Best Financial Advisors in DAVENPORT, Iowa
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
6
Registered Firms
0.95%
Median Fee
of assets/year
$530M
Median AUM
6
Firms Listed
in our database
Top-Ranked Advisors in DAVENPORT
#1
100
INVESTMENT CONSULTING GROUP INC
DAVENPORT, IA · Since 1991
$2.8B AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100
MATHESON & ROCK WEALTH MANAGEMENT, LLC
DAVENPORT, IA · Since 2019
$530M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100
AOT INVEST LLC
DAVENPORT, IA · Since 2022
$94M AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
95
QUAD-CITIES INVESTMENT GROUP, LLC
DAVENPORT, IA · Since 2010
$426M AUM6 clientsFee: 0%
FiduciaryFee-Only
#5
95
WEALTHSPAN PARTNERS, LLC
DAVENPORT, IA · Since 2018
$451M AUM5 clientsFee: 0%
FiduciaryFee-Only
#6
72
AUSDAL FINANCIAL PARTNERS, INC.
DAVENPORT, IA · Since 2008
$3.7B AUM168 clientsFee: 0%
Broker-Dealer1 complaint
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 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.