Best Financial Advisor Firms Iowa 2023

investor.com

Written by investor.com

April 06, 2023

We're thrilled to recognize the 2023 Top Financial Advisor Firms in Iowa.

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as 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 more than 500,000 data points from the SEC.

Our analysis contains data as of April 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Iowa are as follows:

  • Must be rated 5 stars by investor.com's Trust Algorithm.
  • 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
Aegis Wealth Management 4.5/5 Stars $135.0 million 1,147 28 $117,692
Afsc Advisors 4.5/5 Stars $20.2 million 135 1 $149,279
American Financial Management 5/5 Stars $38.2 million 326 1 $117,164
Andersen 5/5 Stars $4.2 billion 411 9 $10.3 million
Arnold AND Mote Wealth Management 4.5/5 Stars $92.2 million 126 5 $731,699
Avantax Planning Partners 4.5/5 Stars $5.5 billion 7,350 239 $742,379
Bannerman Wealth 4.5/5 Stars $99.6 million 181 4 $550,504
Basepoint Wealth 4.5/5 Stars $562.0 million 1,129 11 $497,782
Bayview Asset Management 5/5 Stars $39.0 billion 52 124 $750.4 million
BerganKDV Wealth Management 5/5 Stars $2.1 billion 1,064 23 $2.0 million
Boyle Capital 5/5 Stars $238.1 million 468 5 $508,675
Bradford Financial Center 4.5/5 Stars $186.9 million 721 8 $259,209
BSC Capital Partners 4.5/5 Stars $83.2 million 265 4 $313,813
BTC Capital Management 5/5 Stars $3.6 billion 94 12 $38.5 million
Buckingham Strategic Wealth 4.5/5 Stars $22.1 billion 12,379 270 $1.8 million
Calibrate Wealth 4.5/5 Stars $12.0 million 40 1 $300,000
Callahan Financial Planning 4.5/5 Stars $223.4 million 190 9 $1.2 million
Carrie Houchins-Witt Tax and Financial Services 5/5 Stars $0.0 30 2 $0.0
Cedar Point Capital Partners 4.5/5 Stars $140.4 million 413 3 $339,995
Cedar Valley Wealth Advisors 4.5/5 Stars $144.8 million 105 2 $1.4 million
Clarity Asset Management 5/5 Stars $191.0 million 266 4 $718,003
Clearwealth 4.5/5 Stars $12.0 million 120 2 $100,000
Coretegic Capital 4.5/5 Stars $8.3 million 21 1 $395,955
CWM 4.5/5 Stars $19.9 billion 35,511 475 $561,616
Dickinson Investment Advisors 5/5 Stars $323.6 million 538 3 $601,493
DMKC Advisory Services 4.5/5 Stars $476.8 million 419 10 $1.1 million
Dynamic Financial Group 4.5/5 Stars $358.6 million 882 4 $406,544
Ellevity Capital 4.5/5 Stars $41.7 million 16 3 $2.6 million
FBL Wealth Management 4.5/5 Stars $10.9 million 4,299 110 $2,528
Fencl Advisory Services 4.5/5 Stars $58.0 million 172 3 $337,209
Five Talents Financial Management Group 4.5/5 Stars $164.5 million 1,021 5 $161,105
Fmsa 4.5/5 Stars $145.2 million 713 9 $203,658
Forrest Financial Services 5/5 Stars $96.0 million 100 2 $960,000
Foster Group 5/5 Stars $3.1 billion 1,814 41 $1.7 million
FSB Premier Wealth Management 4.5/5 Stars $241.2 million 755 10 $319,501
Gilbert & Cook 4.5/5 Stars $973.6 million 772 15 $1.3 million
Greenstone Wealth Management 4.5/5 Stars $17.0 million 62 1 $274,921
Grit Family Office 4.5/5 Stars $49.7 million 22 2 $2.3 million
Guncheon Financial 5/5 Stars $94.9 million 642 4 $147,753
Heacock & Jones Financial Services 4.5/5 Stars $385.5 million 662 6 $582,254
HJN Advisors 4.5/5 Stars $69.2 million 97 2 $713,510
Innovative Wealth Management 4.5/5 Stars $55.1 million 207 2 $266,054
Investment Consulting Group 5/5 Stars $2.1 billion 168 2 $12.5 million
IPI Wealth Management 4.5/5 Stars $1.8 billion 9,785 81 $181,582
Iron Horse Wealth Management 4.5/5 Stars $336.8 million 1,318 6 $255,526
Kane Company 4.5/5 Stars $165.5 million 185 3 $894,707
Legacy Bridge Private Family Offices 5/5 Stars $292.6 million 35 2 $8.4 million
