# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/biggest-asset-gains/iowa/

## Facts

- ranking: Independent RIAs with the biggest asset gains over one year
- how_it_is_computed: 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.
- unit: usd
- scope: Iowa
- firms_listed: 57
- rows: rank: 1, crd: 107148, firm: Foster Group, Inc., city: West Des Moines, state: IA, value: 1232516651, base_value: 3542998153, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107148/; rank: 2, crd: 107097, firm: Steele Capital Management, Inc., city: Dubuque, state: IA, value: 516713474, base_value: 3030626319, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107097/; rank: 3, crd: 283112, firm: Gilbert & Cook, Inc., city: West Des Moines, state: IA, value: 336546554, base_value: 1361575720, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283112/; rank: 4, crd: 335555, firm: Oasis Advisors, city: Forest City, state: IA, value: 277687094, base_value: 0, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335555/; rank: 5, crd: 145112, firm: DMKC Advisory Services, LLC, city: Des Moines, state: IA, value: 233819778, base_value: 668680393, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145112/; rank: 6, crd: 329748, firm: Friday Financial, city: Dubuque, state: IA, value: 198820648, base_value: 210503367, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329748/; rank: 7, crd: 286201, firm: Accel Wealth Management, city: Waverly, state: IA, value: 173797443, base_value: 973955257, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286201/; rank: 8, crd: 154927, firm: Legacy Financial Group, city: Des Moines, state: IA, value: 167172426, base_value: 840400934, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154927/; rank: 9, crd: 297942, firm: Merkle Retirement Planning, city: Grimes, state: IA, value: 140279307, base_value: 428547783, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297942/; rank: 10, crd: 152566, firm: RIA Advisory Group, LLC, city: Des Moines, state: IA, value: 111861459, base_value: 456517836, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152566/; rank: 11, crd: 289538, firm: Basepoint Wealth, LLC, city: Cedar Rapids, state: IA, value: 107659039, base_value: 776175833, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289538/; rank: 12, crd: 286316, firm: Beacon Capital, LLC, city: Cedar Rapids, state: IA, value: 102059364, base_value: 176237651, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286316/; rank: 13, crd: 282261, firm: Legacy Bridge Private Family Offices, city: West Des Moines, state: IA, value: 99809347, base_value: 325945382, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282261/; rank: 14, crd: 147309, firm: Rda Financial Network, city: Akron, state: IA, value: 96417477, base_value: 578744853, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147309/; rank: 15, crd: 286262, firm: Independent Wealth Network, Inc., city: Urbandale, state: IA, value: 95802562, base_value: 422577169, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286262/; rank: 16, crd: 289603, firm: Matheson & Rock Wealth Management, LLC, city: Davenport, state: IA, value: 95000000, base_value: 435000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289603/; rank: 17, crd: 115088, firm: Wealth Advisors of Iowa, LLC, city: West Des Moines, state: IA, value: 86324321, base_value: 453096614, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115088/; rank: 18, crd: 151569, firm: Nikulski Financial, Inc., city: Bettendorf, state: IA, value: 78510649, base_value: 370467092, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151569/; rank: 19, crd: 109441, firm: Compass Financial Services, city: West Des Moines, state: IA, value: 73710937, base_value: 333738881, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109441/; rank: 20, crd: 297712, firm: Wealthspan Partners, LLC, city: Davenport, state: IA, value: 72330323, base_value: 378789093, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297712/; rank: 21, crd: 287538, firm: Mokosak Advisory Group, LLC, city: Urbandale, state: IA, value: 68618164, base_value: 345300877, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287538/; rank: 22, crd: 285303, firm: Paladin Wealth Partners, city: Clive, state: IA, value: 66211491, base_value: 213568921, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285303/; rank: 23, crd: 288763, firm: Dynamic Financial Group, city: Cedar Falls, state: IA, value: 65098053, base_value: 474460193, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288763/; rank: 24, crd: 115756, firm: Kane Company Wealth Management, Inc., city: Johnston, state: IA, value: 64725036, base_value: 220023746, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115756/; rank: 25, crd: 142265, firm: West Financial Advisors, L.L.C., city: Des Moines, state: IA, value: 63638319, base_value: 610548598, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142265/; rank: 26, crd: 291648, firm: Wealth Advisors Group, LLC, city: Coralville, state: IA, value: 62577000, base_value: 215907000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291648/; rank: 27, crd: 322974, firm: Vivid Wealth Management, LLC, city: West Des Moines, state: IA, value: 56182395, base_value: 234695653, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322974/; rank: 28, crd: 146322, firm: Des Moines Investments, LLC, city: Des Moines, state: IA, value: 56000000, base_value: 190000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146322/; rank: 29, crd: 310466, firm: LSB Wealth Management, city: Ankeny, state: IA, value: 55764812, base_value: 