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Best Financial Planner in North Dakota

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Top Financial Planner Listings in North Dakota

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Showing 1-33 of 33 Financial Planner listings in North Dakota · page 1 of 1

#1Creative Planning of Fargo

4.8 Google rating · 500 reviews

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Creative Planning of Fargo website

Score breakdown

AI Visibility54
AI Ready-
SEO87
Freshness-
  • Financial Planner
  • Fargo, North Dakota
  • (866) 273-2848
  • creativephl.org
Category rank by BizScore: #3 of 15 Financial Planner listings in FargoScores updated Jun 7, 2026

#2Fjell

5.0 Google rating · 4 reviews

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Fjell website

Score breakdown

AI Visibility53
AI Ready60
SEO79
Freshness-
  • Financial Planner
  • Fargo, North Dakota
  • (701) 491-7600
  • fjellcapital.com

Fjell is a Financial Planner in Fargo, ND. The firm provides private wealth management and fiduciary-based financial advice to sophisticated families and high-net-worth individuals, with a focus on preserving and growing wealth through tax-efficient...

Category rank by BizScore: #7 of 15 Financial Planner listings in FargoScores updated Oct 24, 2026

#3Red River Financial - Fargo

4.9 Google rating

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Red River Financial - Fargo website

Score breakdown

AI Visibility55
AI Ready-
SEO79
Freshness-
  • Financial Planner
  • Fargo, North Dakota
  • (701) 232-3888
  • red.org
Category rank by BizScore: #5 of 15 Financial Planner listings in FargoScores updated Sep 24, 2026
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Jason Barta - Old National Wealth Advisors website

Score breakdown

AI Visibility38
AI Ready15
SEO90
Freshness100
  • Financial Planner
  • Grand Forks, North Dakota
  • (701) 795-4506
  • oldnational.com
Category rank by BizScore: #2 of 8 Financial Planner listings in Grand ForksScores updated Oct 25, 2026
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Aaron Meyer - Old National Wealth Advisors website

Score breakdown

AI Visibility38
AI Ready15
SEO90
Freshness100
  • Financial Planner
  • Grand Forks, North Dakota
  • (701) 795-4594
  • oldnational.com
Category rank by BizScore: #3 of 8 Financial Planner listings in Grand ForksScores updated Oct 27, 2026

#6Energized Retirement Planners

5.0 Google rating · 6 reviews

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Energized Retirement Planners website

Score breakdown

AI Visibility50
AI Ready-
SEO78
Freshness-
  • Financial Planner
  • Bismarck, North Dakota
  • (701) 202-5328
  • energizedretirement.com

Energized Retirement Planners is a Financial Planner in Bismarck, ND. The firm specializes in coordinated planning for complex retirement decisions, integrating tax, estate, and investment strategies to address permanent tax consequences. Led by a CFP...

Category rank by BizScore: #3 of 15 Financial Planner listings in BismarckScores updated Jun 7, 2026
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Edward Jones - Financial Advisor: Gary J Hansen, CFP®|AAMS®|CRPC™ website

Score breakdown

AI Visibility55
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • Bismarck, North Dakota
  • (701) 323-7953
  • edwardjones.com
Category rank by BizScore: #2 of 15 Financial Planner listings in BismarckScores updated Oct 25, 2026

#8Financial Strategies Group of Fargo

4.6 Google rating

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Financial Strategies Group of Fargo website

Score breakdown

AI Visibility42
AI Ready-
SEO88
Freshness-
  • Financial Planner
  • Fargo, North Dakota
  • (701) 234-0103
  • finstrat.com

Financial Strategies Group of Fargo: Financial Strategies Group is a Financial Planner in Fargo, ND. The firm guides individuals, families, and small businesses toward a strong financial future through education and timely advice. It offers specialized services in investment management...

