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For asset managers

Ranking, Iowa

Independent RIAs with the biggest asset gains over one year in Iowa

As of October 2, 2026, Foster Group, Inc. ranked #1 in Iowa in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $1.2 billion.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Independent RIAs with the biggest asset gains over one year in Iowa
Rank Firm City Increase
1 Foster Group, Inc. West Des Moines $1.2 billion
2 Steele Capital Management, Inc. Dubuque $516.7 million
3 Gilbert & Cook, Inc. West Des Moines $336.5 million
4 Oasis Advisors Forest City $277.7 million
5 DMKC Advisory Services, LLC Des Moines $233.8 million
6 Friday Financial Dubuque $198.8 million
7 Accel Wealth Management Waverly $173.8 million
8 Legacy Financial Group Des Moines $167.2 million
9 Merkle Retirement Planning Grimes $140.3 million
10 RIA Advisory Group, LLC Des Moines $111.9 million
11 Basepoint Wealth, LLC Cedar Rapids $107.7 million
12 Beacon Capital, LLC Cedar Rapids $102.1 million
13 Legacy Bridge Private Family Offices West Des Moines $99.8 million
14 Rda Financial Network Akron $96.4 million
15 Independent Wealth Network, Inc. Urbandale $95.8 million
16 Matheson & Rock Wealth Management, LLC Davenport $95.0 million
17 Wealth Advisors of Iowa, LLC West Des Moines $86.3 million
18 Nikulski Financial, Inc. Bettendorf $78.5 million
19 Compass Financial Services West Des Moines $73.7 million
20 Wealthspan Partners, LLC Davenport $72.3 million
21 Mokosak Advisory Group, LLC Urbandale $68.6 million
22 Paladin Wealth Partners Clive $66.2 million
23 Dynamic Financial Group Cedar Falls $65.1 million
24 Kane Company Wealth Management, Inc. Johnston $64.7 million
25 West Financial Advisors, L.L.C. Des Moines $63.6 million
26 Wealth Advisors Group, LLC Coralville $62.6 million
27 Vivid Wealth Management, LLC West Des Moines $56.2 million
28 Des Moines Investments, LLC Des Moines $56.0 million
29 LSB Wealth Management Ankeny $55.8 million
30 TFP Management, LLC Bettendorf $55.3 million
31 Altitude Capital Management LLC Des Moines $54.2 million
32 Peterson Financial Group, Inc. Des Moines $51.6 million
33 Quad-Cities Investment Group, LLC Davenport $49.9 million
34 Cedar Point Capital Partners, LLC Cedar Rapids $47.2 million
35 Wilon Wealth Management Urbandale $46.7 million
36 Five Talents Financial Management Group LLC West Des Moines $45.5 million
37 Boyle Capital West Des Moines $43.7 million
38 Valiant Wealth, LLC West Des Moines $41.0 million
39 Aegis Wealth Management, Inc. Guthrie Center $40.5 million
40 Arnold and Mote Wealth Management Hiawatha $39.9 million
41 AO Wealth Advisory Urbandale $39.0 million
42 Weis Advisory Clive $37.7 million
43 Clarity Asset Management, Inc. Ames $35.0 million
44 Midwestern Financial Group Iowa City $33.6 million
45 Pecaut Wealth Management Sioux City $31.2 million
46 PLAN2THRIVE Financial Eldridge $28.3 million
47 Forrest Financial Services Windsor Heights $27.0 million
48 The Life Group Financial Services Dubuque $20.5 million
49 Cedar Valley Wealth Advisors Cedar Falls $17.5 million
50 Acadia Legacy Group Clive $16.5 million
51 Water Valley Investment Advisors, Inc. Sioux Center $16.1 million
52 Tuve Investment Management, Inc. Waterloo $14.4 million
53 Bridgeway Wealth Management, LLC Cedar Rapids $13.1 million
54 Iowa Wealth Management, LLC West Des Moines $13.0 million
55 Syverson Strege West Des Moines $10.4 million
56 Ballast Capital Advisors, LLC West Des Moines $10.3 million
57 Capital View Wealth Management, LLC Des Moines $2.8 million

57 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.