RIA Intelligence

Investment Advisers in Iowa

160 registered firms

Sort by: AUM Name Employees Last Updated
QUAD-CITIES INVESTMENT GROUP, LLC
CRD #154113 DAVENPORT, IA
SEC
AUM
$375.6M
Employees
8
WEALTHSPAN PARTNERS, LLC
CRD #297712 DAVENPORT, IA
SEC
AUM
$378.8M
Employees
5
PECAUT & CO.
CRD #2997 SIOUX CITY, IA
SEC
AUM
$381.8M
Employees
6
VALIANT WEALTH, LLC
CRD #146911 WEST DES MOINES, IA
SEC Private Funds
AUM
$382.1M
Employees
16
HEACOCK & JONES FINANCIAL SERVICES, INC.
CRD #115762 DUBUQUE, IA
SEC
AUM
$385.5M
Employees
8
ADVANTAGE INVESTMENT MANAGEMENT, LLC
CRD #146236 CEDAR RAPIDS, IA
SEC Disclosures
AUM
$385.6M
Employees
30
MIDWEST HERITAGE BANK, FSB
CRD #306308 WEST DES MOINES, IA
SEC
AUM
$398.7M
Employees
6
WB CAPITAL MANAGEMENT INC.
CRD #128980 CEDAR RAPIDS, IA
SEC
AUM
$420.7M
Employees
--
INDEPENDENT WEALTH NETWORK, INC.
CRD #286262 URBANDALE, IA
SEC
AUM
$422.6M
Employees
25
ELITE RETIREMENT PLANNING, LLC
CRD #297942 GRIMES, IA
SEC
AUM
$428.5M
Employees
30
MATHESON & ROCK WEALTH MANAGEMENT, LLC
CRD #289603 DAVENPORT, IA
SEC
AUM
$435M
Employees
3
CAMBRIDGE INVESTMENT RESEARCH, INC.
CRD #39543 FAIRFIELD, IA
SEC
AUM
$450.5M
Employees
51
WEALTH ADVISORS OF IOWA, LLC
CRD #115088 WEST DES MOINES, IA
SEC
AUM
$453.1M
Employees
13
RIA ADVISORY GROUP, LLC
CRD #152566 DES MOINES, IA
SEC
AUM
$456.5M
Employees
23
FBL INVESTMENT MANAGEMENT SERVICES, INC.
CRD #5308 WEST DES MOINES, IA
SEC
AUM
$461.5M
Employees
11
DYNAMIC FINANCIAL GROUP, LLC
CRD #288763 CEDAR FALLS, IA
SEC
AUM
$474.5M
Employees
4
AEGON USA REALTY ADVISORS, LLC
CRD #286438 CEDAR RAPIDS, IA
SEC Private Funds
AUM
$512.9M
Employees
176
IRON HORSE WEALTH MANAGEMENT, LLC
CRD #165164 JOHNSTON, IA
SEC
AUM
$532.8M
Employees
7
TRH FINANCIAL LLC
CRD #165615 NORTH LIBERTY, IA
SEC
AUM
$565.1M
Employees
14
RDA FINANCIAL NETWORK, INC.
CRD #147309 AKRON, IA
SEC Disclosures
AUM
$578.7M
Employees
18
WEST FINANCIAL ADVISORS, L.L.C.
CRD #142265 DES MOINES, IA
SEC
AUM
$610.5M
Employees
7
RETIRERIGHT, LLC
CRD #300925 WEST DES MOINES, IA
SEC
AUM
$658.7M
Employees
4
DMKC ADVISORY SERVICES, LLC
CRD #145112 DES MOINES, IA
SEC
AUM
$668.7M
Employees
14
VMF CAPITAL LLC
CRD #108251 CEDAR RAPIDS, IA
SEC
AUM
$684.1M
Employees
--
INVESTMENT ADVISORS CORP
CRD #117531 WEST DES MOINES, IA
SEC
AUM
$698.6M
Employees
112