Written by investor.com
December 01, 2022
We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Iowa.
investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (RIAs) from across the country. The (up to) 100 best firms, with at least one office in Iowa, were selected using our rigorous Trust Algorithm, which sorts through close to one million data points from the SEC.
Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Iowa are as followed:
- Must be Trusted by investor.com.
- Must have an office location in Iowa.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Abundance Financial Coaching |
|
$0.0 | 537 | 7 | $0.0 |
| Aegis Wealth Management |
|
$120.6 million | 826 | 30 | $146,017 |
| Afsc Advisors |
|
$22.1 million | 129 | 1 | $171,013 |
| American Financial Management |
|
$45.1 million | 410 | 1 | $110,068 |
| Arnold AND Mote Wealth Management |
|
$108.1 million | 125 | 5 | $864,475 |
| Avantax Planning Partners |
|
$5.8 billion | 4,789 | 53 | $1.2 million |
| Bannerman Wealth |
|
$90.9 million | 162 | 4 | $561,301 |
| Basepoint Wealth |
|
$518.0 million | 962 | 11 | $538,474 |
| Bayview Asset Management |
|
$49.8 billion | 46 | 124 | $1.1 billion |
| BerganKDV Wealth Management |
|
$2.1 billion | 1,064 | 23 | $2.0 million |
| Boyle Capital |
|
$238.7 million | 504 | 5 | $473,599 |
| Bradford Financial Center |
|
$207.6 million | 1,676 | 9 | $123,846 |
| BSC Capital Partners |
|
$83.5 million | 238 | 4 | $351,040 |
| BTC Capital Management |
|
$4.3 billion | 94 | 12 | $45.4 million |
| Buckingham Strategic Wealth |
|
$20.0 billion | 11,922 | 229 | $1.7 million |
| Calibrate Wealth |
|
$12.0 million | 40 | 1 | $300,000 |
| Carrie Houchins-Witt Tax and Financial Services |
|
$0.0 | 25 | 2 | $0.0 |
| Cedar Valley Wealth Advisors |
|
$178.8 million | 106 | 2 | $1.7 million |
| Clarity Asset Management |
|
$227.3 million | 257 | 4 | $884,366 |
| Clearwealth |
|
$8.4 million | 100 | 2 | $84,000 |
| Cornbelt Financial |
|
$2.0 million | 21 | 3 | $95,238 |
| Cuna Brokerage Services |
|
$5.8 billion | 16,282 | 716 | $355,629 |
| CWM |
|
$18.8 billion | 34,436 | 410 | $547,367 |
| Dickinson Investment Advisors |
|
$361.6 million | 532 | 2 | $679,628 |
| DMKC Advisory Services |
|
$540.1 million | 415 | 10 | $1.3 million |
| Dynamic Financial Group |
|
$378.0 million | 866 | 3 | $436,500 |
| Ellevity Capital |
|
$41.7 million | 18 | 3 | $2.3 million |
| Fencl Advisory Services |
|
$48.0 million | 151 | 3 | $317,880 |
| Five Talents Financial Management Group |
|
$177.2 million | 976 | 5 | $181,524 |
| Fmsa |
|
$146.4 million | 660 | 9 | $221,818 |
| Forrest Financial Services |
|
$106.0 million | 100 | 2 | $1.1 million |
| Foster Group |
|
$3.4 billion | 1,700 | 36 | $2.0 million |
| FSB Premier Wealth Management |
|
$273.5 million | 678 | 9 | $403,408 |
| Global Retirement Partners |
|
$107.1 billion | 19,922 | 394 | $5.4 million |
| Greenstone Wealth Management |
|
$11.5 million | 47 | 1 | $244,609 |
| Grit Family Office |
|
$39.0 million | 18 | 2 | $2.2 million |
| Guncheon Financial |
|
$76.8 million | 729 | 4 | $105,379 |
| Heacock & Jones Financial Services |
|
$418.8 million | 497 | 9 | $842,747 |
| HJN Advisors |
|
$78.6 million | 101 | 3 | $778,234 |
| IHT Wealth Management |
|
$4.5 billion | 23,061 | 144 | $196,692 |
| Innovative Wealth Management |
|
$55.7 million | 215 | 2 | $258,930 |
| Investment Consulting Group |
|
$2.7 billion | 169 | 2 | $16.1 million |
| IPI Wealth Management |
|
$1.9 billion | 8,258 | 82 | $228,119 |
| Iron Horse Wealth Management |
|
$296.6 million | 1,051 | 6 | $282,173 |
| Kane Company |
|
$172.6 million | 174 | 3 | $991,825 |
| Kraft Financial |
|
$25.3 million | 57 | 2 | $443,683 |
| Legacy Bridge Private Family Offices |
|
$287.6 million | 33 | 2 | $8.7 million |
