Best Financial Advisors in WATERLOO, Iowa
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$148M
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in WATERLOO
#1
77
TUVE INVESTMENT MANAGEMENT, INC.
WATERLOO, IA · Since 2015
$148M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
74
KEYSTONE WEALTH MANAGEMENT
WATERLOO, IA · Since 2025
$137M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
71
FSB PREMIER WEALTH MANAGEMENT, INC.
WATERLOO, IA · Since 2017
$432M AUM10 clientsFee: 0%
Broker-Dealer
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 WATERLOO?
The median advisory fee in WATERLOO, IA is 0.95% of assets under management per year, based on Form ADV filings from 3 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.