Top financial advisors in Davenport, IA
We’ve curated a list of the best financial advisors in Davenport, take a look at it below
Find an advisor in Davenport| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $286,000,000 | 2 advisors | ||
| 2 | $219,011,720 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Davenport, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Davenport. 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.
Matheson & Rock Wealth Management, LLC
Matheson & Rock Wealth Management, LLC is a financial advisory firm based in Davenport, Iowa. It currently has approximately $286,000,000 of assets under management and employs about 2 people. Matheson & Rock Wealth Management, LLC uses a fee structure of a percentage of assets under your management and % of plan assets.
Assets under management
$286,000,000
Headcount
2 advisors
Fee structure
A percentage of assets under your management
% OF PLAN ASSETS
SEC number
801-114867
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Wealthspan Partners, LLC
Wealthspan Partners, LLC is a financial advisory firm based in Davenport, Iowa. It currently has approximately $219,011,720 of assets under management and employs about 3 people. Wealthspan Partners, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$219,011,720
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-113832
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.