Legacy Financial Group 4.5/5 Stars $604.6 million 1,272 6 $475,334
Lexaurum Advisors 4.5/5 Stars $604.1 million 1,462 23 $413,220
LFN Advisors 4.5/5 Stars $945,405 9 2 $105,045
LW Advisors 4.5/5 Stars $55.2 million 179 2 $308,399
Merkle Retirement Planning 4.5/5 Stars $260.6 million 700 7 $372,288
Midwest Financial 4.5/5 Stars $205.0 million 631 1 $324,856
Midwestern Financial Group 4.5/5 Stars $86.6 million 107 3 $808,993
Mokosak Advisory Group 4.5/5 Stars $228.3 million 408 3 $559,641
Motiv8 Investments 4.5/5 Stars $118.1 million 722 13 $163,640
Nations Financial Group 4.5/5 Stars $3.0 billion 5,312 85 $566,916
Nielsen Financial Management 4.5/5 Stars $66.7 million 333 2 $200,438
Nikulski Financial 4.5/5 Stars $252.1 million 383 3 $658,177
Northwest Wealth Management 4.5/5 Stars $605.4 million 1,898 20 $318,958
Paladin Wealth Partners 4.5/5 Stars $173.4 million 93 5 $1.9 million
Palen Financial 5/5 Stars $24.1 million 81 1 $296,942
Passage Global Capital Management 5/5 Stars $59.5 million 69 2 $862,457
Pecaut & Co 5/5 Stars $268.8 million 196 4 $1.4 million
Prospective Value Partners 4.5/5 Stars $62.0 million 33 1 $1.9 million
Pursuit Wealth Management 4.5/5 Stars $32.1 million 103 1 $311,629
Quad City Investment Center 5/5 Stars $263.2 million 483 5 $544,921
Quad-Cities Investment Group 5/5 Stars $293.0 million 517 7 $566,791
R&V Personal Finance 4.5/5 Stars $5.3 million 18 1 $296,261
RED Cedar 4.5/5 Stars $27.2 million 172 1 $158,139
Redhawk Wealth Advisors 5/5 Stars $1.2 billion 2,168 35 $557,881
Retireright Consulting Group 4.5/5 Stars $599.4 million 350 3 $1.7 million
River Glen Wealth Counselors 4.5/5 Stars $241.9 million 142 4 $1.7 million
Rosemeyer Management Group 4.5/5 Stars $338.1 million 745 7 $453,785
RSM US Wealth Management 4.5/5 Stars $12.2 billion 6,276 105 $1.9 million
Russell Wealth Advisors 4.5/5 Stars $68.9 million 108 3 $638,407
Savant Wealth Management 5/5 Stars $13.4 billion 9,662 143 $1.4 million
Steele Capital Management 5/5 Stars $2.3 billion 1,569 11 $1.5 million
Stewards Advisory Services 4.5/5 Stars $82.9 million 79 2 $1.0 million
Stonefield Investment Advisory 4.5/5 Stars $64.0 million 206 2 $310,679
Successful Resource Management 4.5/5 Stars $22.2 million 101 1 $219,940
Syverson Strege 5/5 Stars $665.7 million 529 11 $1.3 million
THE Planners Professional Services 4.5/5 Stars $0.0 31 1 $0.0
The Planning Center 5/5 Stars $946.6 million 941 9 $1.0 million
The Wealth Consulting Group 4.5/5 Stars $2.8 billion 7,407 109 $377,454
Trek Financial 5/5 Stars $1.9 billion 4,230 52 $443,648
Truadvice 4.5/5 Stars $938.9 million 1,359 24 $690,897
Tryon Investments 5/5 Stars $91.2 million 532 2 $171,449
Tuve Investment Management 5/5 Stars $110.8 million 1,478 2 $74,936
USAdvisors Wealth Management 5/5 Stars $360.9 million 1,094 19 $329,881
Valiant Wealth 4.5/5 Stars $250.1 million 158 2 $1.6 million
Water Valley Investment Advisors 4.5/5 Stars $94.0 million 150 3 $626,553
Wealthplan Partners 4.5/5 Stars $1.6 billion 3,670 30 $441,403
Wealthspan Partners 4.5/5 Stars $224.5 million 398 3 $564,151
Weis Advisory 4.5/5 Stars $143.7 million 541 4 $265,606
Weiss Financial Group 4.5/5 Stars $3.9 million 44 1 $88,841
West Financial Advisors 4.5/5 Stars $418.8 million 267 5 $1.6 million
Wilson Wealth Management 4.5/5 Stars $161.3 million 458 5 $352,235
Wisdom Financial Services 4.5/5 Stars $501.1 million 1,293 10 $387,573
Woodlands Capital Management 4.5/5 Stars $7.1 million 12 1 $590,583

More Top Firms by State

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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