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
Oasis Advisors
RIAForest City, IA
AUM $278MTEAM 27REPS 23
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 30
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 4
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 8
Lane Family Wealth Management
RIANorth Liberty, IA
AUM $143MTEAM 2REPS 2
Keystone Wealth Management
RIAWaterloo, IA
AUM $137MTEAM 2REPS 1
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