Best Financial Advisors in CEDAR RAPIDS, Iowa
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in CEDAR RAPIDS
BFC PLANNING, INC.
CEDAR RAPIDS, IA · Since 2007
BRIDGEWAY WEALTH MANAGEMENT, LLC
CEDAR RAPIDS, IA · Since 2023
STONEFIELD INVESTMENT ADVISORY, INC.
CEDAR RAPIDS, IA · Since 2025
AEGON REAL ASSETS US
CEDAR RAPIDS, IA · Since 2017
BASEPOINT WEALTH, LLC
CEDAR RAPIDS, IA · Since 2017
CEDAR POINT CAPITAL PARTNERS, LLC
CEDAR RAPIDS, IA · Since 2022
NATIONS FINANCIAL GROUP, INC.
CEDAR RAPIDS, IA · Since 2000
TRANSAMERICA RETIREMENT ADVISORS, LLC
CEDAR RAPIDS, IA · Since 1992
AEGON ASSET MANAGEMENT US
CEDAR RAPIDS, IA · Since 2001
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.
CEDAR RAPIDS, IA · Since 2003
BEACON CAPITAL, LLC
CEDAR RAPIDS, IA · Since 2021
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in CEDAR RAPIDS?
The median advisory fee in CEDAR RAPIDS, IA is 0.95% of assets under management per year, based on Form ADV filings from 11 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.