Best Financial Advisor Firms Iowa 2024

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Written by investor.com

February 06, 2024

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, investor.com gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Iowa in 2024.

Best Firms in Iowa

Click any column header to sort the table, or click any firm to see a detailed review.

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Accredited Investors Wealth Management 5/5 Stars $3.0 billion 590 4 $5.0 million
Advance Capital Management 5/5 Stars $3.6 billion 6,815 29 $523,833
Adviceone Advisory Services 5/5 Stars $1.1 billion 1,253 15 $915,864
Advisors Management Group 5/5 Stars $555.0 million 1,863 10 $297,891
Archford Capital Strategies 5/5 Stars $821.5 million 660 9 $1.2 million
Astor Investment Management 5/5 Stars $324.8 million 706 5 $460,026
Boyle Capital 5/5 Stars $238.1 million 468 5 $508,675
Bruni J V & CO 5/5 Stars $748.3 million 384 2 $1.9 million
Cahill Financial Advisors 5/5 Stars $1.1 billion 1,055 13 $1.0 million
Cambridge Advisors 5/5 Stars $557.9 million 262 3 $2.1 million
Capwealth Advisors 5/5 Stars $1.2 billion 852 9 $1.4 million
Cincinnati Asset Management 5/5 Stars $2.3 billion 6,437 8 $361,202
Clarity Asset Management 5/5 Stars $191.0 million 266 4 $718,003
Clark Capital Management Group 5/5 Stars $21.9 billion 27,604 24 $794,629
Cookson Peirce Wealth Management 5/5 Stars $1.8 billion 2,207 16 $821,873
Csenge Advisory Group 5/5 Stars $2.3 billion 6,161 69 $367,643
Dash Investments logoDash Investments 5/5 Stars $341.6 million 335 4 $1.0 million
EP Wealth Advisors 5/5 Stars $17.1 billion 11,485 176 $1.5 million
Estabrook Capital Management 5/5 Stars $761.4 million 828 6 $919,525
Evanson Asset Management 5/5 Stars $4.8 billion 1,019 5 $4.8 million
Family Investment Center 5/5 Stars $515.7 million 802 11 $643,018
Familywealth Asset Management 5/5 Stars $198.3 million 440 5 $450,611
Flexible Plan Investments 5/5 Stars $1.6 billion 14,395 6 $108,661
Foster Group 5/5 Stars $3.1 billion 1,814 41 $1.7 million
Freedom Investment Management 5/5 Stars $1.4 billion 12,756 13 $112,275
Frontier Asset Management 5/5 Stars $5.9 billion 4,289 11 $1.4 million
Geowealth Management 5/5 Stars $7.5 billion 43,987 14 $171,555
Godsey & Gibb Wealth Management 5/5 Stars $1.2 billion 764 8 $1.5 million
Grimes & Company 5/5 Stars $4.2 billion 3,530 28 $1.2 million
Harvest Investment Services 5/5 Stars $254.3 million 836 29 $304,142
Homan Wealth Advisors 5/5 Stars $214.1 million 146 3 $1.5 million
Interactive Financial Advisors 5/5 Stars $284.9 million 2,437 36 $116,922
Investment Consulting Group 5/5 Stars $2.1 billion 168 2 $12.5 million
JAG Capital Management 5/5 Stars $1.7 billion 970 14 $1.7 million
JMG Financial Group 5/5 Stars $4.5 billion 1,454 38 $3.1 million
Jnba Financial Advisors 5/5 Stars $1.3 billion 1,029 26 $1.3 million
Lutz Financial 5/5 Stars $2.3 billion 801 9 $2.8 million
Mainstay Capital Management 5/5 Stars $3.7 billion 3,557 14 $1.0 million
Marks Group Wealth Management 5/5 Stars $1.5 billion 766 9 $1.9 million
Matson Money 5/5 Stars $17.7 billion 30,322 10 $583,191
Mench Financial 5/5 Stars $136.0 million 298 3 $456,217
Mendota Financial Group 5/5 Stars $431.1 million 247 6 $1.7 million
Merit Financial Advisors 5/5 Stars $5.5 billion 9,154 119 $603,295
Miller Tabak Asset Management 5/5 Stars $1.3 billion 1,070 2 $1.2 million
Minneapolis Portfolio Management Group 5/5 Stars $824.9 million 2,056 3 $401,226
Mitchell Capital Management CO 5/5 Stars $661.3 million 285 6 $2.3 million
Nicollet Investment Management 5/5 Stars $463.5 million 308 7 $1.5 million
Orgel Wealth Management 5/5 Stars $6.3 billion 3,762 26 $1.7 million
Parallel Advisors 5/5 Stars $5.7 billion 3,525 43 $1.6 million
Pecaut Wealth Management 5/5 Stars $306.6 million 211 4 $1.5 million
Pronvest 5/5 Stars $779.6 million 12,398 2 $62,883
Quad City Investment Center 5/5 Stars $245.2 million 505 6 $485,583
Sage Advisory Services CO 5/5 Stars $15.3 billion 4,888 38 $3.1 million
Shufro, Rose & Co 5/5 Stars $1.8 billion 1,344 9 $1.3 million
Sigfig Wealth Management 5/5 Stars $2.1 billion 60,484 5 $34,644
Slavic Mutual Funds Management Corp 5/5 Stars $4.1 billion 879 13 $4.7 million
SMI Advisory Services 5/5 Stars $730.0 million 900 4 $811,111
Smith Anglin Financial 5/5 Stars $1.2 billion 1,182 16 $1.1 million
Stadion Money Management 5/5 Stars $2.3 billion 50,984 15 $45,756
Steele Capital Management 5/5 Stars $2.3 billion 1,569 11 $1.5 million
Stonebridge Capital Advisors 5/5 Stars $1.8 billion 1,371 3 $1.3 million
Symmetry Partners 5/5 Stars $6.5 billion 12,118 20 $537,290
Tandem Investment Advisors 5/5 Stars $3.2 billion 9,844 8 $325,758
The Planning Center 5/5 Stars $1.1 billion 928 9 $1.2 million
TOM Johnson Investment Management 5/5 Stars $1.5 billion 5,573 6 $272,640
Traynor Capital Management 5/5 Stars $823.1 million 965 4 $852,953
True Measure Wealth Management 5/5 Stars $196.2 million 335 1 $585,526
Values First Advisors 5/5 Stars $174.9 million 950 8 $184,118
Windsor Capital Management 5/5 Stars $619.8 million 578 5 $1.1 million
Wrapmanager 5/5 Stars $340.1 million 268 6 $1.3 million
Zega Financial 5/5 Stars $513.4 million 270 6 $1.9 million
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Find a financial advisor in Iowa

Find the best financial advisor firms near you. You can use our search bar to find a financial advisor near your address or ZIP code, or use the map to find a financial advisor firm in your area.


More Top Firms by State

Methodology

Every month investor.com’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Iowa 2024.

Firm has:

  • Jurisdiction in Iowa
  • SEC registration
  • No reported conflicts of interest*
  • No reported disciplinary history
  • At least 10 years in business
  • Total clients: 100+
  • Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by investor.com: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary investments, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.

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