Fiduciary advisors in Davenport, IA

6 registered advisers

Business activity in Davenport, Iowa generates enough wealth management demand to support 6 fiduciary firms with SEC registration. 5 charge fees only, taking no commissions.

AOT INVEST LLC

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

AUSDAL FINANCIAL PARTNERS, INC.

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

INVESTMENT CONSULTING GROUP INC

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

MATHESON & ROCK WEALTH MANAGEMENT, LLC

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

QUAD-CITIES INVESTMENT GROUP, LLC

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

WEALTHSPAN PARTNERS, LLC

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