Category rank by BizScore: #8 of 15 Financial Planner listings in FargoScores updated Jul 18, 2026
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Legacy Financial Partners - Ameriprise Financial Services, LLC of Fargo website

Score breakdown

AI Visibility46
AI Ready7
SEO77
Freshness100
  • Financial Planner
  • Fargo, North Dakota
  • (701) 232-8886
  • legacy.com
Category rank by BizScore: #10 of 15 Financial Planner listings in FargoScores updated Oct 25, 2026

#10TurboTax - Brandt Crossing, Fargo

5.0 Google rating

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TurboTax - Brandt Crossing, Fargo website

Score breakdown

AI Visibility47
AI Ready-
SEO75
Freshness-
  • Financial Planner
  • Fargo, North Dakota
  • (701) 540-5419
  • turbotax.intuit.com

TurboTax - Brandt Crossing, Fargo is a financial planner in Fargo, ND, specializing in tax preparation and year-round tax planning. The office serves individuals and businesses, offering support for W-2 employees, self-employed workers, sole proprietors...

Category rank by BizScore: #9 of 15 Financial Planner listings in FargoScores updated Jun 7, 2026
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Edward Jones - Financial Advisor: Ross P Johnson, CRPC™ website

Score breakdown

AI Visibility55
AI Ready22
SEO64
Freshness100
  • Financial Planner
  • Grand Forks, North Dakota
  • (701) 775-7824
  • edwardjones.com
Category rank by BizScore: #5 of 8 Financial Planner listings in Grand ForksScores updated Oct 26, 2026
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Edward Jones - Financial Advisor: Matt Odenbach, AAMS® website

Score breakdown

AI Visibility55
AI Ready22
SEO64
Freshness100
  • Financial Planner
  • Grand Forks, North Dakota
  • (701) 775-1184
  • edwardjones.com
Category rank by BizScore: #4 of 8 Financial Planner listings in Grand ForksScores updated Oct 25, 2026

#13Principal

5.0 Google rating

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Principal website

Score breakdown

AI Visibility37
AI Ready-
SEO81
Freshness-
  • Financial Planner
  • Fargo, North Dakota
  • (701) 277-9458
  • principal.com
Category rank by BizScore: #11 of 15 Financial Planner listings in FargoScores updated Jun 7, 2026

#14Wells Fargo Advisors

4.0 Google rating · 4 reviews

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Wells Fargo Advisors website

Score breakdown

AI Visibility38
AI Ready-
SEO79
Freshness-
  • Financial Planner
  • Fargo, North Dakota
  • (701) 232-8283
  • wellsfargo.com

Wells Fargo Advisors is a financial planner in Fargo, ND. The organization provides a wide range of financial services, including banking, investing, and mortgage solutions. Their offerings include various checking and savings accounts, credit cards, and home...

Category rank by BizScore: #13 of 15 Financial Planner listings in FargoScores updated Sep 19, 2026

#15Prairiewood Wealth Management of Fargo

5.0 Google rating

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Prairiewood Wealth Management of Fargo website

Score breakdown

AI Visibility38
AI Ready-
SEO83
Freshness-
  • Financial Planner
  • Fargo, North Dakota
  • (701) 234-0521
  • emojicombos.com
Category rank by BizScore: #12 of 15 Financial Planner listings in FargoScores updated Sep 19, 2026
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Legacy Financial Partners - Ameriprise Financial Services, LLC of Williston website

Score breakdown

AI Visibility40
AI Ready-
SEO79
Freshness-
  • Financial Planner
  • Williston, North Dakota
  • (701) 577-4697
  • ameripriseadvisors.com
Category rank by BizScore: #1 of 3 Financial Planner listings in WillistonScores updated Jul 19, 2026
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Wells Fargo Advisors of Jamestown website

Score breakdown

AI Visibility60
AI Ready-
SEO53
Freshness-
  • Financial Planner
  • Jamestown, North Dakota
  • (701) 252-6205
  • wellsfargo.com
Category rank by BizScore: #2 of 5 Financial Planner listings in JamestownScores updated Jul 21, 2026

#18Capital City Wealth Management of Bismarck

5.0 Google rating · 1 review

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Capital City Wealth Management of Bismarck website

Score breakdown

AI Visibility35
AI Ready-
SEO80
Freshness-
  • Financial Planner
  • Bismarck, North Dakota
  • (701) 250-7220
  • capitalone.com

Capital City Wealth Management of Bismarck: Capital City Wealth Management is a Financial Planner in Bismarck, ND. They provide comprehensive financial planning services to individuals and businesses, specializing in wealth management, investment advice, and retirement planning. With years of...

