Registered investment advisers in Iowa

AUM: $427.7B
Per adviser: $1.3B
Advisers: 337

No reported disclosures

Cambridge Investment Research Advisors, INC.

Fairfield, IA · Est. 2005

AUM: $138.7B
Per adviser: $40M
Advisers: 3,496

Sammons Financial Group Asset Management, LLC

West Des Moines, IA · Est. 2022

AUM: $122.0B
Per adviser: $24.4B
Advisers: 5

No reported disclosures

Principal Real Estate

Des Moines, IA · Est. 1999

AUM: $105.6B
Per adviser: $341M
Advisers: 310

No reported disclosures

Aegon Asset Management US

Cedar Rapids, IA · Est. 2001

AUM: $88.8B
Per adviser: $1.2B
Advisers: 76

Transamerica Retirement Advisors, LLC

Cedar Rapids, IA · Est. 1992

AUM: $18.8B
Per adviser: $109M
Advisers: 173

Principal Securities, INC.

Des Moines, IA · Est. 1997

AUM: $17.0B
Per adviser: $12M
Advisers: 1,464

Avantax Planning Partners, INC.

Dubuque, IA · Est. 1996

AUM: $7.6B
Per adviser: $38M
Advisers: 200

No reported disclosures

Integrity Alliance, LLC

Urbandale, IA · Est. 2008

AUM: $5.4B
Per adviser: $17M
Advisers: 322

Foster Group, INC.

West Des Moines, IA · Est. 1991

AUM: $4.8B
Per adviser: $106M
Advisers: 45

No reported disclosures

Nations Financial Group, INC.

Cedar Rapids, IA · Est. 2000

AUM: $4.8B
Per adviser: $59M
Advisers: 81

No reported disclosures

Btc Capital Management

Des Moines, IA · Est. 2003

AUM: $4.6B
Per adviser: $511M
Advisers: 9

No reported disclosures

Bfc Planning, INC.

Cedar Rapids, IA · Est. 2007

AUM: $3.8B
Per adviser: $19M
Advisers: 200

No reported disclosures

Ausdal Financial Partners, INC.

Davenport, IA · Est. 2008

AUM: $3.7B
Per adviser: $22M
Advisers: 168

No reported disclosures

Steele Capital Management, INC.

Dubuque, IA · Est. 1995

AUM: $3.5B
Per adviser: $273M
Advisers: 13

No reported disclosures

Investment Consulting Group INC

Davenport, IA · Est. 1991

AUM: $2.8B
Per adviser: $1.4B
Advisers: 2

No reported disclosures

Gilbert & Cook, INC.

West Des Moines, IA · Est. 2016

AUM: $1.7B
Per adviser: $100M
Advisers: 17

No reported disclosures

Principal Advised Services

Des Moines, IA · Est. 2018

AUM: $1.4B
Per adviser: $6M
Advisers: 230

No reported disclosures

Accel Wealth Management

Waverly, IA · Est. 2017

AUM: $1.1B
Per adviser: $115M
Advisers: 10

No reported disclosures

Northwest Wealth Management, LLC

Spencer, IA · Est. 2011

AUM: $1.0B
Per adviser: $74M
Advisers: 14

No reported disclosures

Legacy Financial Group

Des Moines, IA · Est. 2014

AUM: $1.0B
Per adviser: $92M
Advisers: 11

No reported disclosures

Syverson Strege

West Des Moines, IA · Est. 1997

AUM: $911M
Per adviser: $70M
Advisers: 13

No reported disclosures

Berthel Fisher & Company Financial Services, INC.

Cedar Rapids, IA · Est. 2003

AUM: $906M
Per adviser: $9M
Advisers: 100

No reported disclosures

Dmkc Advisory Services, LLC

Des Moines, IA · Est. 2007

AUM: $903M
Per adviser: $113M
Advisers: 8

No reported disclosures

Basepoint Wealth, LLC

Cedar Rapids, IA · Est. 2017

AUM: $884M
Per adviser: $68M
Advisers: 13

No reported disclosures

Rda Financial Network

Akron, IA · Est. 2008

AUM: $675M
Per adviser: $40M
Advisers: 17

West Financial Advisors, L.L.C.

Des Moines, IA · Est. 2017

AUM: $674M
Per adviser: $112M
Advisers: 6

No reported disclosures

Merkle Retirement Planning

Grimes, IA · Est. 2020

AUM: $569M
Per adviser: $57M
Advisers: 10

No reported disclosures

Ria Advisory Group, LLC

Des Moines, IA · Est. 2020

AUM: $568M
Per adviser: $23M
Advisers: 25

No reported disclosures

Retireright Consulting Group

West Des Moines, IA · Est. 2019

AUM: $561M
Per adviser: $112M
Advisers: 5

No reported disclosures

Dynamic Financial Group

Cedar Falls, IA · Est. 2017

AUM: $540M
Per adviser: $180M
Advisers: 3

No reported disclosures

Wealth Advisors Of Iowa, LLC

West Des Moines, IA · Est. 2020

AUM: $539M
Per adviser: $135M
Advisers: 4

No reported disclosures

Matheson & Rock Wealth Management, LLC

Davenport, IA · Est. 2019

AUM: $530M
Per adviser: $177M
Advisers: 3

No reported disclosures

Independent Wealth Network, INC.

