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EIDE BAILLY ADVISORS, LLC

SIOUX FALLS, SD · CRD 113564 · IAPD ↗ · 605-339-1999

$0Regulatory AUM
1Advisory reps
1Employees
78Clients
More than 500Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
February 2025 — EIDE BAILLY ADVISORS, LLC (SIOUX FALLS, SD) left the SEC roster (was $0 RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
35
December 2024 — EIDE BAILLY ADVISORS, LLC moved its main office from FARGO, ND to SIOUX FALLS, SD.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
December 2024 — EIDE BAILLY ADVISORS, LLC shrank from 16 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
69
August 2024 — EIDE BAILLY ADVISORS, LLC reports More than 500 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
30
June 2024 — EIDE BAILLY ADVISORS, LLC changed its website from eidebaillyfinancialservices.com to eidebaillywealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
June 2024 — EIDE BAILLY ADVISORS, LLC added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.