RIA Intelligence

Investment Advisers in Iowa

160 registered firms

Sort by: AUM Name Employees Last Updated
CLARITY ASSET MANAGEMENT, INC.
CRD #115699 AMES, IA
SEC
AUM
$222.4M
Employees
5
KANE COMPANY WEALTH MANAGEMENT, INC.
CRD #115756 JOHNSTON, IA
SEC
AUM
$220M
Employees
3
MARRS WEALTH MANAGEMENT, LLC
CRD #152280 AMES, IA
SEC
AUM
$217.9M
Employees
6
TFP MANAGEMENT, LLC
CRD #313543 BETTENDORF, IA
SEC
AUM
$217.7M
Employees
4
BINNACLE INVESTMENTS, INC.
CRD #313185 URBANDALE, IA
SEC
AUM
$217.4M
Employees
8
WEALTH ADVISORS GROUP, LLC
CRD #291648 CORALVILLE, IA
SEC
AUM
$215.9M
Employees
2
PALADIN ADVISORY GROUP, LLC
CRD #285303 CLIVE, IA
SEC
AUM
$213.6M
Employees
4
FRIDAY FINANCIAL, INC.
CRD #329748 DUBUQUE, IA
SEC
AUM
$210.5M
Employees
5
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
CRD #307987 WEST DES MOINES, IA
SEC
AUM
$210.4M
Employees
5
JOHNSON MIDWEST FINANCIAL, LLC
CRD #169855 GLIDDEN, IA
SEC
AUM
$205M
Employees
4
CEDAR POINT CAPITAL PARTNERS, LLC
CRD #317532 CEDAR RAPIDS, IA
SEC
AUM
$200.9M
Employees
6
DES MOINES INVESTMENTS, LLC
CRD #146322 DES MOINES, IA
SEC
AUM
$190M
Employees
4
WEIS ADVISORY, LLC
CRD #217517 CLIVE, IA
SEC
AUM
$187.9M
Employees
9
BEACON CAPITAL, LLC
CRD #286316 CEDAR RAPIDS, IA
SEC Disclosures
AUM
$176.2M
Employees
5
AEGIS WEALTH MANAGEMENT, INC.
CRD #301990 GUTHRIE CENTER, IA
SEC
AUM
$176M
Employees
31
A.O. WEALTH ADVISORY,LLC
CRD #288301 URBANDALE, IA
SEC
AUM
$174.2M
Employees
3
LSB CAPITAL MANAGEMENT, INC.
CRD #310466 ANKENY, IA
SEC
AUM
$173M
Employees
10
SUMMIT AG INVESTORS, LLC
CRD #171443 ALDEN, IA
SEC Private Funds
AUM
$163M
Employees
5
THE HEATON HOPPES GROUP, LLC
CRD #115511 CEDAR FALLS, IA
SEC
AUM
$155M
Employees
3
BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD #326547 CEDAR RAPIDS, IA
SEC
AUM
$151.5M
Employees
2
MIDWESTERN FINANCIAL, LLC
CRD #270022 IOWA CITY, IA
SEC
AUM
$139.3M
Employees
3
GUNCHEON FINANCIAL LLC
CRD #277091 DUBUQUE, IA
SEC
AUM
$136.5M
Employees
4
TUVE INVESTMENT MANAGEMENT, INC.
CRD #226702 WATERLOO, IA
SEC
AUM
$133.3M
Employees
6
KEYSTONE WEALTH MANAGEMENT INC.
CRD #304133 WATERLOO, IA
SEC
AUM
$130.2M
Employees
2
ARNOLD FINANCIAL PLANNING LLC
CRD #283698 HIAWATHA, IA
SEC
AUM
$128.3M
Employees
5