Financial advisers in Dubuque, IA
6 registered investment adviser firms in Dubuque managing $12.0B in assets, based on public SEC Form ADV filings.
Avantax Planning Partners, INC.
Dubuque, IA · Est. 1996
National
- AUM
- $7.6B
- Per adviser
- $38M
- Advisers
- 200
No reported disclosures
Steele Capital Management, INC.
Dubuque, IA · Est. 1995
Regional
- AUM
- $3.5B
- Per adviser
- $273M
- Advisers
- 13
No reported disclosures
Friday Financial
Dubuque, IA · Est. 2024
Local
- AUM
- $409M
- Per adviser
- $68M
- Advisers
- 6
No reported disclosures
Weitzel Financial Services, INC.
Dubuque, IA · Est. 2020
LocalInternational
- AUM
- $328M
- Per adviser
- $82M
- Advisers
- 4
No reported disclosures
The Life Group Financial Services
Dubuque, IA · Est. 2024
Regional
- AUM
- $146M
- Per adviser
- $37M
- Advisers
- 4
No reported disclosures
Stackstone Wealth, LLC
Dubuque, IA · Est. 2026
Regional
- AUM
- —
- Per adviser
- —
- Advisers
- 18
No reported disclosures