Best Financial Advisors in Iowa
89 SEC-registered advisory firms across 31 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.
Cities in Iowa
Top-Ranked Advisors in Iowa
Page 1 of 4 · 89 firms
BFC PLANNING, INC.
CEDAR RAPIDS, IA · Since 2007
INVESTMENT CONSULTING GROUP INC
DAVENPORT, IA · Since 1991
STEELE CAPITAL MANAGEMENT, INC.
DUBUQUE, IA · Since 1995
BTC CAPITAL MANAGEMENT
DES MOINES, IA · Since 2003
FBL WEALTH MANAGEMENT, LLC
WEST DES MOINES, IA · Since 2018
SITUSAMC REAL ESTATE VALUATION SERVICES, LLC
WEST DES MOINES, IA · Since 1990
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
PRINCIPAL REAL ESTATE
DES MOINES, IA · Since 1999
MATHESON & ROCK WEALTH MANAGEMENT, LLC
DAVENPORT, IA · Since 2019
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
WEST DES MOINES, IA · Since 2020
PRINCIPAL ASSET MANAGEMENT
DES MOINES, IA · Since 1998
KANE COMPANY WEALTH MANAGEMENT, INC.
JOHNSTON, IA · Since 2019
WATER VALLEY INVESTMENT ADVISORS, INC.
SIOUX CENTER, IA · Since 2021
DES MOINES INVESTMENTS, LLC
DES MOINES, IA · Since 2022
WEIS ADVISORY
CLIVE, IA · Since 2022
BALLAST CAPITAL ADVISORS, LLC
WEST DES MOINES, IA · Since 2021
WILON WEALTH MANAGEMENT
URBANDALE, IA · Since 2021
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
FORREST FINANCIAL SERVICES
WINDSOR HEIGHTS, IA · Since 2025
THE LIFE GROUP FINANCIAL SERVICES
DUBUQUE, IA · Since 2024
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 Trust 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.