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