What Van Horn Financial Services does

Van Horn Financial Services is a privately held wealth management advisory firm headquartered at 6909 South Lyncrest Place, Suite 100, Sioux Falls, South Dakota. Founded in 2015, the firm operates with a five-person team and serves high-net-worth individuals and families, business owners, and corporate executives through an integrated suite of services spanning investment management, asset preservation, retirement income planning, wealth management, and wealth transfer/estate planning. Service delivery follows a structured four-step consultative process — Introduction Meeting, Strategy Development, Plan Implementation, and Routine Reviews — emphasizing transparency, client education, and long-term relationship continuity. The president, Graham Van Horn, is a second-generation financial professional holding the RICP designation from the American College and a Wharton Certificate in Retirement Planning; Stan Graber, the Retirement Planning Consultant, brings ChFC, CLU, and AIF credentials with experience dating to 1985.

The firm's underlying technology stack is entirely third-party rather than proprietary. Website, content delivery, and educational resource infrastructure run on the FMG Suite financial services platform, while secure client account access is delivered through myadvisorlink.com within the IFP ecosystem. The firm has no mobile app, no public APIs or SDKs, no disclosed data assets, and no proprietary technology platforms.

Revenue is generated through fee-based investment advisory services, with securities transactions executed through IFP Securities, LLC (member FINRA/SIPC) and investment advice delivered through IFP Advisors, LLC, a Registered Investment Advisor. The firm explicitly notes that Van Horn Financial Services and IFP are not affiliated, despite IFP providing the operational, compliance, marketing, and business development backbone. Specific fee schedules, AUM, and revenue figures are not publicly disclosed; prospective clients are directed to advisors for personalized fee information. The go-to-market motion is sales-led and high-touch, supported by a content-rich website, a client portal for existing clients, and active community sponsorship of 15+ Sioux Falls-area organizations.

Name

Van Horn Financial Services

Legal name

Van Horn Financial Services

Website

https://vanhornfs.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Van Horn Financial Services is a Sioux Falls, South Dakota-based wealth management advisory firm serving high-net-worth individuals, families, business owners, and executives through fee-based investment advisory, retirement planning, and estate strategies delivered via IFP Securities and IFP Advisors.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industry

Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK)

Keywords

• Wealth management services
• Retirement income planning
• Investment advisory services
• Estate planning guidance
• Asset preservation strategies

Headquarters

HQ city

Sioux Falls

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services where securities are offered through IFP Securities, LLC (member FINRA/SIPC) and investment advice is offered through IFP Advisors, LLC, a Registered Investment Advisor. Revenue is generated through advisory fees and securities transactions facilitated through the IFP platform.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Van Horn Financial Services is a privately-held wealth management firm that delivers personalized financial advisory services to individuals, families, business owners, and executives. Core services include investment management, asset preservation, retirement income planning, wealth management, and wealth transfer/estate planning, delivered through fee-based advisory relationships with securities offered through IFP Securities, LLC and investment advice through IFP Advisors, LLC.

Product overview

Van Horn Financial Services is a wealth management firm offering a suite of financial advisory services centered around a core wealth management platform. The primary offerings include Investment Management (portfolio evaluation and enhancement), Asset Preservation (risk mitigation strategies), Retirement Income Planning (long-term income strategies), Wealth Management (personalized comprehensive planning), and Wealth Transfer/Estate planning services. These services work together as an integrated wealth management approach, helping clients preserve, manage, and transfer assets across generations through personalized strategies tailored to individual values, goals, and risk tolerance.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Independent Financial Partners (IFP)coreStrategic or Co-development PartnerVan Horn Financial Services has partnered with Independent Financial Partners (IFP) for technological, compliance, marketing, business development, and operational support. Securities are offered through IFP Securities, LLC (member FINRA/SIPC) and investment advice is offered through IFP Advisors, LLC, a Registered Investment Advisor. IFP supports advisor independence while providing access to a network of financial advisors and subject matter experts nationwide.

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Raymond James Financial Services: Major IBD/RIA serving independent advisors and their HNW and business-owner clients with wealth, retirement, and estate services. Comparable on advisor-affiliated model and client segments; broader product capabilities and geographic reach.
• LPL Financial: Largest U.S. independent broker-dealer supporting independent advisors offering wealth management, retirement, and insurance products. Comparable on independent-advisor platform model and HNW client focus; significantly larger scale and broader product shelf.
• Edward Jones: National wealth advisory firm with a branch-based model serving individuals and business owners across small and mid-sized U.S. markets including the Midwest. Most direct overlap on local, relationship-driven HNW advisory in Sioux Falls–type metros.
• Charles Schwab Wealth Advisory: Large national wealth advisory offering including Schwab Wealth Advisory and Schwab Private Client for HNW households. Comparable on investment advisory, retirement, and estate services; serves as the dominant low-cost incumbent competing for the same HNW segment.
• Cetera Advisor Networks: Large IBD platform serving thousands of independent financial advisors with practice management, compliance, and product support. Comparable on the independent-advisor/B-D model Van Horn uses via IFP; broader portfolio of wealth and retirement solutions.

Direct peers

• Fisher Investments: Fee-only investment adviser serving HNW individuals and families with portfolio management and retirement income planning. Overlap is strongest on investment advisory and retirement services for affluent households; less direct overlap on local-relationship delivery.
• Creative Planning: Large fee-only RIA serving HNW individuals, business owners, and executives with wealth management, retirement, and estate planning. Highly comparable on fiduciary model, HNW/client segmentation, and integrated planning offering, though at materially greater scale than Van Horn.
• Cambridge Investment Research: Independent broker-dealer platform supporting independent advisors with wealth, retirement, and estate services. Comparable to Van Horn on the IBD-affiliated independent-advisor operating model and service menu; relevant as an alternative platform peer to IFP.
• Private Advisor Group: Independent broker-dealer and RIA platform supporting independent financial advisors serving HNW individuals and business owners. Closely comparable on the independent-advisor platform model and HNW client focus that Van Horn replicates via IFP.
• Mariner Wealth Advisors: Independent RIA offering comprehensive wealth advisory, estate, and retirement planning to HNW clients and business owners. Comparable in service mix and target client profile; relevant as a growth benchmark for an independent practice pursuing scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/vanhornfin

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Van Horn Financial Services