Search Results

85 advisors in iowa
FirmFeeAUMMin.Clients

ACADIA LEGACY GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Clive, IowaCRD #291481
Typical Fee--
AUM$117M
Minimum--
Clients123

ACCEL WEALTH MANAGEMENT

Also Compensated via Brokerage
Waverly, IowaCRD #286201
Typical Fee--
AUM$1.1B
Minimum--
Clients2,819

AEGIS WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Guthrie Center, IowaCRD #301990
Typical Fee--
AUM$176M
Minimum--
Clients1,538

AEGON ASSET MANAGEMENT US

Fee-OnlyAlso Compensated via Product Sales
Cedar Rapids, IowaCRD #114537
Typical Fee--
AUM$91.0B
Minimum--
Clients199

AEGON REAL ASSETS US

Clean RecordAlso Compensated via Insurance
Cedar Rapids, IowaCRD #286438
Typical Fee--
AUM$513M
Minimum--
Clients25

ALPHABIT INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Forest City, IowaCRD #334827
Typical Fee--
AUM$7M
Minimum--
Clients1

ALTITUDE CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Des Moines, IowaCRD #329366
Typical Fee--
AUM$49M
Minimum--
Clients672

AO WEALTH ADVISORY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Urbandale, IowaCRD #288301
Typical Fee--
AUM$213M
Minimum--
Clients1,124

AOT INVEST LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Davenport, IowaCRD #319016
Typical Fee--
AUM$91M
Minimum--
Clients2

ARNOLD AND MOTE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hiawatha, IowaCRD #283698
Typical Fee--
AUM$168M
Minimum--
Clients585

AUSDAL FINANCIAL PARTNERS, INC.

Also Compensated via Brokerage
Davenport, IowaCRD #7995
Typical Fee--
AUM$2.1B
Minimum--
Clients10,402

AVANTAX PLANNING PARTNERS, INC.

Fee-OnlyAlso Compensated via Product Sales
Dubuque, IowaCRD #106237
Typical Fee--
AUM$6.9B
Minimum--
Clients13,679

BALLAST CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #282369
Typical Fee--
AUM$318M
Minimum--
Clients150

BASEPOINT WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cedar Rapids, IowaCRD #289538
Typical Fee--
AUM$884M
Minimum--
Clients3,715

BEACON CAPITAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Cedar Rapids, IowaCRD #286316
Typical Fee--
AUM$239M
Minimum--
Clients951

BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Also Compensated via Brokerage
Cedar Rapids, IowaCRD #13609
Typical Fee--
AUM$798M
Minimum--
Clients3,408

BFC PLANNING, INC.

Fee-OnlyAlso Compensated via Product Sales
Cedar Rapids, IowaCRD #119682
Typical Fee--
AUM$2.0B
Minimum--
Clients8,756

BOYLE CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #132416
Typical Fee--
AUM$298M
Minimum--
Clients1,504

BRADFORD FINANCIAL CENTER

Fee-OnlyClean RecordAlso Compensated via Product Sales
Clarion, IowaCRD #110953
Typical Fee--
AUM$232M
Minimum--
Clients1,710

BRIDGEWAY WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cedar Rapids, IowaCRD #326547
Typical Fee--
AUM$165M
Minimum--
Clients396

BTC CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Des Moines, IowaCRD #127158
Typical Fee--
AUM$4.2B
Minimum--
Clients2,262

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Also Compensated via Product Sales
Fairfield, IowaCRD #134139
Typical Fee--
AUM$102.4B
Minimum--
Clients438,414

CEDAR POINT CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cedar Rapids, IowaCRD #317532
Typical Fee--
AUM$201M
Minimum--
Clients1,128

CEDAR VALLEY WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cedar Falls, IowaCRD #115511
Typical Fee--
AUM$155M
Minimum--
Clients290

CLARITY ASSET MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ames, IowaCRD #115699
Typical Fee--
AUM$222M
Minimum--
Clients591

COMPASS FINANCIAL SERVICES

Clean RecordAlso Compensated via Brokerage
West Des Moines, IowaCRD #109441
Typical Fee--
AUM$407M
Minimum--
Clients1,909

DAVID JAMES FINANCIAL

Clean RecordAlso Compensated via Brokerage
North Liberty, IowaCRD #306301
Typical Fee--
AUM$116M
Minimum--
Clients391

DES MOINES INVESTMENTS, LLC

Fee-OnlyAlso Compensated via Product Sales
Des Moines, IowaCRD #146322
Typical Fee1.00%
AUM$246M
Minimum--
Clients1,497

DMKC ADVISORY SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Des Moines, IowaCRD #145112
Typical Fee--
AUM$669M
Minimum--
Clients818

DYNAMIC FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cedar Falls, IowaCRD #288763
Typical Fee--
AUM$540M
Minimum--
Clients2,490
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