Financial advisers in Cedar Rapids, IA

11 registered investment adviser firms in Cedar Rapids managing $119.2B in assets, based on public SEC Form ADV filings.

Aegon Asset Management US

Cedar Rapids, IA · Est. 2001

NationalInternational

Fee-based

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

Transamerica Retirement Advisors, LLC

Cedar Rapids, IA · Est. 1992

National

Fee-based

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

Nations Financial Group, INC.

Cedar Rapids, IA · Est. 2000

National

Fee-based

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

No reported disclosures

Bfc Planning, INC.

Cedar Rapids, IA · Est. 2007

NationalInternational

Fee-based

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

No reported disclosures

Berthel Fisher & Company Financial Services, INC.

Cedar Rapids, IA · Est. 2003

National

Fee-based

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

No reported disclosures

Basepoint Wealth, LLC

Cedar Rapids, IA · Est. 2017

Regional

Fee-based

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

No reported disclosures

Aegon Real Assets US

Cedar Rapids, IA · Est. 2017

Local

Fee-based

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

No reported disclosures

Beacon Capital, LLC

Cedar Rapids, IA · Est. 2021

Local

Fee-only

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

Cedar Point Capital Partners, LLC

Cedar Rapids, IA · Est. 2022

LocalInternational

Fee-based

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

No reported disclosures

Bridgeway Wealth Management, LLC

Cedar Rapids, IA · Est. 2023

Local

Fee-based

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

No reported disclosures

Stonefield Investment Advisory, INC.

Cedar Rapids, IA · Est. 2025

Local

Fee-only

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

No reported disclosures