Top 10 financial advisors in Iowa
We’ve curated a list of the best financial advisors in Iowa, take a look at it below
Find an advisor in Iowa| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,964,084,793 | 75 advisors | ||
| 2 | $2,308,127,776 | 14 advisors | ||
| 3 | $2,022,025,491 | 85 advisors | ||
| 4 | $1,295,999,333 | 200 advisors | ||
| 5 | $926,236,729 | 42 advisors | ||
| 6 | $726,274,366 | 18 advisors | ||
| 7 | $518,673,688 | 14 advisors | ||
| 8 | $415,682,227 | 4 advisors | ||
| 9 | $402,271,974 | 13 advisors | ||
| 10 | $353,424,416 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Iowa, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Iowa. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Foster Group, Inc.
Foster Group, Inc. is a financial advisory firm based in West Des Moines, Iowa. It currently has approximately $2,964,084,793 of assets under management and employs about 75 people. Foster Group, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$2,964,084,793
Headcount
75 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-38507
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Steele Capital Management, Inc.
Steele Capital Management, Inc. is a financial advisory firm based in Dubuque, Iowa. It currently has approximately $2,308,127,776 of assets under management and employs about 14 people. Steele Capital Management, Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$2,308,127,776
Headcount
14 advisors
Fee structure
A percentage of assets under your management
SEC number
801-50636
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Nations Financial Group, Inc.
Nations Financial Group, Inc. is a financial advisory firm based in Cedar Rapids, Iowa. It currently has approximately $2,022,025,491 of assets under management and employs about 85 people. Nations Financial Group, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$2,022,025,491
Headcount
85 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-57407
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Bfc Planning, Inc.
Bfc Planning, Inc. is a financial advisory firm based in Cedar Rapids, Iowa. It currently has approximately $1,295,999,333 of assets under management and employs about 200 people. Bfc Planning, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and solicitor fee.
Assets under management
$1,295,999,333
Headcount
200 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SOLICITOR FEE
SEC number
801-67427
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Private Wealth Asset Management
Private Wealth Asset Management is a financial advisory firm based in Cedar Rapids, Iowa. It currently has approximately $926,236,729 of assets under management and employs about 42 people. Private Wealth Asset Management uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$926,236,729
Headcount
42 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-122065
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
401k Advisory Services
Legacy Financial Group
Legacy Financial Group is a financial advisory firm based in Des Moines, Iowa. It currently has approximately $726,274,366 of assets under management and employs about 18 people. Legacy Financial Group uses a fee structure of a percentage of assets under your management, hourly charges and financial education program fees.
Assets under management
$726,274,366
Headcount
18 advisors
Fee structure
A percentage of assets under your management
Hourly charges
FINANCIAL EDUCATION PROGRAM FEES
SEC number
801-79803
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
Syverson Strege
Syverson Strege is a financial advisory firm based in West Des Moines, Iowa. It currently has approximately $518,673,688 of assets under management and employs about 14 people. Syverson Strege uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$518,673,688
Headcount
14 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-54959
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Selection Of Other Advisers Through Third Party
Dynamic Financial Group
Dynamic Financial Group is a financial advisory firm based in Cedar Falls, Iowa. It currently has approximately $415,682,227 of assets under management and employs about 4 people. Dynamic Financial Group uses a fee structure of and a percentage of assets under your management.
Assets under management
$415,682,227
Headcount
4 advisors
Fee structure
A percentage of assets under your management
SEC number
801-111021
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Dmkc Advisory Services, LLC
Dmkc Advisory Services, LLC is a financial advisory firm based in Des Moines, Iowa. It currently has approximately $402,271,974 of assets under management and employs about 13 people. Dmkc Advisory Services, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$402,271,974
Headcount
13 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-68395
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
Dickinson Investment Advisors
Dickinson Investment Advisors is a financial advisory firm based in Council Bluffs, Iowa. It currently has approximately $353,424,416 of assets under management and employs about 3 people. Dickinson Investment Advisors uses a fee structure of and a percentage of assets under your management.
Assets under management
$353,424,416
Headcount
3 advisors
Fee structure
A percentage of assets under your management
SEC number
801-98342
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.