Best Financial Advisor Firms Iowa 2023

investor.com

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:

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

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, retirement planning, and more.


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