| Legacy Financial Group |
|
$713.1 million | 2,147 | 8 | $332,132 |
| Lexaurum Advisors |
|
$675.9 million | 1,307 | 21 | $517,118 |
| LFN Advisors |
|
$1.3 million | 5 | 2 | $261,436 |
| LSB Capital Management |
|
$181.7 million | 350 | 10 | $519,081 |
| LW Advisors |
|
$58.0 million | 208 | 2 | $279,019 |
| Midwest Financial |
|
$222.5 million | 601 | 1 | $370,248 |
| Midwestern Financial Group |
|
$84.1 million | 99 | 2 | $849,995 |
| Mokosak Advisory Group |
|
$276.2 million | 395 | 3 | $699,256 |
| Motiv8 Investments |
|
$143.5 million | 1,104 | 7 | $129,965 |
| Nations Financial Group |
|
$2.9 billion | 4,695 | 81 | $624,603 |
| Nielsen Financial Management |
|
$70.0 million | 272 | 2 | $257,352 |
| Nikulski Financial |
|
$288.7 million | 377 | 3 | $765,896 |
| Northwest Wealth Management |
|
$648.1 million | 1,776 | 20 | $364,897 |
| Paladin Wealth Partners |
|
$207.1 million | 93 | 5 | $2.2 million |
| Palen Financial |
|
$26.0 million | 81 | 1 | $320,987 |
| Passage Global Capital Management |
|
$74.9 million | 67 | 2 | $1.1 million |
| Pecaut & Co |
|
$268.8 million | 196 | 4 | $1.4 million |
| Peterson Financial Group |
|
$159.8 million | 374 | 2 | $427,208 |
| Prospective Value Partners |
|
$60.5 million | 29 | 1 | $2.1 million |
| Pursuit Wealth Management |
|
$38.4 million | 108 | 2 | $355,808 |
| Quad City Investment Center |
|
$289.4 million | 425 | 4 | $680,874 |
| Quad-Cities Investment Group |
|
$327.6 million | 466 | 9 | $702,951 |
| RED Cedar |
|
$48.2 million | 224 | 1 | $215,178 |
| Redhawk Wealth Advisors |
|
$1.4 billion | 1,723 | 36 | $802,246 |
| Retireright Consulting Group |
|
$599.4 million | 350 | 3 | $1.7 million |
| River Glen Wealth Counselors |
|
$280.8 million | 133 | 4 | $2.1 million |
| Rosemeyer Management Group |
|
$321.6 million | 597 | 6 | $538,683 |
| RSM US Wealth Management |
|
$9.6 billion | 3,641 | 79 | $2.6 million |
| Russell Wealth Advisors |
|
$71.3 million | 102 | 3 | $699,189 |
| Steele Capital Management |
|
$2.8 billion | 1,543 | 10 | $1.8 million |
| Stewards Advisory Services |
|
$85.4 million | 80 | 2 | $1.1 million |
| Stonefield Investment Advisory |
|
$67.5 million | 289 | 2 | $233,564 |
| Successful Resource Management |
|
$28.3 million | 105 | 1 | $269,952 |
| Surevest Private Wealth |
|
$541.1 million | 351 | 12 | $1.5 million |
| Syverson Strege |
|
$700.6 million | 513 | 11 | $1.4 million |
| THE Planners Professional Services |
|
$0.0 | 41 | 2 | $0.0 |
| The Planning Center |
|
$995.7 million | 927 | 10 | $1.1 million |
| The Wealth Consulting Group |
|
$2.9 billion | 7,706 | 101 | $372,718 |
| Tryon Investments |
|
$103.8 million | 547 | 2 | $189,682 |
| Tuve Investment Management |
|
$121.1 million | 668 | 2 | $181,314 |
| USAdvisors Wealth Management |
|
$441.1 million | 1,620 | 21 | $272,283 |
| Valiant Wealth |
|
$238.0 million | 154 | 3 | $1.5 million |
| Victory Capital Management |
|
$169.6 billion | 2,706 | 83 | $62.7 million |
| Vital Capital |
|
$15.5 million | 125 | 4 | $123,705 |
| Water Valley Investment Advisors |
|
$105.0 million | 150 | 3 | $700,000 |
| Wealthplan Partners |
|
$1.8 billion | 3,442 | 35 | $521,256 |
| Wealthspan Partners |
|
$225.3 million | 387 | 2 | $582,226 |
| Weis Advisory |
|
$115.8 million | 419 | 4 | $276,346 |
| West Financial Advisors |
|
$475.0 million | 246 | 6 | $1.9 million |
| Wilson Wealth Management |
|
$151.7 million | 421 | 5 | $360,446 |
| Wisdom Financial Services |
|
$508.7 million | 1,219 | 10 | $417,303 |
| Woodlands Capital Management |
|
$4.9 million | 10 | 1 | $486,422 |
| World Trend Financial Planning Services |
|
$730.1 million | 1,337 | 9 | $546,079 |
More Top Firms by State
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investor.com
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