Best Financial Advisors in DUBUQUE, Iowa
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in DUBUQUE
STEELE CAPITAL MANAGEMENT, INC.
DUBUQUE, IA · Since 1995
THE LIFE GROUP FINANCIAL SERVICES
DUBUQUE, IA · Since 2024
FRIDAY FINANCIAL
DUBUQUE, IA · Since 2024
WEITZEL FINANCIAL SERVICES, INC.
DUBUQUE, IA · Since 2020
AVANTAX PLANNING PARTNERS, INC.
DUBUQUE, IA · Since 1996
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 DUBUQUE?
The median advisory fee in DUBUQUE, IA is 0.95% of assets under management per year, based on Form ADV filings from 5 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.