Benchmarks · South Dakota · $500M–$1B AUM
What is a $500M–$1B RIA worth in South Dakota?
3 RIAs serving individuals in South Dakota have $500M–$1B of AUM on file.
At the middle size the Sica Fletcher SCF Index publishes (about $500M of AUM, $15M of revenue or $5M of EBITDA), practices have traded at 1.4–1.7% of AUM, 2.8–3.4× revenue and 5.7–6.8× EBITDA.
Too few firms for percentiles. See all $500M–$1B firms.
Retirement plans in South Dakota
For advisors who serve plans.
Defined-contribution plans' Form 5500 filings, filing year 2024. A percentile is a position in this group of plans, never a judgement on any one plan's fees.
Plan filings
254
Nationally 93,209
Median participants
197
Nationally 121
Median service-provider pay
$61K
Schedule C, 157 plans reported it
Nationally $57K
Form 5500 via 5500mcp.ai · refreshed 3 Sep 2026
South Dakota at other sizes
- Under $100M in South Dakota0 firms
- $100M–$250M in South Dakota7 firms
- $250M–$500M in South Dakota1 firms
- $1B–$5B in South Dakota2 firms
- $5B and up in South Dakota0 firms
$500M–$1B next door
- $500M–$1B in Minnesota39 firms
- $500M–$1B in Nebraska13 firms
- $500M–$1B in Iowa12 firms
- $500M–$1B in Wyoming2 firms
- $500M–$1B in Montana1 firms
- $500M–$1B in North Dakota1 firms
Get your firm's number in Claude.
Seven methods on your own figures, with the range and the source of every input.
Sources: U.S. SEC Form ADV, via advmcp.ai, as of 3 Nov 2026 · U.S. Department of Labor Form 5500, via 5500mcp.ai, refreshed 3 Sep 2026 · Sica Fletcher, RIA Valuation Multiples (SCF Index), 2024 edition · CT Acquisitions — RIA and Wealth Management M&A Multiples 2026, Jul 2026