Best Financial Advisors in Iowa
89 SEC-registered advisory firms across 31 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.
Cities in Iowa
WEST DES MOINES, IA
DES MOINES, IA
CEDAR RAPIDS, IA
DAVENPORT, IA
DUBUQUE, IA
URBANDALE, IA
WATERLOO, IA
CLIVE, IA
CEDAR FALLS, IA
BETTENDORF, IA
FOREST CITY, IA
Top-Ranked Firms in Iowa
INVESTMENT CONSULTING GROUP INC
DAVENPORT, IA · Since 1991
STEELE CAPITAL MANAGEMENT, INC.
DUBUQUE, IA · Since 1995
KANE COMPANY WEALTH MANAGEMENT, INC.
JOHNSTON, IA · Since 2019
WATER VALLEY INVESTMENT ADVISORS, INC.
SIOUX CENTER, IA · Since 2021
FORREST FINANCIAL SERVICES
WINDSOR HEIGHTS, IA · Since 2025
BFC PLANNING, INC.
CEDAR RAPIDS, IA · Since 2007
BTC CAPITAL MANAGEMENT
DES MOINES, IA · Since 2003
DES MOINES INVESTMENTS, LLC
DES MOINES, IA · Since 2022
WEIS ADVISORY
CLIVE, IA · Since 2022
THE LIFE GROUP FINANCIAL SERVICES
DUBUQUE, IA · Since 2024
BALLAST CAPITAL ADVISORS, LLC
WEST DES MOINES, IA · Since 2021
BSC CAPITAL PARTNERS, LLC
WEST DES MOINES, IA · Since 2026
MATHESON & ROCK WEALTH MANAGEMENT, LLC
DAVENPORT, IA · Since 2019
FBL WEALTH MANAGEMENT, LLC
WEST DES MOINES, IA · Since 2018
ACADIA LEGACY GROUP
CLIVE, IA · Since 2022
WEALTH ADVISORS GROUP, LLC
CORALVILLE, IA · Since 2018
MERKLE RETIREMENT PLANNING
GRIMES, IA · Since 2020
RETIRERIGHT CONSULTING GROUP
WEST DES MOINES, IA · Since 2019
AEGIS WEALTH MANAGEMENT, INC.
GUTHRIE CENTER, IA · Since 2019
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
WEST DES MOINES, IA · Since 2020
WILON WEALTH MANAGEMENT
URBANDALE, IA · Since 2021
PLAN2THRIVE FINANCIAL
ELDRIDGE, IA · Since 2025
AOT INVEST LLC
DAVENPORT, IA · Since 2022
VIVID WEALTH MANAGEMENT, LLC
WEST DES MOINES, IA · Since 2022
BRIDGEWAY WEALTH MANAGEMENT, LLC
CEDAR RAPIDS, IA · Since 2023
ALTITUDE CAPITAL MANAGEMENT LLC
DES MOINES, IA · Since 2024
ALPHABIT INVESTMENTS, LLC
FOREST CITY, IA · Since 2025
OASIS ADVISORS
FOREST CITY, IA · Since 2025
LANE FAMILY WEALTH MANAGEMENT
NORTH LIBERTY, IA · Since 2025
SITUSAMC REAL ESTATE VALUATION SERVICES, LLC
WEST DES MOINES, IA · Since 1990
MIDWEST HERITAGE FINANCIAL ADVISORS
WEST DES MOINES, IA · Since 2020
PECAUT WEALTH MANAGEMENT
SIOUX CITY, IA · Since 1995
FSB PREMIER WEALTH MANAGEMENT, INC.
WATERLOO, IA · Since 2017
WEITZEL FINANCIAL SERVICES, INC.
DUBUQUE, IA · Since 2020
FOSTER GROUP, INC.
WEST DES MOINES, IA · Since 1991
PRINCIPAL ASSET MANAGEMENT
DES MOINES, IA · Since 1998
PRINCIPAL REAL ESTATE
DES MOINES, IA · Since 1999
SYVERSON STREGE
WEST DES MOINES, IA · Since 1997
BRADFORD FINANCIAL CENTER
CLARION, IA · Since 2007
STONEFIELD INVESTMENT ADVISORY, INC.
CEDAR RAPIDS, IA · Since 2025
WEALTH ADVISORS OF IOWA, LLC
WEST DES MOINES, IA · Since 2020
CEDAR VALLEY WEALTH ADVISORS
CEDAR FALLS, IA · Since 2018
CLARITY ASSET MANAGEMENT, INC.
