RIA Intelligence

Investment Advisers in Iowa

160 registered firms

Sort by: AUM Name Employees Last Updated
FORREST FINANCIAL SERVICES L.L.C.
CRD #117546 WINDSOR HEIGHTS, IA
SEC
AUM
$127M
Employees
2
PLAN2THRIVE FINANCIAL, LLC
CRD #317005 ELDRIDGE, IA
SEC
AUM
$119.3M
Employees
6
ACADIA LEGACY GROUP, LLC
CRD #291481 CLIVE, IA
SEC
AUM
$116.6M
Employees
4
DAVID JAMES FINANCIAL
CRD #306301 NORTH LIBERTY, IA
SEC
AUM
$116.1M
Employees
4
COMMERCE WEALTH ADVISERS, LLC
CRD #144449 CLIVE, IA
SEC Disclosures
AUM
$114.9M
Employees
11
IOWA WEALTH MANAGEMENT, LLC
CRD #286435 WEST DES MOINES, IA
SEC
AUM
$110.9M
Employees
2
STONEFIELD INVESTMENT ADVISORY, INC.
CRD #113802 CEDAR RAPIDS, IA
SEC
AUM
$108M
Employees
2
PEARL MANAGEMENT COMPANY
CRD #105412 MUSCATINE, IA
SEC
AUM
$106M
Employees
6
GREAT RIVER ASSET MANAGEMENT LLC
CRD #115238 BURLINGTON, IA
SEC
AUM
$98.9M
Employees
2
TS BANK
CRD #314571 TREYNOR, IA
SEC
AUM
$86.3M
Employees
3
THOMPSON CAPITAL MANAGEMENT, LLC
CRD #147115 WEST DES MOINES, IA
SEC
AUM
$75.9M
Employees
4
FINANCIAL INVESTMENTS RESEARCH & MANAGEMENT LLC
CRD #115416 CORALVILLE, IA
SEC
AUM
$66.2M
Employees
5
YOUNG SVANOES & ASSOCIATES LLC
CRD #107968 WEST DES MOINES, IA
SEC
AUM
$64.4M
Employees
5
SANDAGER ADVISORS LLC
CRD #137313 WEST DES MOINES, IA
SEC
AUM
$50.9M
Employees
5
ALTITUDE CAPITAL MANAGEMENT LLC
CRD #329366 DES MOINES, IA
SEC
AUM
$49.4M
Employees
17
AOT INVEST LLC
CRD #319016 DAVENPORT, IA
SEC
AUM
$49.1M
Employees
1
LUNDQUIST, SCHILTZ AND ASSOCIATES, INC.
CRD #115321 DES MOINES, IA
SEC
AUM
$49M
Employees
1
HJN ADVISORS, LLP
CRD #154983 DES MOINES, IA
SEC
AUM
$44.7M
Employees
5
HEARTWOOD INVESTMENTS, INC.
CRD #145668 WATERLOO, IA
SEC
AUM
$40.6M
Employees
1
SECURITIES CORPORATION OF IOWA
CRD #6945 CEDAR RAPIDS, IA
SEC
AUM
$40.5M
Employees
--
CAMBRIDGE RETIREMENT ADVISORS
CRD #129096 FAIRFIELD, IA
SEC
AUM
$38.6M
Employees
10
DEWAAY CAPITAL MANAGEMENT, INC.
CRD #116214 WEST DES MOINES, IA
SEC Disclosures
AUM
$38M
Employees
2
HORIZION CONSULTING AND INVESTMENT SERVICES INC.
CRD #117566 DES MOINES, IA
SEC
AUM
$35M
Employees
5
INVESTAMERICA INVESTMENT ADVISORS INC
CRD #110829 CEDAR RAPIDS, IA
SEC
AUM
$33.2M
Employees
10
PALEN FINANCIAL LLC
CRD #144892 DAVENPORT, IA
SEC
AUM
$28.2M
Employees
1