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
Greenstone Wealth Management
RIAForest City, IA
AUM $43.6MTEAM 5REPS 4
Successful Resource Management, Ltd.
RIAJohnston, IA
AUM $43.3MTEAM 2REPS 1
Red Cedar
RIACedar Rapids, IA
AUM $40.7MTEAM 3REPS 1
Afsc Advisors, Inc
RIACouncil Bluffs, IA
AUM $36.5MTEAM 1REPS 1
LW Advisors, L.L.C.
RIADes Moines, IA
AUM $35.9MTEAM 1REPS 1
Desla Wealth Management
RIAWest Des Moines, IA
AUM $32.7MTEAM 3REPS 2
Pursuit Wealth Management
RIACoralville, IA
AUM $32MTEAM 1REPS 3
Rockway Wealth Partners
RIAUrbandale, IA
AUM $26.6MTEAM 6REPS 4
Benchmark Financial
RIACedar Falls, IA
AUM $26.2MTEAM 3REPS 3
Total Wealth
RIAWest Des Moines, IA
AUM $20.8MTEAM 2REPS 1
Strategic Wealth Solutions, LLC
RIAUrbandale, IA
AUM $15.3MTEAM 3REPS 1
FBL Wealth Management, LLC
RIAWest Des Moines, IA
AUM $9.2MTEAM 207REPS 240
Kingdom Wealth Development, LLC
RIAWest Des Moines, IA
AUM $9.1MTEAM 1REPS 1
Simplified Planning And Investments
RIAJohnston, IA
AUM $8.4MTEAM 1REPS 1
Alphabit Investments, LLC
RIAForest City, IA
AUM $7.7MTEAM 5REPS 2
Dentist Exit Planning
RIADes Moines, IA
AUM $6.8MTEAM 1REPS 1
Woodlands Capital Management, LLC
RIAClive, IA
AUM $5.7MTEAM 1REPS 1
3g Capital LLC
RIAUrbandale, IA
AUM $4.7MTEAM 1REPS 1
Alba Financial LLC
RIACouncil Bluffs, IA
AUM $3.8MTEAM 1REPS 1
Pira Wealth Management
RIACoralville, IA
AUM $3.5MTEAM 2REPS 2
Koios Private Family Offices, LLC
RIADes Moines, IA
AUM $1.5MTEAM 2REPS 2
Ooda Quantum Capital, LLC
RIAJohnston, IA
AUM —TEAM 4REPS 5
Truewealth Stewardship, LLC
RIAMarion, IA
AUM —TEAM 1REPS 1
DSM Financial L.L.C.
RIAUrbandale, IA
AUM —TEAM 1REPS 1
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