Dakota
Dakota
Book a Demo
Talk to an Expert

49 North Advisors

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Minneapolis
CRD Number
Website 49northadvisors.com
Client types

Overview

49 North Advisors is a boutique wealth planning and advisory firm focused on serving families, farmers, and entrepreneurs. They emphasise deep client relationships, customisation, and long-term strategic planning rather than transactional investing. Their model combines financial planning, tax and estate considerations, and investment management under a fiduciary framework. Assets are held at Fidelity’s National Financial Services (custody) while advisory services are provided via &Partners, LLC. The firm positions itself as a trusted partner guiding clients through complex financial decisions, with emphasis on clarity, stewardship, and goal alignment with client values.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy