RIAs in Iowa

137 RIAs headquartered in Iowa managing a combined $957B.

By city

West Des MoinesIowa23 FIRMS · $134B Des MoinesIowa17 FIRMS · $543B Cedar RapidsIowa14 FIRMS · $114B UrbandaleIowa8 FIRMS · $1.5B Cedar FallsIowa6 FIRMS · $826M DavenportIowa6 FIRMS · $4.3B DubuqueIowa5 FIRMS · $11.7B CliveIowa4 FIRMS · $644M CoralvilleIowa4 FIRMS · $314M JohnstonIowa4 FIRMS · $337M Forest CityIowa3 FIRMS · $329M WaterlooIowa3 FIRMS · $285M CarrollIowa3 FIRMS AnkenyIowa3 FIRMS · $378M BettendorfIowa3 FIRMS · $782M GrimesIowa2 FIRMS · $569M Council BluffsIowa2 FIRMS · $40.4M North LibertyIowa2 FIRMS · $246M Sioux CityIowa2 FIRMS · $382M WaverlyIowa2 FIRMS · $1.1B AkronIowa1 FIRM · $675M Guthrie CenterIowa1 FIRM · $216M HiawathaIowa1 FIRM · $168M Iowa CityIowa1 FIRM · $173M Iowa FallsIowa1 FIRM JesupIowa1 FIRM · $99.1M ClintonIowa1 FIRM · $71.2M MarionIowa1 FIRM Mount VernonIowa1 FIRM · $53.1M Windsor HeightsIowa1 FIRM · $154M Orange CityIowa1 FIRM · $91.3M Polk CityIowa1 FIRM · $144M Sioux CenterIowa1 FIRM · $157M AmesIowa1 FIRM · $257M SpencerIowa1 FIRM · $1B ClarionIowa1 FIRM · $230M BooneIowa1 FIRM · $106M WaukeeIowa1 FIRM · $70M FairfieldIowa1 FIRM · $139B EldridgeIowa1 FIRM · $148M Fort DodgeIowa1 FIRM · $110M

All RIAs in Iowa

Acadia Legacy Group

Clive, IA

AUM $133MTEAM 4REPS 1

BSC Capital Partners, LLC

West Des Moines, IA

AUM $126MTEAM 5REPS 3

Iowa Wealth Management, LLC

West Des Moines, IA

AUM $124MTEAM 4REPS 2

Stonefield Investment Advisory, Inc.

Cedar Rapids, IA

AUM $120MTEAM 2REPS 1

Visionx Wealth Partners

Fort Dodge, IA

AUM $110MTEAM 2REPS 1

Russell Wealth Advisors

Boone, IA

AUM $106MTEAM 3REPS 3

Altitude Capital Management LLC

Des Moines, IA

AUM $104MTEAM 28REPS 36

Tryon Investments, LLC

North Liberty, IA

AUM $103MTEAM 3REPS 1

Custom Wealth Planners

Ankeny, IA

AUM $102MTEAM 3REPS 3

Innovative Wealth Management, LLC

Jesup, IA

AUM $99.1MTEAM 2REPS 2

AOT Invest LLC

Davenport, IA

AUM $93.9MTEAM 1REPS 3

Compass Lighthouse Capital, LLC

Orange City, IA

AUM $91.3MTEAM 2REPS 2

Grit Family Office, LLC

Cedar Rapids, IA

AUM $90.9MTEAM 3REPS 2

Fencl Advisory Services, LLC

Cedar Falls, IA

AUM $87.5MTEAM 3REPS 3

Longenecker Financial Services

Des Moines, IA

AUM $82.1MTEAM 3REPS 2

Prospective Value Partners LLC

Des Moines, IA

AUM $76MTEAM 1REPS 1

Vital Capital LLC

Clinton, IA

AUM $71.2MTEAM 5REPS 5

Actis Wealth Management

Waukee, IA

AUM $70MTEAM 1REPS 1

Passage Global Capital Management, LLC

Bettendorf, IA

AUM $60.4MTEAM 4REPS 4

Penn Advisory Group Inc.

Mount Vernon, IA

AUM $53.1MTEAM 2REPS 2

Balanced Investment Advisors, LLC

Cedar Rapids, IA

AUM $49.3MTEAM 2REPS 2

Uncommon Wealth Partners, LLC

Ankeny, IA

AUM $46.7MTEAM 2REPS 2

Hart Wealth Management

West Des Moines, IA

AUM $46.5MTEAM 1REPS 1

Busbee Wealth Advisors LLC

Cedar Rapids, IA

AUM $43.8MTEAM 1REPS 1

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