Top financial advisors in Cedar Falls, IA
We’ve curated a list of the best financial advisors in Cedar Falls, take a look at it below
Find an advisor in Cedar Falls| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $415,682,227 | 4 advisors | ||
| 2 | $144,774,955 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Cedar Falls, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cedar Falls. 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.
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)
Cedar Valley Wealth Advisors
Cedar Valley Wealth Advisors is a financial advisory firm based in Cedar Falls, Iowa. It currently has approximately $144,774,955 of assets under management and employs about 2 people. Cedar Valley Wealth Advisors uses a fee structure of a percentage of assets under your management, hourly charges and initial administrative fee; contribution and distribution fee.
Assets under management
$144,774,955
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
INITIAL ADMINISTRATIVE FEE; CONTRIBUTION AND DISTRIBUTION FEE
SEC number
801-113740
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Your first meeting is free.