Financial advisers in Davenport, IA
6 registered investment adviser firms in Davenport managing $8.1B in assets, based on public SEC Form ADV filings.
Ausdal Financial Partners, INC.
Davenport, IA · Est. 2008
National
- AUM
- $3.7B
- Per adviser
- $22M
- Advisers
- 168
No reported disclosures
Investment Consulting Group INC
Davenport, IA · Est. 1991
Regional
- AUM
- $2.8B
- Per adviser
- $1.4B
- Advisers
- 2
No reported disclosures
Matheson & Rock Wealth Management, LLC
Davenport, IA · Est. 2019
Local
- AUM
- $530M
- Per adviser
- $177M
- Advisers
- 3
No reported disclosures
Wealthspan Partners, LLC
Davenport, IA · Est. 2018
Regional
- AUM
- $451M
- Per adviser
- $90M
- Advisers
- 5
No reported disclosures
Quad-Cities Investment Group, LLC
Davenport, IA · Est. 2010
LocalInternational
- AUM
- $426M
- Per adviser
- $71M
- Advisers
- 6
No reported disclosures
Aot Invest LLC
Davenport, IA · Est. 2022
Local
- AUM
- $94M
- Per adviser
- $94M
- Advisers
- 1
No reported disclosures