Brady, Martz & Associates, P.C.

What Brady, Martz & Associates, P.C. does

Brady, Martz & Associates, P.C. is a privately held professional services firm headquartered in Bismarck, North Dakota, founded in 1927 and operating with 251–500 employees across eight physical offices in North Dakota (Bismarck, Fargo, Grand Forks, Minot, Dickinson), Minnesota (Thief River Falls), South Dakota (Sioux Falls — added via the October 2023 Woltman Group merger), and Corinth. The firm is incorporated as a professional corporation (P.C.) under North Dakota law with no parent company, no outside institutional ownership, and no public listing.

The firm's service portfolio is organized into three families — Core (Assurance, Tax Compliance, and Strategic Business Solutions covering accounting, payroll, sales tax, budgeting, and dashboarding), Advisory (Business Guidance, Litigation & Forensic Services, Specialty Tax including R&D credits and energy incentives, Transaction, and Transformation), and Wealth (Brady Martz Wealth, Brady Martz Insurance, Valuation, and Wealth Transfer & Preservation). It delivers these services across nine specialized verticals: Agribusiness, Communication & Electric Utilities, Construction & Development, Dealerships, Financial Institutions, Government, Nonprofit, Oil & Gas, and Private Client.

Revenue is generated through per-engagement professional services fees negotiated based on scope, complexity, and client size, with no publicly disclosed pricing tiers. The firm runs a relationship-based sales motion combining referral networks, industry specialism, content marketing (blog and an annual Tax Planning Guide), awards-driven credibility, and physical office presence; client servicing is supported by the iChannel client portal and integrations such as SafeSend Returns. The company holds SOC 1 (peer review) compliance, has earned Top 100 Firm recognition from both Accounting Today and INSIDE Public Accounting across 2025 and 2026, and is currently executing a multi-year "Vision 2028" growth strategy under CEO Stacy DuToit and Chief Execution Officer Jeffrey Pawlow.

Name

Brady, Martz & Associates, P.C.

Legal name

Brady Martz & Associates, P.C.

Website

https://bradymartz.com

Company type

Private

Founded year

1927

Operating status

Operating

Headcount range

251–500 employees

Short description

Brady, Martz & Associates is a privately held, Top 100 US accounting and advisory firm founded in 1927, headquartered in Bismarck, North Dakota, delivering assurance, tax compliance, advisory, and wealth services across nine Midwest-focused industry verticals from eight offices in North Dakota, Minnesota, South Dakota, and Corinth.

Ownership category

akta.pro rank

Product category

Accounting and Advisory Services

NAICS

Management, Scientific, and Technical Consulting Services (5416), Finance and Insurance (52), Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282), Life Insurance (6311)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Corporate & Institutional Trust Services (FSAAANAB), Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ), Purchase Price Allocation (PPA) & Intangible Asset Valuation (FSAEAHAF), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Accounting services
• Tax compliance
• Audit assurance
• Business advisory
• Wealth management

Headquarters

HQ city

Bismarck

HQ country

United States

HQ region

North America

Offices8 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Assurance Services: Audit, review, and financial reporting services provided to businesses requiring independent verification of financial statements and compliance assurance.
2. Tax Compliance Services: Tax return preparation, filing, and compliance services for businesses and individuals, including tax planning and strategy.
3. Strategic Business Solutions: Back-office support including accounting, payroll, sales tax, budgeting, dashboarding, and strategic planning services.
4. Business Advisory: Advisory services including business guidance, litigation and forensic services, specialty tax (R&D credits, energy incentives), transaction services, and transformation consulting.
5. Wealth Management: Wealth management services including Brady Martz Wealth, Brady Martz Insurance, business valuation, and wealth transfer and preservation services.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Brady, Martz & Associates, P.C. is a Top 100 accounting and advisory firm providing assurance (audits, reviews, financial reporting), tax compliance and specialty tax (including R&D credits and energy incentives), strategic business solutions (back-office accounting, payroll, budgeting, dashboarding), business advisory (litigation and forensic, transaction, transformation), and wealth management services (investment management, insurance, business valuation, and wealth transfer and preservation). The firm serves nine industry verticals including agribusiness, construction, dealerships, financial institutions, government, nonprofit, oil & gas, utilities, and private clients.

Product overview

Brady Martz is a Top 100 accounting and advisory firm offering a comprehensive suite of professional services organized into three main categories: Core Services (Assurance, Tax Compliance, and Strategic Business Solutions), Advisory Services (Business Guidance, Litigation & Forensic Services, Specialty Tax, Transaction Services, and Transformation), and Wealth Services (Brady Martz Wealth, Brady Martz Insurance, Valuation, and Wealth Transfer & Preservation). The firm serves diverse industries including agribusiness, construction, dealerships, financial institutions, government, nonprofit, oil & gas, and private client sectors. The firm also offers a client portal called iChannel for secure account access and integrates with tax-related tools like SafeSend Returns.

