RIAs in Iowa

138 RIAs headquartered in Iowa managing a combined $958B.

By city

All RIAs in Iowa

Principal Asset Management

RIA

Des Moines, IA

AUM $428BTEAM 1394REPS 130

Cambridge Investment Research Advisors, Inc.

RIA

Fairfield, IA

AUM $139BTEAM 3527REPS 3942

Sammons Financial Group Asset Management, LLC

RIA

West Des Moines, IA

AUM $122BTEAM 60REPS 4

Principal Real Estate

RIA

Des Moines, IA

AUM $106BTEAM 477REPS 7

Aegon Asset Management US

RIA

Cedar Rapids, IA

AUM $88.8BTEAM 217REPS 6

Transamerica Retirement Advisors, LLC

RIA

Cedar Rapids, IA

AUM $18.8BTEAM 398REPS 308

Avantax Planning Partners, Inc.

RIA

Dubuque, IA

AUM $7.6BTEAM 261REPS 24

Foster Group, Inc.

RIA

Urbandale, IA

AUM $4.8BTEAM 93REPS 60

BTC Capital Management

RIA

Des Moines, IA

AUM $4.6BTEAM 17REPS 14

BFC Planning, Inc.

RIA

Cedar Rapids, IA

AUM $3.8BTEAM 200REPS 234

Steele Capital Management, Inc.

RIA

Dubuque, IA

AUM $3.5BTEAM 15REPS 15

Investment Consulting Group Inc

RIA

Davenport, IA

AUM $2.8BTEAM 7REPS 6

Gilbert & Cook, Inc.

RIA

West Des Moines, IA

AUM $1.7BTEAM 32REPS 19

Stackstone Wealth, LLC

RIA

Dubuque, IA

AUM $1.5BTEAM 27REPS 20

Principal Advised Services

RIA

Des Moines, IA

AUM $1.4BTEAM 383REPS 257

Accel Wealth Management

RIA

Waverly, IA

AUM $1.1BTEAM 19REPS 11

Northwest Wealth Management, LLC

RIA

Spencer, IA

AUM $1BTEAM 26REPS 23

Legacy Financial Group

RIA

Des Moines, IA

AUM $1BTEAM 18REPS 10

Syverson Strege

RIA

West Des Moines, IA

AUM $911MTEAM 15REPS 15

Dmkc Advisory Services, LLC

RIA

Des Moines, IA

AUM $903MTEAM 13REPS 7

Basepoint Wealth, LLC

RIA

Cedar Rapids, IA

AUM $884MTEAM 24REPS 13

RDA Financial Network

RIA

Akron, IA

AUM $675MTEAM 17REPS 16

West Financial Advisors, L.L.C.

RIA

Des Moines, IA

AUM $674MTEAM 8REPS 9

Merkle Retirement Planning

RIA

Grimes, IA

AUM $569MTEAM 30REPS 15

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