Fiduciary advisors in Iowa

85registered advisers
69fee-only verified

Agricultural wealth and insurance industry concentration define Iowa's advisory landscape. The state has 85 SEC-registered fiduciary advisors, 69 operating fee-only. Des Moines, as a major insurance hub, produces a disproportionate number of advisors relative to the state's population.

Cities

Akron1Ames1Ankeny1Bettendorf2Cedar Falls2Cedar Rapids11Clarion1Clive3Coralville1Davenport6Des Moines12Dubuque5Eldridge1Fairfield1Forest City2Grimes1Guthrie Center1Hiawatha1Iowa City1Johnston1North Liberty1Sioux City1Spencer1Urbandale5Waterloo3Waverly1West Des Moines17Windsor Heights1

Top advisors

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

FBL WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #291396
Typical Fee--
AUM$9M
Minimum--
Clients1

FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #307987
Typical Fee--
AUM$210M
Minimum--
Clients1,056

FORREST FINANCIAL SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Windsor Heights, IowaCRD #117546
Typical Fee--
AUM$127M
Minimum--
Clients400

FOSTER GROUP, INC.

Fee-Only, No ConflictsClean Record
West Des Moines, IowaCRD #107148
Typical Fee--
AUM$3.5B
Minimum--
Clients5,481

FRIDAY FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dubuque, IowaCRD #329748
Typical Fee--
AUM$409M
Minimum--
Clients829

FSB PREMIER WEALTH MANAGEMENT, INC.

Clean RecordAlso Compensated via Brokerage
Waterloo, IowaCRD #15898
Typical Fee--
AUM$347M
Minimum--
Clients1,751

GILBERT & COOK, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #283112
Typical Fee--
AUM$1.4B
Minimum--
Clients3,429

INDEPENDENT WEALTH NETWORK, INC.

Clean RecordAlso Compensated via Brokerage
Urbandale, IowaCRD #286262
Typical Fee--
AUM$423M
Minimum--
Clients2,626

INTEGRITY ALLIANCE, LLC

Also Compensated via Brokerage
Urbandale, IowaCRD #139627
Typical Fee--
AUM$2.4B
Minimum--
Clients14,148

INVESTMENT CONSULTING GROUP INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Davenport, IowaCRD #106967
Typical Fee--
AUM$2.6B
Minimum--
Clients517

IOWA WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #286435
Typical Fee--
AUM$124M
Minimum--
Clients377

KANE COMPANY WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Johnston, IowaCRD #115756
Typical Fee0.50%
AUM$285M
Minimum--
Clients717

KEYSTONE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waterloo, IowaCRD #304133
Typical Fee--
AUM$137M
Minimum--
Clients533

LEGACY BRIDGE PRIVATE FAMILY OFFICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #282261
Typical Fee--
AUM$326M
Minimum--
Clients99

LEGACY FINANCIAL GROUP

Clean RecordAlso Compensated via Brokerage
Des Moines, IowaCRD #154927
Typical Fee--
AUM$840M
Minimum--
Clients3,763

LSB WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ankeny, IowaCRD #310466
Typical Fee--
AUM$173M
Minimum--
Clients567

MATHESON & ROCK WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Davenport, IowaCRD #289603
Typical Fee--
AUM$530M
Minimum--
Clients1,070

MERKLE RETIREMENT PLANNING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grimes, IowaCRD #297942
Typical Fee--
AUM$429M
Minimum--
Clients2,475

MIDWEST HERITAGE FINANCIAL ADVISORS

Clean RecordAlso Compensated via Brokerage
West Des Moines, IowaCRD #306308
Typical Fee--
AUM$399M
Minimum--
Clients647

MIDWESTERN FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Iowa City, IowaCRD #270022
Typical Fee--
AUM$139M
Minimum--
Clients483
View all 85 advisors in Iowa
Fiduciary Financial Advisors in Iowa | FiduciaryListings