Category rank by BizScore: #5 of 15 Financial Planner listings in BismarckScores updated Sep 19, 2026

#19Northern Plains Financial

5.0 Google rating

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Northern Plains Financial website

Score breakdown

AI Visibility43
AI Ready-
SEO72
Freshness-
  • Financial Planner
  • Grand Forks, North Dakota
  • (701) 314-1166
  • northernplainsfinancial.com

Northern Plains Financial is a financial planner in Grand Forks, ND. The firm offers financial planning and investment management for business owners, with a stated focus on communication and a fiduciary advisory relationship. Services extend through all...

Category rank by BizScore: #7 of 8 Financial Planner listings in Grand ForksScores updated Jun 17, 2026

#20Northwestern Mutual of Bismarck

3.7 Google rating · 3 reviews

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Northwestern Mutual of Bismarck website

Score breakdown

AI Visibility34
AI Ready-
SEO76
Freshness-
  • Financial Planner
  • Bismarck, North Dakota
  • (701) 255-3711
  • northwestern.edu

Northwestern Mutual of Bismarck: Northwestern Mutual is a Financial Planner in Bismarck, ND. They offer comprehensive financial planning services to individuals and families seeking guidance on wealth management, retirement planning, and insurance solutions. Located at 107 W Main Ave #100...

Category rank by BizScore: #7 of 15 Financial Planner listings in BismarckScores updated Sep 19, 2026

#21TruWealth Financial

5.0 Google rating · 2 reviews

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TruWealth Financial website

Score breakdown

AI Visibility32
AI Ready-
SEO77
Freshness-
  • Financial Planner
  • Williston, North Dakota
  • (701) 774-0000
  • truwealthfinancial.com

TruWealth Financial is a financial planner in Williston, ND. The firm provides wealth management and retirement solutions, offering sophisticated financial strategies and insights to help clients achieve investment goals. They serve a diverse array of...

Category rank by BizScore: #2 of 3 Financial Planner listings in WillistonScores updated Jul 8, 2026
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R

Score breakdown

AI Visibility45
AI Ready-
SEO59
Freshness-
  • Financial Planner
  • Minot, North Dakota
  • (701) 852-3090
  • raymondjames.com
Scores updated Oct 8, 2026
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Creative Planning of Bismarck website

Score breakdown

AI Visibility34
AI Ready-
SEO66
Freshness-
  • Financial Planner
  • Bismarck, North Dakota
  • (701) 222-3268
  • us.creative.com
Category rank by BizScore: #8 of 15 Financial Planner listings in BismarckScores updated Sep 28, 2026

#24Northwestern Mutual of Fargo

3.1 Google rating · 27 reviews

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Northwestern Mutual of Fargo website

Score breakdown

AI Visibility35
AI Ready0
SEO65
Freshness-
  • Financial Planner
  • Fargo, North Dakota
  • (701) 232-7175
  • northwestern.edu
Category rank by BizScore: #15 of 15 Financial Planner listings in FargoScores updated Oct 25, 2026
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Light Financial website

Score breakdown

AI Visibility55
AI Ready-
SEO36
Freshness-
  • Financial Planner
  • Fargo, North Dakota
  • (701) 356-5106
  • lightfinancialservices.com
Category rank by BizScore: #6 of 15 Financial Planner listings in FargoScores updated Oct 26, 2026
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Northwestern Mutual - Grand Forks website

Score breakdown

AI Visibility14
AI Ready17
SEO80
Freshness-
  • Financial Planner
  • Grand Forks, North Dakota
  • (701) 738-8303
  • northwesternmutual.com
Category rank by BizScore: #8 of 8 Financial Planner listings in Grand ForksScores updated Oct 27, 2026

#27Bauman Financial

5.0 Google rating

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Bauman Financial website

Score breakdown

AI Visibility23
AI Ready-
SEO54
Freshness-
  • Financial Planner
  • Bismarck, North Dakota
  • (701) 258-6644
  • baumanfinancial.com

Bauman Financial is a Financial Planner in Bismarck, ND. The firm provides a variety of specialized services including life and annuity products, retirement planning, and disability and long-term care solutions. They serve clients with diverse needs, ranging...

