RIA Intelligence

Investment Advisers in Iowa

160 registered firms

Sort by: AUM Name Employees Last Updated
ELITE RETIREMENT PLANNING, LLC
CRD #297942 GRIMES, IA
SEC
AUM
$428.5M
Employees
30
INDEPENDENT WEALTH NETWORK, INC.
CRD #286262 URBANDALE, IA
SEC
AUM
$422.6M
Employees
25
WB CAPITAL MANAGEMENT INC.
CRD #128980 CEDAR RAPIDS, IA
SEC
AUM
$420.7M
Employees
--
MIDWEST HERITAGE BANK, FSB
CRD #306308 WEST DES MOINES, IA
SEC
AUM
$398.7M
Employees
6
ADVANTAGE INVESTMENT MANAGEMENT, LLC
CRD #146236 CEDAR RAPIDS, IA
SEC Disclosures
AUM
$385.6M
Employees
30
HEACOCK & JONES FINANCIAL SERVICES, INC.
CRD #115762 DUBUQUE, IA
SEC
AUM
$385.5M
Employees
8
VALIANT WEALTH, LLC
CRD #146911 WEST DES MOINES, IA
SEC Private Funds
AUM
$382.1M
Employees
16
PECAUT & CO.
CRD #2997 SIOUX CITY, IA
SEC
AUM
$381.8M
Employees
6
WEALTHSPAN PARTNERS, LLC
CRD #297712 DAVENPORT, IA
SEC
AUM
$378.8M
Employees
5
QUAD-CITIES INVESTMENT GROUP, LLC
CRD #154113 DAVENPORT, IA
SEC
AUM
$375.6M
Employees
8
R.E. DICKINSON INVESTMENT ADVISORS, LLC
CRD #115108 COUNCIL BLUFFS, IA
SEC
AUM
$373.3M
Employees
3
NIKULSKI FINANCIAL, INC.
CRD #151569 BETTENDORF, IA
SEC
AUM
$370.5M
Employees
9
FSB PREMIER WEALTH MANAGEMENT, INC.
CRD #15898 WATERLOO, IA
SEC
AUM
$346.7M
Employees
14
MOKOSAK ADVISORY GROUP, LLC
CRD #287538 URBANDALE, IA
SEC
AUM
$345.3M
Employees
4
COMPASS FINANCIAL SERVICES, INC.
CRD #109441 WEST DES MOINES, IA
SEC
AUM
$333.7M
Employees
11
LEGACY BRIDGE, LLC
CRD #282261 WEST DES MOINES, IA
SEC
AUM
$325.9M
Employees
8
BALLAST CAPITAL ADVISORS LLC
CRD #282369 WEST DES MOINES, IA
SEC
AUM
$318.4M
Employees
7
NORTHWEST BANK & TRUST COMPANY
CRD #108938 DAVENPORT, IA
SEC
AUM
$308M
Employees
51
BOYLE CAPITAL MANAGEMENT, L.L.C.
CRD #132416 WEST DES MOINES, IA
SEC
AUM
$298.3M
Employees
5
WEITZEL FINANCIAL SERVICES, INC.
CRD #27346 DUBUQUE, IA
SEC
AUM
$274.3M
Employees
3
PETERSON FINANCIAL GROUP, INC.
CRD #169519 DES MOINES, IA
SEC
AUM
$247.6M
Employees
11
VEERKLOH, LLC
CRD #147012 WEST DES MOINES, IA
SEC
AUM
$241.9M
Employees
3
OASIS ADVISORS, LLC
CRD #335555 FOREST CITY, IA
SEC
AUM
$239.3M
Employees
26
VIVID WEALTH MANAGEMENT, LLC
CRD #322974 WEST DES MOINES, IA
SEC
AUM
$234.7M
Employees
3
BRADFORD FINANCIAL CENTER
CRD #110953 CLARION, IA
SEC
AUM
$232.3M
Employees
26