173002714, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310466/; rank: 30, crd: 313543, firm: TFP Management, LLC, city: Bettendorf, state: IA, value: 55287622, base_value: 217711655, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313543/; rank: 31, crd: 329366, firm: Altitude Capital Management LLC, city: Des Moines, state: IA, value: 54200000, base_value: 49400000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329366/; rank: 32, crd: 169519, firm: Peterson Financial Group, Inc., city: Des Moines, state: IA, value: 51581231, base_value: 247615222, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169519/; rank: 33, crd: 154113, firm: Quad-Cities Investment Group, LLC, city: Davenport, state: IA, value: 49938063, base_value: 375563938, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154113/; rank: 34, crd: 317532, firm: Cedar Point Capital Partners, LLC, city: Cedar Rapids, state: IA, value: 47216673, base_value: 200899768, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317532/; rank: 35, crd: 313185, firm: Wilon Wealth Management, city: Urbandale, state: IA, value: 46702543, base_value: 217434618, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313185/; rank: 36, crd: 307987, firm: Five Talents Financial Management Group LLC, city: West Des Moines, state: IA, value: 45541826, base_value: 210441524, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307987/; rank: 37, crd: 132416, firm: Boyle Capital, city: West Des Moines, state: IA, value: 43694049, base_value: 298260679, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132416/; rank: 38, crd: 146911, firm: Valiant Wealth, LLC, city: West Des Moines, state: IA, value: 40959604, base_value: 382118932, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146911/; rank: 39, crd: 301990, firm: Aegis Wealth Management, Inc., city: Guthrie Center, state: IA, value: 40495198, base_value: 175971164, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301990/; rank: 40, crd: 283698, firm: Arnold and Mote Wealth Management, city: Hiawatha, state: IA, value: 39890749, base_value: 128339847, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283698/; rank: 41, crd: 288301, firm: AO Wealth Advisory, city: Urbandale, state: IA, value: 39038561, base_value: 174164780, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288301/; rank: 42, crd: 217517, firm: Weis Advisory, city: Clive, state: IA, value: 37728997, base_value: 187907311, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/217517/; rank: 43, crd: 115699, firm: Clarity Asset Management, Inc., city: Ames, state: IA, value: 34998372, base_value: 222356689, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115699/; rank: 44, crd: 270022, firm: Midwestern Financial Group, city: Iowa City, state: IA, value: 33555929, base_value: 139287189, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/270022/; rank: 45, crd: 2997, firm: Pecaut Wealth Management, city: Sioux City, state: IA, value: 31228585, base_value: 350524544, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/2997/; rank: 46, crd: 317005, firm: PLAN2THRIVE Financial, city: Eldridge, state: IA, value: 28271646, base_value: 119274500, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317005/; rank: 47, crd: 117546, firm: Forrest Financial Services, city: Windsor Heights, state: IA, value: 27000000, base_value: 127000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117546/; rank: 48, crd: 277091, firm: The Life Group Financial Services, city: Dubuque, state: IA, value: 20506900, base_value: 125694222, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277091/; rank: 49, crd: 115511, firm: Cedar Valley Wealth Advisors, city: Cedar Falls, state: IA, value: 17538000, base_value: 155007165, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115511/; rank: 50, crd: 291481, firm: Acadia Legacy Group, city: Clive, state: IA, value: 16547640, base_value: 116644597, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291481/; rank: 51, crd: 116936, firm: Water Valley Investment Advisors, Inc., city: Sioux Center, state: IA, value: 16075280, base_value: 141151068, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116936/; rank: 52, crd: 226702, firm: Tuve Investment Management, Inc., city: Waterloo, state: IA, value: 14431291, base_value: 133271675, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226702/; rank: 53, crd: 326547, firm: Bridgeway Wealth Management, LLC, city: Cedar Rapids, state: IA, value: 13126759, base_value: 151481945, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326547/; rank: 54, crd: 286435, firm: Iowa Wealth Management, LLC, city: West Des Moines, state: IA, value: 13039849, base_value: 110885859, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286435/; rank: 55, crd: 109228, firm: Syverson Strege, city: West Des Moines, state: IA, value: 10360908, base_value: 900472120, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109228/; rank: 56, crd: 282369, firm: Ballast Capital Advisors, LLC, city: West Des Moines, state: IA, value: 10293878, base_value: 318443752, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282369/; rank: 57, crd: 126653, firm: Capital View Wealth Management, LLC, city: Des Moines, state: IA, value: 2759000, base_value: 126075000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126653/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the biggest asset gains over one year, nationally](https://advisoriq.com/ria/rankings/biggest-asset-gains/)
- [RIA market data for Iowa](https://advisoriq.com/ria/states/iowa/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/biggest-asset-gains/iowa/

License: https://advisoriq.com/license/