Urbandale, IA · Est. 2017

AUM: $518M
Per adviser: $17M
Advisers: 30

No reported disclosures

Wealthspan Partners, LLC

Davenport, IA · Est. 2018

AUM: $451M
Per adviser: $90M
Advisers: 5

No reported disclosures

Nikulski Financial, INC.

Bettendorf, IA · Est. 2017

AUM: $449M
Per adviser: $75M
Advisers: 6

No reported disclosures

Fsb Premier Wealth Management, INC.

Waterloo, IA · Est. 2017

RegionalInternational

AUM: $432M
Per adviser: $43M
Advisers: 10

No reported disclosures

Legacy Bridge Private Family Offices

West Des Moines, IA · Est. 2016

AUM: $426M
Per adviser: $142M
Advisers: 3

No reported disclosures

Quad-Cities Investment Group, LLC

Davenport, IA · Est. 2010

AUM: $426M
Per adviser: $71M
Advisers: 6

No reported disclosures

Valiant Wealth, LLC

West Des Moines, IA · Est. 2016

AUM: $423M
Per adviser: $141M
Advisers: 3

No reported disclosures

Mokosak Advisory Group, LLC

Urbandale, IA · Est. 2017

AUM: $414M
Per adviser: $103M
Advisers: 4

No reported disclosures

Friday Financial

Dubuque, IA · Est. 2024

AUM: $409M
Per adviser: $68M
Advisers: 6

No reported disclosures

Compass Financial Services

West Des Moines, IA · Est. 2020

AUM: $407M
Per adviser: $68M
Advisers: 6

No reported disclosures

Midwest Heritage Financial Advisors

West Des Moines, IA · Est. 2020

AUM: $399M
Per adviser: $100M
Advisers: 4

No reported disclosures

Aegon Real Assets US

Cedar Rapids, IA · Est. 2017

AUM: $394M
Per adviser: $10M
Advisers: 41

No reported disclosures

Pecaut Wealth Management

Sioux City, IA · Est. 1995

AUM: $382M
Per adviser: $95M
Advisers: 4

No reported disclosures

Boyle Capital

West Des Moines, IA · Est. 2007

AUM: $342M
Per adviser: $85M
Advisers: 4

No reported disclosures

Ballast Capital Advisors, LLC

West Des Moines, IA · Est. 2021

AUM: $329M
Per adviser: $110M
Advisers: 3

No reported disclosures

Weitzel Financial Services, INC.

Dubuque, IA · Est. 2020

AUM: $328M
Per adviser: $82M
Advisers: 4

No reported disclosures

Peterson Financial Group, INC.

Des Moines, IA · Est. 2021

AUM: $299M
Per adviser: $100M
Advisers: 3

No reported disclosures

Vivid Wealth Management, LLC

West Des Moines, IA · Est. 2022

AUM: $291M
Per adviser: $97M
Advisers: 3

No reported disclosures

Kane Company Wealth Management, INC.

Johnston, IA · Est. 2019

AUM: $285M
Per adviser: $71M
Advisers: 4

No reported disclosures

Paladin Wealth Partners

Clive, IA · Est. 2018

AUM: $280M
Per adviser: $93M
Advisers: 3

No reported disclosures

Wealth Advisors Group, LLC

Coralville, IA · Est. 2018

AUM: $278M
Per adviser: $139M
Advisers: 2

No reported disclosures

Beacon Capital, LLC

Cedar Rapids, IA · Est. 2021

AUM: $278M
Per adviser: $56M
Advisers: 5

Oasis Advisors

Forest City, IA · Est. 2025

AUM: $278M
Per adviser: $13M
Advisers: 22

No reported disclosures

Tfp Management, LLC

Bettendorf, IA · Est. 2021

AUM: $273M
Per adviser: $91M
Advisers: 3

No reported disclosures

Wilon Wealth Management

Urbandale, IA · Est. 2021

AUM: $264M
Per adviser: $53M
Advisers: 5

No reported disclosures

Clarity Asset Management, INC.

