Best Financial Advisor Firms Iowa 2024

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Written by investor.com

August 05, 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
ABG Consultants
5/5 Stars $511.9 million 1,984 3 $257,991
Accredited Investors Wealth Management
5/5 Stars $3.4 billion 597 4 $5.6 million
Advance Capital Management
5/5 Stars $4.0 billion 7,015 28 $573,554
Adviceone Advisory Services
5/5 Stars $1.4 billion 1,290 13 $1.1 million
Advisors Management Group
5/5 Stars $614.5 million 1,909 11 $321,908
Assembly Wealth
5/5 Stars $369.0 million 255 6 $1.4 million
Astor Investment Management
5/5 Stars $261.4 million 519 5 $503,753
Baxter Investment Management
5/5 Stars $915.1 million 416 5 $2.2 million
Boyle Capital
5/5 Stars $241.8 million 448 5 $539,788
Bruni J V & CO
5/5 Stars $865.3 million 388 2 $2.2 million
BSW Wealth Partners
5/5 Stars $1.8 billion 416 21 $4.4 million
Cambridge Advisors
5/5 Stars $557.9 million 262 3 $2.1 million
Capwealth Advisors
5/5 Stars $1.4 billion 834 1 $1.6 million
Cincinnati Asset Management
5/5 Stars $2.4 billion 6,312 8 $378,975
Clarity Asset Management
5/5 Stars $204.3 million 265 4 $770,834
Clark Capital Management Group
5/5 Stars $25.9 billion 30,934 24 $838,262
Clearstead; Hartland & Co.; Clearstead Advisory Solutions
5/5 Stars $22.4 billion 4,264 28 $5.2 million
Cookson Peirce Wealth Management
5/5 Stars $1.9 billion 920 17 $2.1 million
Corda Investment Management
5/5 Stars $1.6 billion 1,315 22 $1.2 million
Csenge Advisory Group
5/5 Stars $2.8 billion 5,630 76 $488,978
EP Wealth Advisors
5/5 Stars $22.3 billion 13,185 195 $1.7 million
Estabrook Capital Management
5/5 Stars $863.7 million 794 5 $1.1 million
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 9 $643,018
Familywealth Asset Management
5/5 Stars $175.1 million 412 4 $424,887
Flexible Plan Investments
5/5 Stars $1.4 billion 11,773 6 $120,660
Foster Group
5/5 Stars $3.2 billion 1,840 47 $1.8 million
Freedom Investment Management
5/5 Stars $2.0 billion 9,859 17 $204,068
Frontier Asset Management
5/5 Stars $5.7 billion 3,671 14 $1.6 million
Future Capital
5/5 Stars $962.5 million 12,768 2 $75,386
Geowealth Management
5/5 Stars $12.3 billion 49,816 20 $247,576
Godsey & Gibb Wealth Management
5/5 Stars $1.3 billion 799 9 $1.6 million
Grimes & Company
5/5 Stars $4.9 billion 3,599 30 $1.3 million
Harvest Investment Services
5/5 Stars $281.7 million 1,195 21 $235,699
Homan Wealth Advisors
5/5 Stars $271.1 million 185 4 $1.5 million
IAG Wealth Partners
5/5 Stars $1.3 billion 2,070 13 $644,241
Interactive Financial Advisors
5/5 Stars $284.9 million 2,437 36 $116,922
Investment Consulting Group
5/5 Stars $2.4 billion 195 2 $12.2 million
JAG Capital Management
5/5 Stars $1.6 billion 895 12 $1.7 million
JMG Financial Group
5/5 Stars $5.4 billion 1,552 37 $3.5 million
Jnba Financial Advisors
5/5 Stars $1.5 billion 1,027 29 $1.5 million
Klaas Financial Asset Advisors
5/5 Stars $568.6 million 965 12 $589,253
Lutz Financial
5/5 Stars $2.3 billion 801 10 $2.8 million
Mainstay Capital Management
5/5 Stars $4.0 billion 3,476 14 $1.2 million
Marks Group Wealth Management
5/5 Stars $1.7 billion 760 9 $2.2 million
Matson Money
5/5 Stars $19.6 billion 30,605 9 $641,967
Mench Financial
5/5 Stars $126.7 million 236 3 $536,935
Mendota Financial Group
5/5 Stars $431.1 million 247 6 $1.7 million
Merit Financial Advisors
5/5 Stars $7.3 billion 11,475 139 $631,994
Miller Tabak Asset Management
5/5 Stars $1.3 billion 1,104 1 $1.2 million
Minneapolis Portfolio Management Group
5/5 Stars $889.0 million 1,879 3 $473,102
Mitchell Capital Management CO
5/5 Stars $762.7 million 291 5 $2.6 million
Nicollet Investment Management
5/5 Stars $477.0 million 310 8 $1.5 million
Orgel Wealth Management
5/5 Stars $7.1 billion 3,813 31 $1.9 million
Parallel Advisors
5/5 Stars $7.1 billion 3,658 63 $1.9 million
Pecaut Wealth Management
5/5 Stars $306.6 million 211 4 $1.5 million
Quad City Investment Center
5/5 Stars $245.2 million 505 6 $485,583
Sage Advisory Services CO
5/5 Stars $22.7 billion 8,128 38 $2.8 million
Shufro, Rose & Co
5/5 Stars $2.0 billion 1,269 9 $1.6 million
Sigfig Wealth Management
5/5 Stars $2.8 billion 79,642 4 $35,120
Slavic Mutual Funds Management Corp
5/5 Stars $5.6 billion 1,098 13 $5.1 million
SMI Advisory Services
5/5 Stars $815.0 million 975 5 $835,897
Smith Anglin Financial
5/5 Stars $1.6 billion 1,254 16 $1.3 million
Stadion Money Management
5/5 Stars $2.3 billion 50,984 15 $45,756
Steele Capital Management
5/5 Stars $2.7 billion 1,579 11 $1.7 million
Stonebridge Capital Advisors
5/5 Stars $2.0 billion 1,494 14 $1.4 million
Symmetry Partners
5/5 Stars $5.9 billion 11,453 15 $513,352
Tandem Investment Advisors
5/5 Stars $3.2 billion 9,811 9 $330,206
The Mather Group
5/5 Stars $10.5 billion 4,245 91 $2.5 million
The Planning Center
5/5 Stars $1.1 billion 928 9 $1.2 million
TJT Capital Group
5/5 Stars $314.7 million 307 3 $1.0 million
TOM Johnson Investment Management
5/5 Stars $1.5 billion 5,627 6 $267,561
Traynor Capital Management
5/5 Stars $1.2 billion 1,003 4 $1.2 million
True Measure Wealth Management
5/5 Stars $207.7 million 348 1 $596,910
Values First Advisors
5/5 Stars $190.1 million 969 8 $196,156
Windsor Capital Management
5/5 Stars $619.8 million 578 5 $1.1 million
View More

Find a financial advisor in Iowa

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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 securities or investment products, 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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