RIAs in Iowa
137 RIAs headquartered in Iowa managing a combined $957B.
By city
West Des MoinesIowa23 FIRMS · $134BDes MoinesIowa17 FIRMS · $543BCedar RapidsIowa14 FIRMS · $114BUrbandaleIowa8 FIRMS · $1.5BCedar FallsIowa6 FIRMS · $826MDavenportIowa6 FIRMS · $4.3BDubuqueIowa5 FIRMS · $11.7BCliveIowa4 FIRMS · $644MCoralvilleIowa4 FIRMS · $314MJohnstonIowa4 FIRMS · $337MForest CityIowa3 FIRMS · $329MWaterlooIowa3 FIRMS · $285MCarrollIowa3 FIRMSAnkenyIowa3 FIRMS · $378MBettendorfIowa3 FIRMS · $782MGrimesIowa2 FIRMS · $569MCouncil 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
Retireright Consulting Group
RIAWest Des Moines, IA
AUM $561MTEAM 5REPS 5
Dynamic Financial Group
RIACedar Falls, IA
AUM $540MTEAM 3REPS 3
Wealth Advisors Of Iowa, LLC
RIAWest Des Moines, IA
AUM $539MTEAM 12REPS 10
Matheson & Rock Wealth Management, LLC
RIADavenport, IA
AUM $530MTEAM 3REPS 5
Independent Wealth Network, Inc.
RIAUrbandale, IA
AUM $518MTEAM 37REPS 33
Wealthspan Partners, LLC
RIADavenport, IA
AUM $451MTEAM 6REPS 5
Nikulski Financial, Inc.
RIABettendorf, IA
AUM $449MTEAM 10REPS 6
Legacy Bridge Private Family Offices
RIAWest Des Moines, IA
AUM $426MTEAM 8REPS 4
Quad-Cities Investment Group, LLC
RIADavenport, IA
AUM $426MTEAM 8REPS 8
Valiant Wealth, LLC
RIAWest Des Moines, IA
AUM $423MTEAM 12REPS 3
Mokosak Advisory Group, LLC
RIAUrbandale, IA
AUM $414MTEAM 4REPS 4
Friday Financial
RIADubuque, IA
AUM $409MTEAM 9REPS 8
Compass Financial Services
RIAWest Des Moines, IA
AUM $407MTEAM 12REPS 8
Midwest Heritage Financial Advisors
RIAWest Des Moines, IA
AUM $399MTEAM 6REPS 4
Aegon Real Assets US
RIACedar Rapids, IA
AUM $394MTEAM 178REPS 4
Pecaut Wealth Management
RIASioux City, IA
AUM $382MTEAM 6REPS 3
Boyle Capital
RIAWest Des Moines, IA
AUM $342MTEAM 5REPS 4
Ballast Capital Advisors, LLC
RIAWest Des Moines, IA
AUM $329MTEAM 7REPS 4
Peterson Financial Group, Inc.
RIADes Moines, IA
AUM $299MTEAM 11REPS 4
Vivid Wealth Management, LLC
RIAWest Des Moines, IA
AUM $291MTEAM 3REPS 3
Kane Company Wealth Management, Inc.
RIAJohnston, IA
AUM $285MTEAM 5REPS 3
Paladin Wealth Partners
RIAClive, IA
AUM $280MTEAM 3REPS 3
Wealth Advisors Group, LLC
RIACoralville, IA
AUM $278MTEAM 2REPS 2
Beacon Capital, LLC
RIACedar Rapids, IA
AUM $278MTEAM 5REPS 5
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