Category rank by BizScore: #12 of 15 Financial Planner listings in BismarckScores updated Jun 7, 2026

#28North Point Financial Planners

4.3 Google rating · 6 reviews

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North Point Financial Planners website

Score breakdown

AI Visibility23
AI Ready-
SEO51
Freshness-
  • Financial Planner
  • Bismarck, North Dakota
  • (701) 258-4885
  • northpointfp.com
Category rank by BizScore: #13 of 15 Financial Planner listings in BismarckScores updated Sep 28, 2026

#29Northwestern Mutual of Williston

5.0 Google rating · 1 review

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Northwestern Mutual of Williston website

Score breakdown

AI Visibility14
AI Ready-
SEO58
Freshness-
  • Financial Planner
  • Williston, North Dakota
  • (701) 774-8132
  • northwesternmutual.com
Category rank by BizScore: #3 of 3 Financial Planner listings in WillistonScores updated Jul 19, 2026

#30Thrivent - Infinity Financial Advisors Bismarck

5.0 Google rating · 1 review

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Thrivent - Infinity Financial Advisors Bismarck website

Score breakdown

AI Visibility18
AI Ready-
SEO43
Freshness-
  • Financial Planner
  • Bismarck, North Dakota
  • (701) 222-3118
  • login.apps.thrivent.com
Category rank by BizScore: #14 of 15 Financial Planner listings in BismarckScores updated Oct 24, 2026

#31Morgan Stanley Financial Advisors of Bismarck

3.0 Google rating · 4 reviews

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Morgan Stanley Financial Advisors of Bismarck website

Score breakdown

AI Visibility4
AI Ready-
SEO55
Freshness-
  • Financial Planner
  • Bismarck, North Dakota
  • (701) 223-0135
  • login.morganstanleyclientserv.com
Category rank by BizScore: #15 of 15 Financial Planner listings in BismarckScores updated Sep 19, 2026

#32Choice Wealth

3.8 Google rating · 513 reviews

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Choice Wealth website
  • Financial Planner
  • Fargo, North Dakota
  • (701) 282-3100
  • choicehotels.com
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V
  • Financial Planner
  • Jamestown, North Dakota
  • (701) 251-2065
  • valleywealthadvisors.com
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Recently Updated Financial Planner in North Dakota

Business profiles with freshly refreshed About sections.

Fjell

5.0 Google rating · 4 reviews

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Fjell website

Score breakdown

AI Visibility53
AI Ready60
SEO79
Freshness-
  • Financial Planner
  • Fargo, North Dakota
  • (701) 491-7600
  • fjellcapital.com

Fjell is a Financial Planner in Fargo, ND. The firm provides private wealth management and fiduciary-based financial advice to sophisticated families and high-net-worth individuals, with a focus on preserving and growing wealth through tax-efficient...

Category rank by BizScore: #7 of 15 Financial Planner listings in FargoScores updated Oct 24, 2026About refreshed Oct 7, 2026

Energized Retirement Planners

5.0 Google rating · 6 reviews

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Energized Retirement Planners website

Score breakdown

AI Visibility50
AI Ready-
SEO78
Freshness-
  • Financial Planner
  • Bismarck, North Dakota
  • (701) 202-5328
  • energizedretirement.com

Energized Retirement Planners is a Financial Planner in Bismarck, ND. The firm specializes in coordinated planning for complex retirement decisions, integrating tax, estate, and investment strategies to address permanent tax consequences. Led by a CFP...

Category rank by BizScore: #3 of 15 Financial Planner listings in BismarckScores updated Jun 7, 2026About refreshed Sep 14, 2026

Financial Strategies Group of Fargo

4.6 Google rating

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Financial Strategies Group of Fargo website

Score breakdown

AI Visibility42
AI Ready-
SEO88
Freshness-
  • Financial Planner
  • Fargo, North Dakota
  • (701) 234-0103
  • finstrat.com

Financial Strategies Group of Fargo: Financial Strategies Group is a Financial Planner in Fargo, ND. The firm guides individuals, families, and small businesses toward a strong financial future through education and timely advice. It offers specialized services in investment management...

