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
OASIS ADVISORS
RIAFOREST CITY, IA
AUM $278MTEAM 26REPS 21
TFP MANAGEMENT, LLC
RIABETTENDORF, IA
AUM $273MTEAM 4REPS 3
WILON WEALTH MANAGEMENT
RIAURBANDALE, IA
AUM $264MTEAM 8REPS 5
CLARITY ASSET MANAGEMENT, INC.
RIAAMES, IA
AUM $257MTEAM 5REPS 5
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
RIAWEST DES MOINES, IA
AUM $256MTEAM 5REPS 5
CEDAR POINT CAPITAL PARTNERS, LLC
RIACEDAR RAPIDS, IA
AUM $248MTEAM 7REPS 6
DES MOINES INVESTMENTS, LLC
RIADES MOINES, IA
AUM $246MTEAM 4REPS 4
BRADFORD FINANCIAL CENTER
RIACLARION, IA
AUM $230MTEAM 26REPS 8
LSB WEALTH MANAGEMENT
RIAANKENY, IA
AUM $229MTEAM 11REPS 6
WEIS ADVISORY
RIACLIVE, IA
AUM $226MTEAM 9REPS 4
AEGIS WEALTH MANAGEMENT, INC.
RIAGUTHRIE CENTER, IA
AUM $216MTEAM 27REPS 31
AO WEALTH ADVISORY
RIAURBANDALE, IA
AUM $213MTEAM 7REPS 4
MIDWESTERN FINANCIAL GROUP
RIAIOWA CITY, IA
AUM $173MTEAM 3REPS 3
CEDAR VALLEY WEALTH ADVISORS
RIACEDAR FALLS, IA
AUM $173MTEAM 3REPS 3
ARNOLD AND MOTE WEALTH MANAGEMENT
RIAHIAWATHA, IA
AUM $168MTEAM 6REPS 5
BRIDGEWAY WEALTH MANAGEMENT, LLC
RIACEDAR RAPIDS, IA
AUM $165MTEAM 2REPS 2
WATER VALLEY INVESTMENT ADVISORS, INC.
RIASIOUX CENTER, IA
AUM $157MTEAM 3REPS 3
FORREST FINANCIAL SERVICES
RIAWINDSOR HEIGHTS, IA
AUM $154MTEAM 2REPS 2
TUVE INVESTMENT MANAGEMENT, INC.
RIAWATERLOO, IA
AUM $148MTEAM 6REPS 2
PLAN2THRIVE FINANCIAL
RIAELDRIDGE, IA
AUM $148MTEAM 4REPS 4
THE LIFE GROUP FINANCIAL SERVICES
RIADUBUQUE, IA
AUM $146MTEAM 4REPS 5
VAN DIEST CAPITAL
RIAPolk City, IA
AUM $144MTEAM 8REPS 7
LANE FAMILY WEALTH MANAGEMENT
RIANORTH LIBERTY, IA
AUM $143MTEAM 2REPS 2
KEYSTONE WEALTH MANAGEMENT
RIAWATERLOO, IA
AUM $137MTEAM 2REPS 1
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