RIA Intelligence

Investment Advisers in Iowa

160 registered firms

Sort by: AUM Name Employees Last Updated
TS BANK
CRD #314571 TREYNOR, IA
SEC
AUM
$86.3M
Employees
3
GREAT RIVER ASSET MANAGEMENT LLC
CRD #115238 BURLINGTON, IA
SEC
AUM
$98.9M
Employees
2
PEARL MANAGEMENT COMPANY
CRD #105412 MUSCATINE, IA
SEC
AUM
$106M
Employees
6
STONEFIELD INVESTMENT ADVISORY, INC.
CRD #113802 CEDAR RAPIDS, IA
SEC
AUM
$108M
Employees
2
IOWA WEALTH MANAGEMENT, LLC
CRD #286435 WEST DES MOINES, IA
SEC
AUM
$110.9M
Employees
2
COMMERCE WEALTH ADVISERS, LLC
CRD #144449 CLIVE, IA
SEC Disclosures
AUM
$114.9M
Employees
11
DAVID JAMES FINANCIAL
CRD #306301 NORTH LIBERTY, IA
SEC
AUM
$116.1M
Employees
4
ACADIA LEGACY GROUP, LLC
CRD #291481 CLIVE, IA
SEC
AUM
$116.6M
Employees
4
PLAN2THRIVE FINANCIAL, LLC
CRD #317005 ELDRIDGE, IA
SEC
AUM
$119.3M
Employees
6
FORREST FINANCIAL SERVICES L.L.C.
CRD #117546 WINDSOR HEIGHTS, IA
SEC
AUM
$127M
Employees
2
ARNOLD FINANCIAL PLANNING LLC
CRD #283698 HIAWATHA, IA
SEC
AUM
$128.3M
Employees
5
KEYSTONE WEALTH MANAGEMENT INC.
CRD #304133 WATERLOO, IA
SEC
AUM
$130.2M
Employees
2
TUVE INVESTMENT MANAGEMENT, INC.
CRD #226702 WATERLOO, IA
SEC
AUM
$133.3M
Employees
6
GUNCHEON FINANCIAL LLC
CRD #277091 DUBUQUE, IA
SEC
AUM
$136.5M
Employees
4
MIDWESTERN FINANCIAL, LLC
CRD #270022 IOWA CITY, IA
SEC
AUM
$139.3M
Employees
3
BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD #326547 CEDAR RAPIDS, IA
SEC
AUM
$151.5M
Employees
2
THE HEATON HOPPES GROUP, LLC
CRD #115511 CEDAR FALLS, IA
SEC
AUM
$155M
Employees
3
SUMMIT AG INVESTORS, LLC
CRD #171443 ALDEN, IA
SEC Private Funds
AUM
$163M
Employees
5
LSB CAPITAL MANAGEMENT, INC.
CRD #310466 ANKENY, IA
SEC
AUM
$173M
Employees
10
A.O. WEALTH ADVISORY,LLC
CRD #288301 URBANDALE, IA
SEC
AUM
$174.2M
Employees
3
AEGIS WEALTH MANAGEMENT, INC.
CRD #301990 GUTHRIE CENTER, IA
SEC
AUM
$176M
Employees
31
BEACON CAPITAL, LLC
CRD #286316 CEDAR RAPIDS, IA
SEC Disclosures
AUM
$176.2M
Employees
5
WEIS ADVISORY, LLC
CRD #217517 CLIVE, IA
SEC
AUM
$187.9M
Employees
9
DES MOINES INVESTMENTS, LLC
CRD #146322 DES MOINES, IA
SEC
AUM
$190M
Employees
4
CEDAR POINT CAPITAL PARTNERS, LLC
CRD #317532 CEDAR RAPIDS, IA
SEC
AUM
$200.9M
Employees
6