Category rank by BizScore: #8 of 15 Financial Planner listings in FargoScores updated Jul 18, 2026About refreshed Oct 7, 2026

TurboTax - Brandt Crossing, Fargo

5.0 Google rating

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TurboTax - Brandt Crossing, Fargo website

Score breakdown

AI Visibility47
AI Ready-
SEO75
Freshness-
  • Financial Planner
  • Fargo, North Dakota
  • (701) 540-5419
  • turbotax.intuit.com

TurboTax - Brandt Crossing, Fargo is a financial planner in Fargo, ND, specializing in tax preparation and year-round tax planning. The office serves individuals and businesses, offering support for W-2 employees, self-employed workers, sole proprietors...

Category rank by BizScore: #9 of 15 Financial Planner listings in FargoScores updated Jun 7, 2026About refreshed Sep 15, 2026

Wells Fargo Advisors

4.0 Google rating · 4 reviews

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Wells Fargo Advisors website

Score breakdown

AI Visibility38
AI Ready-
SEO79
Freshness-
  • Financial Planner
  • Fargo, North Dakota
  • (701) 232-8283
  • wellsfargo.com

Wells Fargo Advisors is a financial planner in Fargo, ND. The organization provides a wide range of financial services, including banking, investing, and mortgage solutions. Their offerings include various checking and savings accounts, credit cards, and home...

Category rank by BizScore: #13 of 15 Financial Planner listings in FargoScores updated Sep 19, 2026About refreshed Aug 2, 2026

Northern Plains Financial

5.0 Google rating

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Northern Plains Financial website

Score breakdown

AI Visibility43
AI Ready-
SEO72
Freshness-
  • Financial Planner
  • Grand Forks, North Dakota
  • (701) 314-1166
  • northernplainsfinancial.com

Northern Plains Financial is a financial planner in Grand Forks, ND. The firm offers financial planning and investment management for business owners, with a stated focus on communication and a fiduciary advisory relationship. Services extend through all...

Category rank by BizScore: #7 of 8 Financial Planner listings in Grand ForksScores updated Jun 17, 2026About refreshed Oct 10, 2026

TruWealth Financial

5.0 Google rating · 2 reviews

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TruWealth Financial website

Score breakdown

AI Visibility32
AI Ready-
SEO77
Freshness-
  • Financial Planner
  • Williston, North Dakota
  • (701) 774-0000
  • truwealthfinancial.com

TruWealth Financial is a financial planner in Williston, ND. The firm provides wealth management and retirement solutions, offering sophisticated financial strategies and insights to help clients achieve investment goals. They serve a diverse array of...

Category rank by BizScore: #2 of 3 Financial Planner listings in WillistonScores updated Jul 8, 2026About refreshed Jul 29, 2026

Bauman Financial

5.0 Google rating

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Bauman Financial website

Score breakdown

AI Visibility23
AI Ready-
SEO54
Freshness-
  • Financial Planner
  • Bismarck, North Dakota
  • (701) 258-6644
  • baumanfinancial.com

Bauman Financial is a Financial Planner in Bismarck, ND. The firm provides a variety of specialized services including life and annuity products, retirement planning, and disability and long-term care solutions. They serve clients with diverse needs, ranging...

Category rank by BizScore: #12 of 15 Financial Planner listings in BismarckScores updated Jun 7, 2026About refreshed Jul 31, 2026

What the Data Shows for Financial Planners in North Dakota

33financial planners scored in North Dakota
54Average BizScore
69Top BizScore
29%AI Visibility 50 or higher
71Average SEO score
4.6Average Google rating (23 rated)
0Claimed by the owner

29% of the 31 financial planners we measured in North Dakota reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 39, compared with an average SEO score of 71.

The average Google rating across 23 rated financial planners is 4.6, and the median listing has 4 reviews.

None of the 33 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 27, 2026. What each score measures: How We Score.

Looking for the best financial planner in North Dakota? BizScoreAI scores 33 Financial Planner listings across North Dakota on online visibility, AI-search presence, reviews and profile completeness so you can compare at a glance. Open any profile for its full BizScore breakdown - and if it is your business, claim your free listing.

Frequently Asked Questions

How are North Dakota Financial Planner listings ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a composite of AI-search visibility, traditional SEO, citation presence and profile completeness.

How do I claim my financial planner listing in North Dakota?

Open its profile and select claim - it is free, and lets you correct details and improve your search and AI visibility.

Is being listed free?

Yes. Every financial planner listing in North Dakota is listed and scored for free, and claiming is free too.