RIAs in Iowa
134 RIAs headquartered in Iowa managing a combined $957B.
By city
WEST DES MOINESIowa23 FIRMS · $134BDES MOINESIowa17 FIRMS · $543BCEDAR RAPIDSIowa14 FIRMS · $114BURBANDALEIowa8 FIRMS · $1.5BDAVENPORTIowa6 FIRMS · $4.3BCEDAR FALLSIowa6 FIRMS · $826MCORALVILLEIowa4 FIRMS · $314MDUBUQUEIowa4 FIRMS · $11.7BCLIVEIowa4 FIRMS · $644MJOHNSTONIowa3 FIRMS · $337MBETTENDORFIowa3 FIRMS · $782MCARROLLIowa3 FIRMSFOREST CITYIowa3 FIRMS · $329MWATERLOOIowa3 FIRMS · $285MGRIMESIowa2 FIRMS · $569MANKENYIowa2 FIRMS · $331MCOUNCIL BLUFFSIowa2 FIRMS · $40.4MNORTH LIBERTYIowa2 FIRMS · $246MSIOUX CITYIowa2 FIRMS · $382MWAVERLYIowa2 FIRMS · $1.1BAKRONIowa1 FIRM · $675MGUTHRIE CENTERIowa1 FIRM · $216MHIAWATHAIowa1 FIRM · $168MIOWA CITYIowa1 FIRM · $173MIOWA FALLSIowa1 FIRMJESUPIowa1 FIRM · $99.1MCLINTONIowa1 FIRM · $71.2MMARIONIowa1 FIRMMOUNT VERNONIowa1 FIRM · $53.1MWINDSOR HEIGHTSIowa1 FIRM · $154MORANGE CITYIowa1 FIRM · $91.3MPolk CityIowa1 FIRM · $144MSIOUX CENTERIowa1 FIRM · $157MAMESIowa1 FIRM · $257MSPENCERIowa1 FIRM · $1BCLARIONIowa1 FIRM · $230MBOONEIowa1 FIRM · $106MWAUKEEIowa1 FIRM · $70MFAIRFIELDIowa1 FIRM · $139BELDRIDGEIowa1 FIRM · $148MFORT DODGEIowa1 FIRM · $110M
All RIAs in Iowa
PRINCIPAL ASSET MANAGEMENT
RIADES MOINES, IA
AUM $428BTEAM 1394REPS 133
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIAFAIRFIELD, IA
AUM $139BTEAM 3527REPS 3946
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC
RIAWEST DES MOINES, IA
AUM $122BTEAM 60REPS 4
PRINCIPAL REAL ESTATE
RIADES MOINES, IA
AUM $106BTEAM 477REPS 7
AEGON ASSET MANAGEMENT US
RIACEDAR RAPIDS, IA
AUM $88.8BTEAM 217REPS 6
TRANSAMERICA RETIREMENT ADVISORS, LLC
RIACEDAR RAPIDS, IA
AUM $18.8BTEAM 398REPS 306
AVANTAX PLANNING PARTNERS, INC.
RIADUBUQUE, IA
AUM $7.6BTEAM 261REPS 292
FOSTER GROUP, INC.
RIAWEST DES MOINES, IA
AUM $4.8BTEAM 93REPS 59
BTC CAPITAL MANAGEMENT
RIADES MOINES, IA
AUM $4.6BTEAM 17REPS 14
BFC PLANNING, INC.
RIACEDAR RAPIDS, IA
AUM $3.8BTEAM 200REPS 237
STEELE CAPITAL MANAGEMENT, INC.
RIADUBUQUE, IA
AUM $3.5BTEAM 15REPS 15
INVESTMENT CONSULTING GROUP INC
RIADAVENPORT, IA
AUM $2.8BTEAM 6REPS 5
GILBERT & COOK, INC.
RIAWEST DES MOINES, IA
AUM $1.7BTEAM 32REPS 19
PRINCIPAL ADVISED SERVICES
RIADES MOINES, IA
AUM $1.4BTEAM 383REPS 246
ACCEL WEALTH MANAGEMENT
RIAWAVERLY, IA
AUM $1.1BTEAM 19REPS 11
NORTHWEST WEALTH MANAGEMENT, LLC
RIASPENCER, IA
AUM $1BTEAM 26REPS 22
LEGACY FINANCIAL GROUP
RIADES MOINES, IA
AUM $1BTEAM 18REPS 9
SYVERSON STREGE
RIAWEST DES MOINES, IA
AUM $911MTEAM 15REPS 14
DMKC ADVISORY SERVICES, LLC
RIADES MOINES, IA
AUM $903MTEAM 13REPS 12
BASEPOINT WEALTH, LLC
RIACEDAR RAPIDS, IA
AUM $884MTEAM 24REPS 13
RDA FINANCIAL NETWORK
RIAAKRON, IA
AUM $675MTEAM 17REPS 17
WEST FINANCIAL ADVISORS, L.L.C.
RIADES MOINES, IA
AUM $674MTEAM 8REPS 10
MERKLE RETIREMENT PLANNING
RIAGRIMES, IA
AUM $569MTEAM 30REPS 13
RIA ADVISORY GROUP, LLC
RIADES MOINES, IA
AUM $568MTEAM 25REPS 26
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