Differentiator

Problem solved

Functional benefit

Brands

• Brady Martz Wealth: Wealth management services including retirement planning, investment management, and financial planning for individuals and families.
• Brady Martz Insurance
• Brady Martz Excellence
• Brady Martz Professional Development and Excellence Academy

Products and services

• Assurance Services Financial reporting services including audits, reviews, and compliance assessments providing confidence and clarity for businesses. Delivered by professionals with over 90 years of firm experience.
• Tax Compliance Tax filing and compliance services designed to help businesses navigate complex tax laws, minimize liabilities, and ensure timely filings.
• Strategic Business Solutions Comprehensive back-office support including accounting, payroll, sales tax, budgeting, dashboarding, and strategic planning services that combine operational execution with financial insight.
• Business Guidance Advisory Advisory services for navigating business complexities, minimizing taxes, maximizing incentives, and providing industry-specific advice to business owners.
• Litigation & Forensic Services Comprehensive forensic and business valuation services tailored for the legal community.
• Specialty Tax Identification of tax opportunities including R&D credits, energy efficiency incentives, and industry-specific tax breaks to ensure clients maximize available benefits.
• Transaction Services Comprehensive solutions for navigating business transaction complexities including buy-side, sell-side, and merger advisory.
• Transformation Services Strategic analysis and customized solutions to transform businesses into more valuable and competitive market players.
• Brady Martz Wealth Wealth management services including retirement planning, investment management, and support for unexpected life events for individuals and families.
• Brady Martz Insurance Insurance services including life insurance, business insurance, and financial security planning for individuals and business owners.
• Business Valuation Business valuation services providing fresh perspective tailored to business owners and their financial decisions, including transactions and succession planning.
• Wealth Transfer & Preservation Estate planning services ensuring family legacy preservation and financial wishes are honored across generations.

Segments9 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

Two partnerships are on record, tiered core and minor.

• Woltman Group, PLLCcoreOthers · 5 May 2023Effective October 1, 2023, Woltman Group, PLLC merged with Brady Martz, expanding the firm's geographic footprint into South Dakota with a Sioux Falls office location.
• ApriominorStrategic or Co-development PartnerAprio is an alliance member with Brady Martz. The Aprio alliance provides Brady Martz with access to additional resources, professional development, and a network of accounting firms for collaboration and best practice sharing.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Wipfli LLP: Top 20 U.S. accounting and consulting firm with strong Midwest roots and a comparable portfolio of audit, tax, advisory, and outsourced accounting services for mid-market and closely held businesses.
• Eide Bailly LLP: Top 25 U.S. accounting and advisory firm headquartered in Fargo, North Dakota, with a comparable Midwest footprint and similar mix of assurance, tax, advisory, and wealth services to corporate and private clients.
• Aprio, LLP: Alliance partner of Brady Martz and a similarly sized Top 100 firm providing assurance, tax, advisory, and wealth services to middle-market clients across multiple industries.
• BerganKDV: Midwest-based Top 100 accounting and advisory firm with comparable service mix and a similar focus on construction, manufacturing, financial institutions, and nonprofit clients.

Broad incumbents

• Crowe LLP: Top 10 U.S. accounting and advisory firm with strong Financial Institutions and Government practices that directly overlap with Brady Martz's regulated-industry verticals.
• Forvis Mazars (formerly BKD / DHG): Top 10 U.S. accounting firm formed from the BKD and Dixon Hughes Goodman merger; serves financial institutions, government, nonprofit, and agribusiness — directly overlapping several of Brady Martz's specialty practices.
• Plante Moran: Large Midwest-based Top 15 accounting and advisory firm offering assurance, tax, consulting, and wealth management to closely held and middle-market clients across overlapping verticals.
• CliftonLarsonAllen (CLA): Top 10 U.S. accounting firm with a broad multi-state footprint serving middle-market clients in industries overlapping with Brady Martz (agribusiness, financial institutions, dealerships, government).

Regional players

• Boulay PLLP: Upper Midwest-based regional accounting and advisory firm offering assurance, tax, and advisory services to closely held and mid-market clients in overlapping industries.
• Anderson ZurMuehlen & Co., P.C. Montana-based regional accounting and advisory firm of comparable size serving agribusiness, construction, government, and nonprofit clients in the Northern Plains — a strong regional comparability peer.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xtwitter.com/bradymartz
• LinkedInlinkedin.com/company/brady-martz-associates

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Brady, Martz & Associates, P.C.