients' personal circumstances and objectives to deliver wealth management guidance tailored to individual situations.

Rapid City, South Dakota

Insurance-Based

Northwestern Mutual - Rapid City is an insurance-based firm in Rapid City, South Dakota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Rapid City, South Dakota

Insurance-Based

Prudential Advisors | Justin Kuhns | Alison Short | Investment & Financial Services | Life and Medicare Insurance is an insurance-based firm in Rapid City, South Dakota. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Rapid City, South Dakota

Advanced Wellbeing, LLC is a financial therapy firm in Rapid City, South Dakota, founded by Rick Kahler (MSFP, CFP®, CFT™, CeFT®) and Elana Feinsmith (CFP®, CRPS®). The firm specializes in Internal Financial Systems™ Financial Therapy, an approach designed to address the emotional and psychological dimensions of financial decision-making and behavior, including anxiety, trauma, debt management, and relationship conflict around money. Sessions are typically 90 minutes at $487.50 or 60 minutes at $325.00, with private pay only; the firm recommends an initial commitment of six sessions and offers a free 30-minute consultation.

Sioux Falls, South Dakota

Insurance-Based

Sprik Financial Group, founded in 2009 by Darwyn Sprik, offers financial planning and insurance analysis with a focus on insurance-related strategies, business succession planning, and estate planning. The firm operates from Sioux Falls, South Dakota, and employs a consultative approach centered on understanding client goals and priorities before making recommendations. The team includes Becky Schuurmans as Registered Service Assistant and Director of Operations, and Stacey Smidt as Office Assistant.

Sioux Falls, South Dakota

Megan Landon, CFP®, AWMA®, operates as part of Sioux Falls Advisors/NewEdge Advisors in Sioux Falls, South Dakota, offering financial planning, investment management, and retirement planning services. The firm serves entrepreneurs, business owners, multi-generational families, and young professionals, with a team that includes advisors holding Series 7, 63, 65, and 66 licenses. Services encompass retirement plan consulting, 401(k) plan administration, and business owner planning, with an approach centered on personalized wealth management aligned to individual goals.

Sioux Falls, South Dakota

Balefire Wealth is an investment advisory firm in Sioux Falls, South Dakota. The office is open five days a week.

Sioux Falls, South Dakota

Insurance-Based

Jacob Boom New York Life is an insurance-based firm in Sioux Falls, South Dakota. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Sioux Falls, South Dakota

Wealth Enhancement Group is an investment advisory firm in Sioux Falls, South Dakota. Services include Financial Planning and Investment Management. The office is open daily.

Sioux Falls, South Dakota

Creative Planning is an investment advisory firm in Sioux Falls, South Dakota. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Sioux Falls, South Dakota

Kelly Hosek - Raymond James is an investment advisory firm in Sioux Falls, South Dakota. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Sioux Falls, South Dakota

Independent RIA

Footstool Financial is an independent registered investment advisor in Sioux Falls, South Dakota, operating as a fiduciary. Brian Spader, the principal, holds both CFP® and ChFC® credentials and established the firm in 2015 to serve business owners, individuals, and families. The practice provides financial planning with specializations in retirement planning and investment management, emphasizing a client-centered approach that begins with understanding goals and values before implementing strategies.

Sioux Falls, South Dakota

Insurance-Based

Ryan Douglas Smith - Northwestern Mutual is an insurance-based firm in Sioux Falls, South Dakota. The firm specializes in Investment Management and Wealth Management. Advisory services are available in English and Spanish. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Sioux Falls, South Dakota

Agile Wealth Solutions is a Sioux Falls-based financial advisory firm led by Stephanie Suhrbier, a CPA with a background in public accounting. The firm offers financial planning, investment advisory programs, retirement plan services for individuals and businesses, insurance, education savings strategies, and gifting planning, supported by a consolidated account management platform. Clients work directly with advisors to establish budgets and pursue financial goals across a range of life planning needs.

Sioux Falls, South Dakota

Wealth Planning Strategies Group is an investment advisory firm in Sioux Falls, South Dakota. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Sioux Falls, South Dakota

Clarity Wealth Consultants is an investment advisory firm in Sioux Falls, South Dakota. Services include Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Sioux Falls, South Dakota

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Sioux Falls, South Dakota. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Sioux Falls, South Dakota

Sioux Falls Advisors (NewEdge Advisors) in Sioux Falls, South Dakota provides financial planning, investment management, and retirement planning services to individuals, business owners, entrepreneurs, and multi-generational families. The firm's team includes James (CRPS, Series 7/63/65/6/9/10), Megan (CFP, AWMA, Series 7/63/66), and Eric (Series 7/66), all of whom joined in 2025 and bring combined experience from UBS and other financial services firms. The practice emphasizes personalized wealth management strategies and retirement plan consulting, with particular focus on business owner and retirement planning needs.

Sioux Falls, South Dakota

James P. Willers and his team at Sioux Falls Advisors (operating under NewEdge Advisors) provide financial planning, investment management, and retirement planning services to individuals, business owners, and multi-generational families in Sioux Falls, South Dakota. Willers holds the CRPS credential and brings 16 years of industry experience including prior roles at UBS and AXA Advisors; the team also includes Megan Landon, a CFP with wealth advisory background, and Eric, who holds Series 7 and 66 licenses. The firm emphasizes personalized strategy development aligned with clients' specific financial goals and life circumstances, with particular expertise in retirement plan design, business owner planning, and wealth management.

Sioux Falls, South Dakota

WillowRidge Financial Solutions is an investment advisory firm in Sioux Falls, South Dakota. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Sioux Falls, South Dakota

Insurance-Based

Adam Buss, Financial Advisor - Eagle Strategies is an insurance-based firm in Sioux Falls, South Dakota. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Spearfish, South Dakota

Insurance-Based

Northwestern Mutual Spearfish is an insurance-based firm in Spearfish, South Dakota. The office has a wheelchair-accessible entrance. The office is open five days a week.

Spearfish, South Dakota

Hampton Wealth Management, based in Spearfish, South Dakota, offers investment management and wealth planning services through LPL Financial, a registered investment advisor. The firm works with clients using a structured 12-week planning process called the Retirement Directive, which combines education, one-on-one guidance from a CFP® professional, and analysis across retirement planning, investment management, cash flow, risk management, and estate planning. Services address retirement timing, tax-efficient distribution strategies, portfolio alignment, and legacy planning.

Spearfish, South Dakota

Tamara Burke operates Financial Benefits, Inc. in Spearfish, South Dakota, offering financial planning with specialties in retirement planning and investment management. Through her affiliation with Eagle Strategies, she provides fee-based financial planning and investment advisory services, with Eagle Strategies registered as an SEC-registered investment adviser. She coordinates with a network of professional partners including The Nautilus Group (for estate planning and tax expertise), Ash Brokerage (for insurance products), and New York Life Insurance Company to serve clients' broader financial needs.

Watertown, South Dakota

Farm Bureau Financial Services: Dane Stahl is an investment advisory firm in Watertown, South Dakota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.