Ames, IA · Est. 2013

AUM: $257M
Per adviser: $64M
Advisers: 4

No reported disclosures

Five Talents Financial Management Group LLC

West Des Moines, IA · Est. 2020

AUM: $256M
Per adviser: $51M
Advisers: 5

No reported disclosures

Cedar Point Capital Partners, LLC

Cedar Rapids, IA · Est. 2022

AUM: $248M
Per adviser: $50M
Advisers: 5

No reported disclosures

Des Moines Investments, LLC

Des Moines, IA · Est. 2022

AUM: $246M
Per adviser: $82M
Advisers: 3

No reported disclosures

Bradford Financial Center

Clarion, IA · Est. 2007

AUM: $230M
Per adviser: $16M
Advisers: 14

No reported disclosures

Lsb Wealth Management

Ankeny, IA · Est. 2022

AUM: $229M
Per adviser: $21M
Advisers: 11

No reported disclosures

Weis Advisory

Clive, IA · Est. 2022

AUM: $226M
Per adviser: $56M
Advisers: 4

No reported disclosures

Aegis Wealth Management, INC.

Guthrie Center, IA · Est. 2019

AUM: $216M
Per adviser: $8M
Advisers: 27

No reported disclosures

Ao Wealth Advisory

Urbandale, IA · Est. 2021

AUM: $213M
Per adviser: $53M
Advisers: 4

No reported disclosures

Midwestern Financial Group

Iowa City, IA · Est. 2025

AUM: $173M
Per adviser: $58M
Advisers: 3

No reported disclosures

Cedar Valley Wealth Advisors

Cedar Falls, IA · Est. 2018

AUM: $173M
Per adviser: $58M
Advisers: 3

No reported disclosures

Arnold And Mote Wealth Management

Hiawatha, IA · Est. 2022

AUM: $168M
Per adviser: $34M
Advisers: 5

No reported disclosures

Bridgeway Wealth Management, LLC

Cedar Rapids, IA · Est. 2023

AUM: $165M
Per adviser: $82M
Advisers: 2

No reported disclosures

Water Valley Investment Advisors, INC.

Sioux Center, IA · Est. 2021

AUM: $157M
Per adviser: $52M
Advisers: 3

No reported disclosures

Forrest Financial Services

Windsor Heights, IA · Est. 2025

AUM: $154M
Per adviser: $77M
Advisers: 2

No reported disclosures

Tuve Investment Management, INC.

Waterloo, IA · Est. 2015

AUM: $148M
Per adviser: $74M
Advisers: 2

No reported disclosures

Plan2thrive Financial

Eldridge, IA · Est. 2025

AUM: $148M
Per adviser: $49M
Advisers: 3

No reported disclosures

The Life Group Financial Services

Dubuque, IA · Est. 2024

AUM: $146M
Per adviser: $37M
Advisers: 4

No reported disclosures

Van Diest Capital

Polk City, IA · Est. 2026

AUM: $144M
Per adviser: $21M
Advisers: 7

No reported disclosures

Lane Family Wealth Management

North Liberty, IA · Est. 2025

AUM: $143M
Per adviser: $71M
Advisers: 2

No reported disclosures

Keystone Wealth Management

Waterloo, IA · Est. 2025

AUM: $137M
Per adviser: $137M
Advisers: 1

No reported disclosures

Acadia Legacy Group

Clive, IA · Est. 2022

AUM: $133M
Per adviser: $44M
Advisers: 3

No reported disclosures

Bsc Capital Partners, LLC

West Des Moines, IA · Est. 2026

AUM: $126M
Per adviser: $42M
Advisers: 3

No reported disclosures

Iowa Wealth Management, LLC

West Des Moines, IA · Est. 2022

AUM: $124M
Per adviser: $62M
Advisers: 2

No reported disclosures

Stonefield Investment Advisory, INC.

Cedar Rapids, IA · Est. 2025

AUM: $120M
Per adviser: $120M
Advisers: 1

No reported disclosures

Visionx Wealth Partners

Fort Dodge, IA · Est. 2026

AUM: $110M
Per adviser: $110M
Advisers: 1

No reported disclosures

Altitude Capital Management LLC

Des Moines, IA · Est. 2024

AUM: $104M
Per adviser: $4M
Advisers: 26

No reported disclosures

Aot Invest LLC

Davenport, IA · Est. 2022

AUM: $94M
Per adviser: $94M
Advisers: 1

No reported disclosures

Fbl Wealth Management, LLC

West Des Moines, IA · Est. 2018

AUM: $9M
Per adviser: $54,358.429
Advisers: 170

No reported disclosures

Alphabit Investments, LLC

Forest City, IA · Est. 2025

AUM: $8M
Per adviser: $4M
Advisers: 2

No reported disclosures

Stackstone Wealth, LLC

Dubuque, IA · Est. 2026

AUM: —
Per adviser: —
Advisers: 18

No reported disclosures

Situsamc Real Estate Valuation Services, LLC

West Des Moines, IA · Est. 1990