AMES, IA · Since 2013
BOYLE CAPITAL
WEST DES MOINES, IA · Since 2007
WEST FINANCIAL ADVISORS, L.L.C.
DES MOINES, IA · Since 2017
DMKC ADVISORY SERVICES, LLC
DES MOINES, IA · Since 2007
VALIANT WEALTH, LLC
WEST DES MOINES, IA · Since 2016
NIKULSKI FINANCIAL, INC.
BETTENDORF, IA · Since 2017
NORTHWEST WEALTH MANAGEMENT, LLC
SPENCER, IA · Since 2011
QUAD-CITIES INVESTMENT GROUP, LLC
DAVENPORT, IA · Since 2010
PETERSON FINANCIAL GROUP, INC.
DES MOINES, IA · Since 2021
TUVE INVESTMENT MANAGEMENT, INC.
WATERLOO, IA · Since 2015
MIDWESTERN FINANCIAL GROUP
IOWA CITY, IA · Since 2025
LEGACY BRIDGE PRIVATE FAMILY OFFICES
WEST DES MOINES, IA · Since 2016
GILBERT & COOK, INC.
WEST DES MOINES, IA · Since 2016
ARNOLD AND MOTE WEALTH MANAGEMENT
HIAWATHA, IA · Since 2022
PALADIN WEALTH PARTNERS
CLIVE, IA · Since 2018
IOWA WEALTH MANAGEMENT, LLC
WEST DES MOINES, IA · Since 2022
AEGON REAL ASSETS US
CEDAR RAPIDS, IA · Since 2017
MOKOSAK ADVISORY GROUP, LLC
URBANDALE, IA · Since 2017
AO WEALTH ADVISORY
URBANDALE, IA · Since 2021
DYNAMIC FINANCIAL GROUP
CEDAR FALLS, IA · Since 2017
INTEGRITY ADVISORY SOLUTIONS
DALLAS, IA · Since 2022
BASEPOINT WEALTH, LLC
CEDAR RAPIDS, IA · Since 2017
PRINCIPAL ADVISED SERVICES
DES MOINES, IA · Since 2018
WEALTHSPAN PARTNERS, LLC
DAVENPORT, IA · Since 2018
KEYSTONE WEALTH MANAGEMENT
WATERLOO, IA · Since 2025
LSB WEALTH MANAGEMENT
ANKENY, IA · Since 2022
TFP MANAGEMENT, LLC
BETTENDORF, IA · Since 2021
CEDAR POINT CAPITAL PARTNERS, LLC
CEDAR RAPIDS, IA · Since 2022
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC
WEST DES MOINES, IA · Since 2022
FRIDAY FINANCIAL
DUBUQUE, IA · Since 2024
VAN DIEST CAPITAL
POLK CITY, IA · Since 2026
COMPASS FINANCIAL SERVICES
WEST DES MOINES, IA · Since 2020
RIA ADVISORY GROUP, LLC
DES MOINES, IA · Since 2020
LEGACY FINANCIAL GROUP
DES MOINES, IA · Since 2014
ACCEL WEALTH MANAGEMENT
WAVERLY, IA · Since 2017
INDEPENDENT WEALTH NETWORK, INC.
URBANDALE, IA · Since 2017
NATIONS FINANCIAL GROUP, INC.
CEDAR RAPIDS, IA · Since 2000
TRANSAMERICA RETIREMENT ADVISORS, LLC
CEDAR RAPIDS, IA · Since 1992
AVANTAX PLANNING PARTNERS, INC.
DUBUQUE, IA · Since 1996
AEGON ASSET MANAGEMENT US
CEDAR RAPIDS, IA · Since 2001
RDA FINANCIAL NETWORK
AKRON, IA · Since 2008
AUSDAL FINANCIAL PARTNERS, INC.
DAVENPORT, IA · Since 2008
INTEGRITY ALLIANCE, LLC
URBANDALE, IA · Since 2008
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.
CEDAR RAPIDS, IA · Since 2003
BEACON CAPITAL, LLC
CEDAR RAPIDS, IA · Since 2021
PRINCIPAL SECURITIES, INC.
DES MOINES, IA · Since 1997
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FAIRFIELD, IA · Since 2005
About Financial Advisors in Iowa
How many financial advisors are registered in Iowa?
There are 89 SEC-registered investment advisory firms in Iowa, spread across 31 cities. This includes firms managing $100 million or more in client assets.
What is the average financial advisor fee in Iowa?
The median advisory fee in Iowa is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.
How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.
Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.