Best Financial Advisor Firms Iowa 2024

Written by investor.com

February 06, 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
Accredited Investors Wealth Management		$3.0 billion	590	4	$5.0 million
Advance Capital Management		$3.6 billion	6,815	29	$523,833
Adviceone Advisory Services		$1.1 billion	1,253	15	$915,864
Advisors Management Group		$555.0 million	1,863	10	$297,891
Archford Capital Strategies		$821.5 million	660	9	$1.2 million
Astor Investment Management		$324.8 million	706	5	$460,026
Boyle Capital		$238.1 million	468	5	$508,675
Bruni J V & CO		$748.3 million	384	2	$1.9 million
Cahill Financial Advisors		$1.1 billion	1,055	13	$1.0 million
Cambridge Advisors		$557.9 million	262	3	$2.1 million
Capwealth Advisors		$1.2 billion	852	9	$1.4 million
Cincinnati Asset Management		$2.3 billion	6,437	8	$361,202
Clarity Asset Management		$191.0 million	266	4	$718,003
Clark Capital Management Group		$21.9 billion	27,604	24	$794,629
Cookson Peirce Wealth Management		$1.8 billion	2,207	16	$821,873
Csenge Advisory Group		$2.3 billion	6,161	69	$367,643
Dash Investments		$341.6 million	335	4	$1.0 million
EP Wealth Advisors		$17.1 billion	11,485	176	$1.5 million
Estabrook Capital Management		$761.4 million	828	6	$919,525
Evanson Asset Management		$4.8 billion	1,019	5	$4.8 million
Family Investment Center		$515.7 million	802	11	$643,018
Familywealth Asset Management		$198.3 million	440	5	$450,611
Flexible Plan Investments		$1.6 billion	14,395	6	$108,661
Foster Group		$3.1 billion	1,814	41	$1.7 million
Freedom Investment Management		$1.4 billion	12,756	13	$112,275
Frontier Asset Management		$5.9 billion	4,289	11	$1.4 million
Geowealth Management		$7.5 billion	43,987	14	$171,555
Godsey & Gibb Wealth Management		$1.2 billion	764	8	$1.5 million
Grimes & Company		$4.2 billion	3,530	28	$1.2 million
Harvest Investment Services		$254.3 million	836	29	$304,142
Homan Wealth Advisors		$214.1 million	146	3	$1.5 million
Interactive Financial Advisors		$284.9 million	2,437	36	$116,922
Investment Consulting Group		$2.1 billion	168	2	$12.5 million
JAG Capital Management		$1.7 billion	970	14	$1.7 million
JMG Financial Group		$4.5 billion	1,454	38	$3.1 million
Jnba Financial Advisors		$1.3 billion	1,029	26	$1.3 million
Lutz Financial		$2.3 billion	801	9	$2.8 million
Mainstay Capital Management		$3.7 billion	3,557	14	$1.0 million
Marks Group Wealth Management		$1.5 billion	766	9	$1.9 million
Matson Money		$17.7 billion	30,322	10	$583,191
Mench Financial		$136.0 million	298	3	$456,217
Mendota Financial Group		$431.1 million	247	6	$1.7 million
Merit Financial Advisors		$5.5 billion	9,154	119	$603,295
Miller Tabak Asset Management		$1.3 billion	1,070	2	$1.2 million
Minneapolis Portfolio Management Group		$824.9 million	2,056	3	$401,226
Mitchell Capital Management CO		$661.3 million	285	6	$2.3 million
Nicollet Investment Management		$463.5 million	308	7	$1.5 million
Orgel Wealth Management		$6.3 billion	3,762	26	$1.7 million
Parallel Advisors		$5.7 billion	3,525	43	$1.6 million
Pecaut Wealth Management		$306.6 million	211	4	$1.5 million
Pronvest		$779.6 million	12,398	2	$62,883
Quad City Investment Center		$245.2 million	505	6	$485,583
Sage Advisory Services CO		$15.3 billion	4,888	38	$3.1 million
Shufro, Rose & Co		$1.8 billion	1,344	9	$1.3 million
Sigfig Wealth Management		$2.1 billion	60,484	5	$34,644
Slavic Mutual Funds Management Corp		$4.1 billion	879	13	$4.7 million
SMI Advisory Services		$730.0 million	900	4	$811,111
Smith Anglin Financial		$1.2 billion	1,182	16	$1.1 million
Stadion Money Management		$2.3 billion	50,984	15	$45,756
Steele Capital Management		$2.3 billion	1,569	11	$1.5 million
Stonebridge Capital Advisors		$1.8 billion	1,371	3	$1.3 million
Symmetry Partners		$6.5 billion	12,118	20	$537,290
Tandem Investment Advisors		$3.2 billion	9,844	8	$325,758
The Planning Center		$1.1 billion	928	9	$1.2 million
TOM Johnson Investment Management		$1.5 billion	5,573	6	$272,640
Traynor Capital Management		$823.1 million	965	4	$852,953
True Measure Wealth Management		$196.2 million	335	1	$585,526
Values First Advisors		$174.9 million	950	8	$184,118
Windsor Capital Management		$619.8 million	578	5	$1.1 million
Wrapmanager		$340.1 million	268	6	$1.3 million
Zega Financial		$513.4 million	270	6	$1.9 million

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Find a financial advisor in Iowa

Find the best financial advisor firms near you. You can use our search bar to find a financial advisor near your address or ZIP code, or use the map to find a financial advisor firm in your area.

More Top Firms by State

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.

About the Editorial Team

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.