RIA Intelligence

Investment Advisers in Iowa

160 registered firms

Sort by: AUM Name Employees Last Updated
WORLD TREND FINANCIAL PLANNING SERVICES, LTD.
CRD #28289 CEDAR RAPIDS, IA
SEC
AUM
$730.1M
Employees
16
BASEPOINT WEALTH, LLC
CRD #289538 CEDAR RAPIDS, IA
SEC
AUM
$776.2M
Employees
22
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
CRD #13609 CEDAR RAPIDS, IA
SEC
AUM
$798.1M
Employees
100
LEGACY FINANCIAL GROUP, LLC
CRD #154927 DES MOINES, IA
SEC
AUM
$840.4M
Employees
18
NORTHWEST WEALTH MANAGEMENT, LLC
CRD #152816 SPENCER, IA
SEC
AUM
$865.2M
Employees
24
PRINCIPAL ADVISED SERVICES, LLC
CRD #297324 DES MOINES, IA
SEC
AUM
$887.3M
Employees
343
SYVERSON STREGE & COMPANY
CRD #109228 WEST DES MOINES, IA
SEC
AUM
$900.5M
Employees
15
AT CAPITAL MANAGEMENT CORP.
CRD #140215 DUBUQUE, IA
SEC
AUM
$927.4M
Employees
7
ACCEL WEALTH MANAGEMENT LLC
CRD #286201 WAVERLY, IA
SEC
AUM
$974M
Employees
20
GILBERT & COOK, INC.
CRD #283112 WEST DES MOINES, IA
SEC
AUM
$1.4B
Employees
33
MILES CAPITAL, INC.
CRD #105376 WEST DES MOINES, IA
SEC
AUM
$1.5B
Employees
13
BFC PLANNING, INC.
CRD #119682 CEDAR RAPIDS, IA
SEC
AUM
$2B
Employees
200
AUSDAL FINANCIAL PARTNERS, INC.
CRD #7995 DAVENPORT, IA
SEC
AUM
$2.1B
Employees
405
INTEGRITY ALLIANCE, LLC
CRD #139627 URBANDALE, IA
SEC Disclosures
AUM
$2.4B
Employees
265
INVESTMENT CONSULTING GROUP INC
CRD #106967 DAVENPORT, IA
SEC
AUM
$2.6B
Employees
7
ENDEAVOR MANAGEMENT CO
CRD #107889 CEDAR RAPIDS, IA
SEC
AUM
$2.7B
Employees
10
STEELE CAPITAL MANAGEMENT, INC.
CRD #107097 DUBUQUE, IA
SEC
AUM
$3B
Employees
14
FOSTER GROUP, INC.
CRD #107148 WEST DES MOINES, IA
SEC
AUM
$3.5B
Employees
85
NATIONS FINANCIAL GROUP, INC.
CRD #44181 CEDAR RAPIDS, IA
SEC
AUM
$3.9B
Employees
87
BTC CAPITAL MANAGEMENT, INC.
CRD #127158 DES MOINES, IA
SEC
AUM
$4.2B
Employees
18
CUNA BROKERAGE SERVICES, INC.
CRD #13941 WAVERLY, IA
SEC Disclosures
AUM
$5.8B
Employees
716
AVANTAX PLANNING PARTNERS, INC.
CRD #106237 DUBUQUE, IA
SEC
AUM
$6.9B
Employees
254
PRINCIPAL FINANCIAL ADVISORS, INC.
CRD #105594 DES MOINES, IA
SEC
AUM
$9B
Employees
31
PRINCIPAL SECURITIES, INC.
CRD #1137 DES MOINES, IA
SEC Disclosures
AUM
$14.8B
Employees
1,436
TRANSAMERICA RETIREMENT ADVISORS, LLC
CRD #107319 CEDAR RAPIDS, IA
SEC Disclosures
AUM
$16.2B
Employees
383