Top 10 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.
1. Foster Group, Inc.
Assets under management
$2,964,084,793
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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
2. Steele Capital Management, Inc.
Assets under management
$2,308,127,776
Fee structure
A percentage of assets under your management
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
3. Nations Financial Group, Inc.
Assets under management
$2,022,025,491
Fee structure
A percentage of assets under your management
Fixed fees
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
4. Bfc Planning, Inc.
Assets under management
$1,295,999,333
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SOLICITOR FEE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
5. Private Wealth Asset Management
Assets under management
$926,236,729
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
401k Advisory Services
6. Legacy Financial Group
Assets under management
$726,274,366
Fee structure
A percentage of assets under your management
Hourly charges
FINANCIAL EDUCATION PROGRAM FEES
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
7. Syverson Strege
Assets under management
$518,673,688
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Selection Of Other Advisers Through Third Party
8. Dynamic Financial Group
Assets under management
$415,682,227
Fee structure
A percentage of assets under your management
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)
9. Dmkc Advisory Services, LLC
Assets under management
$402,271,974
Fee structure
A percentage of assets under your management
Hourly charges
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
10. Dickinson Investment Advisors
Assets under management
$353,424,416
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.