Best Financial Advisors in DAVENPORT, Iowa
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in DAVENPORT
INVESTMENT CONSULTING GROUP INC
DAVENPORT, IA · Since 1991
MATHESON & ROCK WEALTH MANAGEMENT, LLC
DAVENPORT, IA · Since 2019
AOT INVEST LLC
DAVENPORT, IA · Since 2022
QUAD-CITIES INVESTMENT GROUP, LLC
DAVENPORT, IA · Since 2010
WEALTHSPAN PARTNERS, LLC
DAVENPORT, IA · Since 2018
AUSDAL FINANCIAL PARTNERS, INC.
DAVENPORT, IA · Since 2008
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in DAVENPORT?
The median advisory fee in DAVENPORT, IA is 0.95% of assets under management per year, based on Form ADV filings from 6 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.