Top financial advisors in Urbandale, IA
We’ve curated a list of the best financial advisors in Urbandale, take a look at it below
Find an advisor in Urbandale| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $161,231,701 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Urbandale, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Urbandale. 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.
Wilon Wealth Management
Wilon Wealth Management is a financial advisory firm based in Urbandale, Iowa. It currently has approximately $161,231,701 of assets under management and employs about 5 people. Wilon Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$161,231,701
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-120747
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.