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AdvisorIQ

Ranking, Iowa

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Iowa

As of October 2, 2026, Principal Advised Services ranked #1 in Iowa in AdvisorIQ's ranking of wealth firms with the fastest client growth over one year, including broker-dealer firms, with 78.5%, from a base of 22,246.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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.

Rank Firm City Growth Starting value
1 Principal Advised Services Broker-dealer affiliated Des Moines 78.5% 22,246
2 BFC Planning, Inc. Broker-dealer affiliated Cedar Rapids 70.4% 6,720
3 Altitude Capital Management LLC Des Moines 65.4% 295
4 Friday Financial Dubuque 65.1% 175
5 Aegis Wealth Management, Inc. Guthrie Center 52.8% 1,538
6 Ausdal Financial Partners, Inc. Broker-dealer affiliated Davenport 29.8% 13,275
7 Des Moines Investments, LLC Des Moines 27.3% 1,100
8 RIA Advisory Group, LLC Des Moines 23.4% 1,618
9 Merkle Retirement Planning Grimes 17.8% 866
10 Foster Group, Inc. West Des Moines 15.0% 1,834
11 Berthel Fisher & Company Financial Services, Inc. Broker-dealer affiliated Cedar Rapids 13.9% 2,948
12 Nikulski Financial, Inc. Bettendorf 13.9% 418
13 TFP Management, LLC Bettendorf 13.4% 613
14 Wealth Advisors of Iowa, LLC West Des Moines 13.3% 510
15 FSB Premier Wealth Management, Inc. Broker-dealer affiliated Waterloo 12.1% 833
16 DMKC Advisory Services, LLC Des Moines 12.0% 450
17 Valiant Wealth, LLC West Des Moines 10.7% 187
18 Water Valley Investment Advisors, Inc. Sioux Center 10.6% 151
18 Midwest Heritage Financial Advisors Broker-dealer affiliated West Des Moines 10.6% 302
20 Midwestern Financial Group Iowa City 9.4% 128
21 Vivid Wealth Management, LLC West Des Moines 8.8% 399
22 Principal Securities, Inc. Broker-dealer affiliated Des Moines 7.6% 49,876
23 Cambridge Investment Research Advisors, Inc. Broker-dealer affiliated Fairfield 7.4% 400,232
24 Independent Wealth Network, Inc. Urbandale 7.1% 1,375
25 Gilbert & Cook, Inc. West Des Moines 7.1% 851
26 Mokosak Advisory Group, LLC Urbandale 7.0% 458
27 Matheson & Rock Wealth Management, LLC Davenport 6.2% 403
28 Accel Wealth Management Waverly 6.1% 1,302
29 Quad-Cities Investment Group, LLC Davenport 5.5% 584
30 Peterson Financial Group, Inc. Des Moines 5.5% 495
31 Northwest Wealth Management, LLC Broker-dealer affiliated Spencer 5.0% 2,060
32 Weis Advisory Clive 4.7% 684
33 West Financial Advisors, L.L.C. Des Moines 4.1% 293
34 Compass Financial Services West Des Moines 3.9% 1,090
35 Beacon Capital, LLC Cedar Rapids 3.5% 769
36 Nations Financial Group, Inc. Broker-dealer affiliated Cedar Rapids 3.1% 5,401
37 Weitzel Financial Services, Inc. Broker-dealer affiliated Dubuque 3.1% 1,100
38 Basepoint Wealth, LLC Cedar Rapids 2.9% 1,249
39 PLAN2THRIVE Financial Eldridge 2.9% 245
40 Steele Capital Management, Inc. Dubuque 2.7% 1,601
41 Pecaut Wealth Management Sioux City 2.7% 226
42 Kane Company Wealth Management, Inc. Johnston 2.6% 193
43 Wealthspan Partners, LLC Davenport 2.5% 513
44 Wilon Wealth Management Urbandale 2.0% 347
45 Bridgeway Wealth Management, LLC Cedar Rapids 2.0% 251
46 Clarity Asset Management, Inc. Ames 1.1% 274
47 Arnold and Mote Wealth Management Hiawatha 0.6% 156
48 Forrest Financial Services Windsor Heights 0.0% 100
48 AO Wealth Advisory Urbandale 0.0% 311
50 Avantax Planning Partners, Inc. Broker-dealer affiliated Dubuque 0.0% 8,375
51 Transamerica Retirement Advisors, LLC Broker-dealer affiliated Cedar Rapids -0.1% 212,858
52 Boyle Capital West Des Moines -0.2% 425
53 Five Talents Financial Management Group LLC West Des Moines -1.3% 1,053
54 Legacy Financial Group Des Moines -1.4% 1,473
55 Iowa Wealth Management, LLC West Des Moines -3.4% 147
56 Dynamic Financial Group Cedar Falls -3.5% 897
57 LSB Wealth Management Ankeny -5.7% 406
58 Syverson Strege West Des Moines -7.4% 620
59 Bradford Financial Center Clarion -7.4% 767
60 The Life Group Financial Services Dubuque -12.2% 1,432
61 Wealth Advisors Group, LLC Coralville -13.9% 316
62 Integrity Alliance, LLC Broker-dealer affiliated Urbandale -23.1% 14,153
63 Cedar Point Capital Partners, LLC Cedar Rapids -31.3% 438
64 FBL Wealth Management, LLC Broker-dealer affiliated West Des Moines -45.2% 15,060
65 Rda Financial Network Akron -48.0% 2,923
66 Tuve Investment Management, Inc. Waterloo -62.9% 1,409

66 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.