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Best Financial Advisor Firms Iowa 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 Financial Advisor Firms in Iowa.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in Iowa, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of October 16, 2021, 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!



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Firm Rating Year Registered Minimum Office Locations
Abundance Financial Coaching 2015 View Locations
Advisory Advocates 2016 View Locations
Aegis Wealth Management 2019 View Locations
Afsc Advisors 2016 View Locations
Alphastar Capital Management 2011 View Locations
Arnold AND Mote Wealth Management 2016 View Locations
Avantax Planning Partners 1996 View Locations
BFC Planning 2007 View Locations
BKD Wealth Advisors 1999 View Locations
BSC Capital Partners 2016 View Locations
BTC Capital Management 2003 View Locations
Basepoint Wealth 2017 View Locations
Bayview Asset Management 2012 View Locations
BerganKDV Wealth Management 2007 View Locations
Boyle Capital 2007 View Locations
Bradford Financial Center 2007 View Locations
Buckingham Strategic Wealth 2007 View Locations
CAPTRUST 2003 View Locations
CRI Securities 2003 View Locations
CWM 2011 View Locations
Callahan Financial Planning 2021 View Locations
Carrie Houchins-witt TAX AND Financial Services 2014 View Locations
Cedar Valley Wealth Advisors 2018 View Locations
Clarity Asset Management 2013 View Locations
Cliftonlarsonallen Wealth Advisors 2000 View Locations
Coretegic Capital 2018 View Locations
Cuna Brokerage Services 2001 View Locations
DMKC Advisory Services 2007 View Locations
Dickinson Investment Advisors 2015 View Locations
Dynamic Financial Group 2017 View Locations
Ellevity Capital 2016 View Locations
Fencl Advisory Services 2000 View Locations
Five Talents Financial Management Group 2020 View Locations
Fmsa 2010 View Locations
Forrest Financial Services 2001 View Locations
Foster Group 1991 View Locations
Global Retirement Partners 2014 View Locations
Guncheon Financial 2015 View Locations
HJN Advisors 2017 View Locations
HUB Investment Advisors 2012 View Locations
Heacock & Jones Financial Services 2000 View Locations
IPI Wealth Management 1999 View Locations
Investment Consulting Group 1991 View Locations
Iowa Wealth Management 2017 View Locations
Iron Horse Wealth Management 2016 View Locations
Kane Company 2019 View Locations
LW Advisors 2015 View Locations
Legacy Bridge Private Family Offices 2016 View Locations
Legacy Financial Group 2014 View Locations
Lexaurum Advisors 2016 View Locations
Mercer Global Advisors 2008 $500,000 View Locations
Midwest Financial 2017 View Locations
Midwestern Financial Group 2015 View Locations
Mission Wealth Management 2002 View Locations
Mokosak Advisory Group 2017 View Locations
Motiv8 Investments 2016 View Locations
Nations Financial Group 2000 View Locations
Nikulski Financial 2017 View Locations
Northwest Wealth Management 2011 View Locations
Palen Financial 2012 View Locations
Passage Global Capital Management 2007 View Locations
Pecaut & Co 1995 View Locations
Peterson Financial Group 2021 View Locations
Plan2thrive Financial Services 2010 View Locations
Principal Global Investors 1998 View Locations
Principal Real Estate Investors 1999 View Locations
Prospective Value Partners 2015 View Locations
Pursuit Wealth Management 2014 View Locations
Quad City Investment Center 2001 View Locations
Quad-Cities Investment Group 2010 View Locations
Redhawk Wealth Advisors 2008 View Locations
Retireright Consulting Group 2019 View Locations
River Glen Wealth Counselors 2015 View Locations
Rosemeyer Management Group 2020 View Locations
Russell Wealth Advisors 2017 View Locations
Steele Capital Management 1995 View Locations
Stewards Advisory Services 2018 View Locations
Stonefield Investment Advisory 2011 View Locations
Stratos Wealth Partners 2010 View Locations
Successful Resource Management 2009 View Locations
Surevest Private Wealth 2020 View Locations
Syverson Strege 1997 View Locations
THE Planners Professional Services 1999 View Locations
Taber Asset Management 2012 View Locations
The Planning Center 2002 View Locations
The Wealth Consulting Group 2014 View Locations
Tryon Investments 2012 View Locations
Tuve Investment Management 2015 View Locations
USAdvisors Wealth Management 2013 View Locations
Valiant Wealth 2016 View Locations
Victory Capital Management 1994 View Locations
Water Valley Investment Advisors 2000 View Locations
Wealth Enhancement Advisory Services 2001 View Locations
Wealthplan Partners 2019 View Locations
Wealthspan Partners 2018 View Locations
Weis Advisory 2015 View Locations
West Financial Advisors 2017 View Locations
Wisdom Financial Services 2018 View Locations
Woodlands Capital Management 2015 View Locations
World Trend Financial Planning Services 2008 View Locations


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