Search Results

85 advisors in iowa
FirmFeeAUMMin.Clients

PRINCIPAL ASSET MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Des Moines, IowaCRD #109002
Typical Fee--
AUM$364.0B
Minimum--
Clients7,399

PRINCIPAL REAL ESTATE

Fee-OnlyAlso Compensated via Product Sales
Des Moines, IowaCRD #109008
Typical Fee--
AUM$99.4B
Minimum--
Clients1,644

PRINCIPAL SECURITIES, INC.

Also Compensated via Brokerage
Des Moines, IowaCRD #1137
Typical Fee3.00%
AUM$14.8B
Minimum--
Clients63,730

QUAD-CITIES INVESTMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Davenport, IowaCRD #154113
Typical Fee--
AUM$426M
Minimum--
Clients1,546

RDA FINANCIAL NETWORK

Fee-OnlyAlso Compensated via Product Sales
Akron, IowaCRD #147309
Typical Fee--
AUM$579M
Minimum--
Clients3,347

RETIRERIGHT CONSULTING GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #300925
Typical Fee--
AUM$659M
Minimum--
Clients562

RIA ADVISORY GROUP, LLC

Fee-OnlyAlso Compensated via Product Sales
Des Moines, IowaCRD #152566
Typical Fee--
AUM$457M
Minimum--
Clients3,009

SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
West Des Moines, IowaCRD #321109
Typical Fee--
AUM$109.8B
Minimum--
Clients8

SITUSAMC REAL ESTATE VALUATION SERVICES, LLC

Fee-Only, No ConflictsClean Record
West Des Moines, IowaCRD #106747
Typical Fee--
AUM--
Minimum--
Clients--

STEELE CAPITAL MANAGEMENT, INC.

Fee-Only, No ConflictsClean Record
Dubuque, IowaCRD #107097
Typical Fee--
AUM$3.0B
Minimum--
Clients4,184

STONEFIELD INVESTMENT ADVISORY, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cedar Rapids, IowaCRD #113802
Typical Fee--
AUM$120M
Minimum--
Clients386

SYVERSON STREGE

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #109228
Typical Fee--
AUM$900M
Minimum--
Clients2,174

TFP MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bettendorf, IowaCRD #313543
Typical Fee--
AUM$218M
Minimum--
Clients1,434

THE LIFE GROUP FINANCIAL SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dubuque, IowaCRD #277091
Typical Fee--
AUM$136M
Minimum--
Clients1,622

TRANSAMERICA RETIREMENT ADVISORS, LLC

Fee-Only, No Conflicts
Cedar Rapids, IowaCRD #107319
Typical Fee--
AUM$16.2B
Minimum--
Clients212,836

TUVE INVESTMENT MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waterloo, IowaCRD #226702
Typical Fee--
AUM$133M
Minimum--
Clients1,409

VALIANT WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #146911
Typical Fee--
AUM$382M
Minimum--
Clients666

VIVID WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #322974
Typical Fee--
AUM$235M
Minimum--
Clients1,061

WEALTH ADVISORS GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coralville, IowaCRD #291648
Typical Fee--
AUM$216M
Minimum--
Clients787

WEALTH ADVISORS OF IOWA, LLC

Clean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #115088
Typical Fee--
AUM$453M
Minimum--
Clients1,203

WEALTHSPAN PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Davenport, IowaCRD #297712
Typical Fee2.00%
AUM$379M
Minimum--
Clients1,518

WEIS ADVISORY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Clive, IowaCRD #217517
Typical Fee--
AUM$188M
Minimum--
Clients684

WEITZEL FINANCIAL SERVICES, INC.

Clean RecordAlso Compensated via Brokerage
Dubuque, IowaCRD #27346
Typical Fee--
AUM$328M
Minimum--
Clients1,134

WEST FINANCIAL ADVISORS, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Des Moines, IowaCRD #142265
Typical Fee--
AUM$674M
Minimum--
Clients1,677

WILON WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Urbandale, IowaCRD #313185
Typical Fee--
AUM$217M
Minimum--
Clients866
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