RIA Intelligence

Investment Advisers in Iowa

160 registered firms

Sort by: AUM Name Employees Last Updated
GILBERT & COOK, INC.
CRD #283112 WEST DES MOINES, IA
SEC
AUM
$1.4B
Employees
33
ACCEL WEALTH MANAGEMENT LLC
CRD #286201 WAVERLY, IA
SEC
AUM
$974M
Employees
20
AT CAPITAL MANAGEMENT CORP.
CRD #140215 DUBUQUE, IA
SEC
AUM
$927.4M
Employees
7
SYVERSON STREGE & COMPANY
CRD #109228 WEST DES MOINES, IA
SEC
AUM
$900.5M
Employees
15
PRINCIPAL ADVISED SERVICES, LLC
CRD #297324 DES MOINES, IA
SEC
AUM
$887.3M
Employees
343
NORTHWEST WEALTH MANAGEMENT, LLC
CRD #152816 SPENCER, IA
SEC
AUM
$865.2M
Employees
24
LEGACY FINANCIAL GROUP, LLC
CRD #154927 DES MOINES, IA
SEC
AUM
$840.4M
Employees
18
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
CRD #13609 CEDAR RAPIDS, IA
SEC
AUM
$798.1M
Employees
100
BASEPOINT WEALTH, LLC
CRD #289538 CEDAR RAPIDS, IA
SEC
AUM
$776.2M
Employees
22
WORLD TREND FINANCIAL PLANNING SERVICES, LTD.
CRD #28289 CEDAR RAPIDS, IA
SEC
AUM
$730.1M
Employees
16
INVESTMENT ADVISORS CORP
CRD #117531 WEST DES MOINES, IA
SEC
AUM
$698.6M
Employees
112
VMF CAPITAL LLC
CRD #108251 CEDAR RAPIDS, IA
SEC
AUM
$684.1M
Employees
--
DMKC ADVISORY SERVICES, LLC
CRD #145112 DES MOINES, IA
SEC
AUM
$668.7M
Employees
14
RETIRERIGHT, LLC
CRD #300925 WEST DES MOINES, IA
SEC
AUM
$658.7M
Employees
4
WEST FINANCIAL ADVISORS, L.L.C.
CRD #142265 DES MOINES, IA
SEC
AUM
$610.5M
Employees
7
RDA FINANCIAL NETWORK, INC.
CRD #147309 AKRON, IA
SEC Disclosures
AUM
$578.7M
Employees
18
TRH FINANCIAL LLC
CRD #165615 NORTH LIBERTY, IA
SEC
AUM
$565.1M
Employees
14
IRON HORSE WEALTH MANAGEMENT, LLC
CRD #165164 JOHNSTON, IA
SEC
AUM
$532.8M
Employees
7
AEGON USA REALTY ADVISORS, LLC
CRD #286438 CEDAR RAPIDS, IA
SEC Private Funds
AUM
$512.9M
Employees
176
DYNAMIC FINANCIAL GROUP, LLC
CRD #288763 CEDAR FALLS, IA
SEC
AUM
$474.5M
Employees
4
FBL INVESTMENT MANAGEMENT SERVICES, INC.
CRD #5308 WEST DES MOINES, IA
SEC
AUM
$461.5M
Employees
11
RIA ADVISORY GROUP, LLC
CRD #152566 DES MOINES, IA
SEC
AUM
$456.5M
Employees
23
WEALTH ADVISORS OF IOWA, LLC
CRD #115088 WEST DES MOINES, IA
SEC
AUM
$453.1M
Employees
13
CAMBRIDGE INVESTMENT RESEARCH, INC.
CRD #39543 FAIRFIELD, IA
SEC
AUM
$450.5M
Employees
51
MATHESON & ROCK WEALTH MANAGEMENT, LLC
CRD #289603 DAVENPORT, IA
SEC
AUM
$435M
Employees
3