Financial advisers in Clive, IA
3 registered investment adviser firms in Clive managing $639M in assets, based on public SEC Form ADV filings.
Paladin Wealth Partners
Clive, IA · Est. 2018
Local
- AUM
- $280M
- Per adviser
- $93M
- Advisers
- 3
No reported disclosures
Weis Advisory
Clive, IA · Est. 2022
Local
- AUM
- $226M
- Per adviser
- $56M
- Advisers
- 4
No reported disclosures
Acadia Legacy Group
Clive, IA · Est. 2022
Local
- AUM
- $133M
- Per adviser
- $44M
- Advisers
- 3
No reported disclosures