Ranking, Iowa

Independent RIAs with the fastest client growth over one year in Iowa

As of October 2, 2026, Altitude Capital Management LLC ranked #1 in Iowa in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 65.4%, from a base of 295.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 fastest client growth over one year in Iowa
Rank	Firm	City	Growth	Starting value
1	Altitude Capital Management LLC	Des Moines	65.4%	295
2	Friday Financial	Dubuque	65.1%	175
3	Aegis Wealth Management, Inc.	Guthrie Center	52.8%	1,538
4	Des Moines Investments, LLC	Des Moines	27.3%	1,100
5	RIA Advisory Group, LLC	Des Moines	23.4%	1,618
6	Merkle Retirement Planning	Grimes	17.8%	866
7	Foster Group, Inc.	West Des Moines	15.0%	1,834
8	Nikulski Financial, Inc.	Bettendorf	13.9%	418
9	TFP Management, LLC	Bettendorf	13.4%	613
10	Wealth Advisors of Iowa, LLC	West Des Moines	13.3%	510
11	DMKC Advisory Services, LLC	Des Moines	12.0%	450
12	Valiant Wealth, LLC	West Des Moines	10.7%	187
13	Water Valley Investment Advisors, Inc.	Sioux Center	10.6%	151
14	Midwestern Financial Group	Iowa City	9.4%	128
15	Vivid Wealth Management, LLC	West Des Moines	8.8%	399
16	Independent Wealth Network, Inc.	Urbandale	7.1%	1,375
17	Gilbert & Cook, Inc.	West Des Moines	7.1%	851
18	Mokosak Advisory Group, LLC	Urbandale	7.0%	458
19	Matheson & Rock Wealth Management, LLC	Davenport	6.2%	403
20	Accel Wealth Management	Waverly	6.1%	1,302
21	Quad-Cities Investment Group, LLC	Davenport	5.5%	584
22	Peterson Financial Group, Inc.	Des Moines	5.5%	495
23	Weis Advisory	Clive	4.7%	684
24	West Financial Advisors, L.L.C.	Des Moines	4.1%	293
25	Compass Financial Services	West Des Moines	3.9%	1,090
26	Beacon Capital, LLC	Cedar Rapids	3.5%	769
27	Basepoint Wealth, LLC	Cedar Rapids	2.9%	1,249
28	PLAN2THRIVE Financial	Eldridge	2.9%	245
29	Steele Capital Management, Inc.	Dubuque	2.7%	1,601
30	Pecaut Wealth Management	Sioux City	2.7%	226
31	Kane Company Wealth Management, Inc.	Johnston	2.6%	193
32	Wealthspan Partners, LLC	Davenport	2.5%	513
33	Wilon Wealth Management	Urbandale	2.0%	347
34	Bridgeway Wealth Management, LLC	Cedar Rapids	2.0%	251
35	Clarity Asset Management, Inc.	Ames	1.1%	274
36	Arnold and Mote Wealth Management	Hiawatha	0.6%	156
37	Forrest Financial Services	Windsor Heights	0.0%	100
37	AO Wealth Advisory	Urbandale	0.0%	311
39	Boyle Capital	West Des Moines	-0.2%	425
40	Five Talents Financial Management Group LLC	West Des Moines	-1.3%	1,053
41	Legacy Financial Group	Des Moines	-1.4%	1,473
42	Iowa Wealth Management, LLC	West Des Moines	-3.4%	147
43	Dynamic Financial Group	Cedar Falls	-3.5%	897
44	LSB Wealth Management	Ankeny	-5.7%	406
45	Syverson Strege	West Des Moines	-7.4%	620
46	Bradford Financial Center	Clarion	-7.4%	767
47	The Life Group Financial Services	Dubuque	-12.2%	1,432
48	Wealth Advisors Group, LLC	Coralville	-13.9%	316
49	Cedar Point Capital Partners, LLC	Cedar Rapids	-31.3%	438
50	Rda Financial Network	Akron	-48.0%	2,923
51	Tuve Investment Management, Inc.	Waterloo	-62.9%	1,409

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

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Client growth 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.