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
ACADIA LEGACY GROUP
RIACLIVE, IA
AUM $133MTEAM 4REPS 1
BSC CAPITAL PARTNERS, LLC
RIAWEST DES MOINES, IA
AUM $126MTEAM 5REPS 3
IOWA WEALTH MANAGEMENT, LLC
RIAWEST DES MOINES, IA
AUM $124MTEAM 4REPS 2
STONEFIELD INVESTMENT ADVISORY, INC.
RIACEDAR RAPIDS, IA
AUM $120MTEAM 2REPS 1
VISIONX WEALTH PARTNERS
RIAFORT DODGE, IA
AUM $110MTEAM 2REPS 1
RUSSELL WEALTH ADVISORS
RIABOONE, IA
AUM $106MTEAM 3REPS 3
ALTITUDE CAPITAL MANAGEMENT LLC
RIADES MOINES, IA
AUM $104MTEAM 28REPS 31
TRYON INVESTMENTS, LLC
RIANORTH LIBERTY, IA
AUM $103MTEAM 3REPS 1
CUSTOM WEALTH PLANNERS
RIAANKENY, IA
AUM $102MTEAM 3REPS 3
INNOVATIVE WEALTH MANAGEMENT, LLC
RIAJESUP, IA
AUM $99.1MTEAM 2REPS 2
AOT INVEST LLC
RIADAVENPORT, IA
AUM $93.9MTEAM 1REPS 3
COMPASS LIGHTHOUSE CAPITAL, LLC
RIAORANGE CITY, IA
AUM $91.3MTEAM 2REPS 2
GRIT FAMILY OFFICE, LLC
RIACEDAR RAPIDS, IA
AUM $90.9MTEAM 3REPS 2
FENCL ADVISORY SERVICES, LLC
RIACEDAR FALLS, IA
AUM $87.5MTEAM 3REPS 3
LONGENECKER FINANCIAL SERVICES
RIADES MOINES, IA
AUM $82.1MTEAM 3REPS 2
PROSPECTIVE VALUE PARTNERS LLC
RIADES MOINES, IA
AUM $76MTEAM 1REPS 1
VITAL CAPITAL LLC
RIACLINTON, IA
AUM $71.2MTEAM 5REPS 4
ACTIS WEALTH MANAGEMENT
RIAWAUKEE, IA
AUM $70MTEAM 1REPS 1
PASSAGE GLOBAL CAPITAL MANAGEMENT, LLC
RIABETTENDORF, IA
AUM $60.4MTEAM 4REPS 4
PENN ADVISORY GROUP INC.
RIAMOUNT VERNON, IA
AUM $53.1MTEAM 2REPS 2
BALANCED INVESTMENT ADVISORS, LLC
RIACEDAR RAPIDS, IA
AUM $49.3MTEAM 2REPS 2
HART WEALTH MANAGEMENT
RIAWEST DES MOINES, IA
AUM $46.5MTEAM 1REPS 1
BUSBEE WEALTH ADVISORS LLC
RIACEDAR RAPIDS, IA
AUM $43.8MTEAM 1REPS 1
GREENSTONE WEALTH MANAGEMENT
RIAFOREST CITY, IA
AUM $43.6MTEAM 5REPS 4
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