Fiduciary advisors in Sioux Falls, SD

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.