RIAs in Iowa
138 RIAs headquartered in Iowa managing a combined $958B.
By city
West Des MoinesIowa22 FIRMS · $129BDes MoinesIowa18 FIRMS · $543BCedar RapidsIowa14 FIRMS · $114BUrbandaleIowa9 FIRMS · $6.2BCedar FallsIowa6 FIRMS · $840MDavenportIowa6 FIRMS · $4.3BDubuqueIowa5 FIRMS · $13.2BCliveIowa4 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
Principal Asset Management
RIADes Moines, IA
AUM $428BTEAM 1394REPS 130
Cambridge Investment Research Advisors, Inc.
RIAFairfield, IA
AUM $139BTEAM 3527REPS 3942
Sammons Financial Group Asset Management, LLC
RIAWest Des Moines, IA
AUM $122BTEAM 60REPS 4
Principal Real Estate
RIADes Moines, IA
AUM $106BTEAM 477REPS 7
Aegon Asset Management US
RIACedar Rapids, IA
AUM $88.8BTEAM 217REPS 6
Transamerica Retirement Advisors, LLC
RIACedar Rapids, IA
AUM $18.8BTEAM 398REPS 308
Avantax Planning Partners, Inc.
RIADubuque, IA
AUM $7.6BTEAM 261REPS 24
Foster Group, Inc.
RIAUrbandale, IA
AUM $4.8BTEAM 93REPS 60
BTC Capital Management
RIADes Moines, IA
AUM $4.6BTEAM 17REPS 14
BFC Planning, Inc.
RIACedar Rapids, IA
AUM $3.8BTEAM 200REPS 234
Steele Capital Management, Inc.
RIADubuque, IA
AUM $3.5BTEAM 15REPS 15
Investment Consulting Group Inc
RIADavenport, IA
AUM $2.8BTEAM 7REPS 6
Gilbert & Cook, Inc.
RIAWest Des Moines, IA
AUM $1.7BTEAM 32REPS 19
Stackstone Wealth, LLC
RIADubuque, IA
AUM $1.5BTEAM 27REPS 20
Principal Advised Services
RIADes Moines, IA
AUM $1.4BTEAM 383REPS 257
Accel Wealth Management
RIAWaverly, IA
AUM $1.1BTEAM 19REPS 11
Northwest Wealth Management, LLC
RIASpencer, IA
AUM $1BTEAM 26REPS 23
Legacy Financial Group
RIADes Moines, IA
AUM $1BTEAM 18REPS 10
Syverson Strege
RIAWest Des Moines, IA
AUM $911MTEAM 15REPS 15
Dmkc Advisory Services, LLC
RIADes Moines, IA
AUM $903MTEAM 13REPS 7
Basepoint Wealth, LLC
RIACedar Rapids, IA
AUM $884MTEAM 24REPS 13
RDA Financial Network
RIAAkron, IA
AUM $675MTEAM 17REPS 16
West Financial Advisors, L.L.C.
RIADes Moines, IA
AUM $674MTEAM 8REPS 9
Merkle Retirement Planning
RIAGrimes, IA
AUM $569MTEAM 30REPS 15
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