# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/client-growth/iowa/

## Facts

- ranking: Independent RIAs with the fastest client growth over one year
- how_it_is_computed: 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.
- unit: pct
- scope: Iowa
- firms_listed: 51
- rows: rank: 1, crd: 329366, firm: Altitude Capital Management LLC, city: Des Moines, state: IA, value: 0.654237288135593, base_value: 295, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329366/; rank: 2, crd: 329748, firm: Friday Financial, city: Dubuque, state: IA, value: 0.651428571428571, base_value: 175, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329748/; rank: 3, crd: 301990, firm: Aegis Wealth Management, Inc., city: Guthrie Center, state: IA, value: 0.527958387516255, base_value: 1538, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301990/; rank: 4, crd: 146322, firm: Des Moines Investments, LLC, city: Des Moines, state: IA, value: 0.272727272727273, base_value: 1100, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146322/; rank: 5, crd: 152566, firm: RIA Advisory Group, LLC, city: Des Moines, state: IA, value: 0.233621755253399, base_value: 1618, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152566/; rank: 6, crd: 297942, firm: Merkle Retirement Planning, city: Grimes, state: IA, value: 0.177829099307159, base_value: 866, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297942/; rank: 7, crd: 107148, firm: Foster Group, Inc., city: West Des Moines, state: IA, value: 0.150490730643402, base_value: 1834, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107148/; rank: 8, crd: 151569, firm: Nikulski Financial, Inc., city: Bettendorf, state: IA, value: 0.138755980861244, base_value: 418, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151569/; rank: 9, crd: 313543, firm: TFP Management, LLC, city: Bettendorf, state: IA, value: 0.133768352365416, base_value: 613, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313543/; rank: 10, crd: 115088, firm: Wealth Advisors of Iowa, LLC, city: West Des Moines, state: IA, value: 0.133333333333333, base_value: 510, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115088/; rank: 11, crd: 145112, firm: DMKC Advisory Services, LLC, city: Des Moines, state: IA, value: 0.12, base_value: 450, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145112/; rank: 12, crd: 146911, firm: Valiant Wealth, LLC, city: West Des Moines, state: IA, value: 0.106951871657754, base_value: 187, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146911/; rank: 13, crd: 116936, firm: Water Valley Investment Advisors, Inc., city: Sioux Center, state: IA, value: 0.105960264900662, base_value: 151, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116936/; rank: 14, crd: 270022, firm: Midwestern Financial Group, city: Iowa City, state: IA, value: 0.09375, base_value: 128, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/270022/; rank: 15, crd: 322974, firm: Vivid Wealth Management, LLC, city: West Des Moines, state: IA, value: 0.0877192982456141, base_value: 399, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322974/; rank: 16, crd: 286262, firm: Independent Wealth Network, Inc., city: Urbandale, state: IA, value: 0.0705454545454545, base_value: 1375, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286262/; rank: 17, crd: 283112, firm: Gilbert & Cook, Inc., city: West Des Moines, state: IA, value: 0.0705052878965922, base_value: 851, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283112/; rank: 18, crd: 287538, firm: Mokosak Advisory Group, LLC, city: Urbandale, state: IA, value: 0.0698689956331877, base_value: 458, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287538/; rank: 19, crd: 289603, firm: Matheson & Rock Wealth Management, LLC, city: Davenport, state: IA, value: 0.0620347394540943, base_value: 403, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289603/; rank: 20, crd: 286201, firm: Accel Wealth Management, city: Waverly, state: IA, value: 0.0606758832565284, base_value: 1302, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286201/; rank: 21, crd: 154113, firm: Quad-Cities Investment Group, LLC, city: Davenport, state: IA, value: 0.0547945205479452, base_value: 584, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154113/; rank: 22, crd: 169519, firm: Peterson Financial Group, Inc., city: Des Moines, state: IA, value: 0.0545454545454545, base_value: 495, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169519/; rank: 23, crd: 217517, firm: Weis Advisory, city: Clive, state: IA, value: 0.0467836257309941, base_value: 684, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/217517/; rank: 24, crd: 142265, firm: West Financial Advisors, L.L.C., city: Des Moines, state: IA, value: 0.0409556313993173, base_value: 293, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142265/; rank: 25, crd: 109441, firm: Compass Financial Services, city: West Des Moines, state: IA, value: 0.0394495412844036, base_value: 1090, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109441/; rank: 26, crd: 286316, firm: Beacon Capital, LLC, city: Cedar Rapids, state: IA, value: 0.0351105331599479, base_value: 769, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286316/; rank: 27, crd: 289538, firm: Basepoint Wealth, LLC, city: Cedar Rapids, state: IA, value: 0.0288230584467575, base_value: 1249, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289538/; rank: 28, crd: 317005, firm: PLAN2THRIVE Financial, city: Eldridge, state: IA, value: 0.0285714285714285, base_value: 245, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317005/; rank: 29, crd: 107097, firm: Steele Capital Management, Inc., city: Dubuque, state: IA, value: 0.0268582136164897, base_value: 1601, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107097/; rank: 30, crd: 2997, firm: Pecaut Wealth Management, city: Sioux City, state: IA, value: 0.0265486725663717, base_value: 226, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/2997/; rank: 31, crd: 115756, firm: Kane Company Wealth Management, Inc., city: Johnston, state: IA, value: 0.0259067357512954, base_value: 193, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115756/; rank: 32, crd: 297712, firm: Wealthspan Partners, LLC, city: Davenport, state: IA, value: 0.0253411306042886, base_value: 513, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297712/; rank: 33, crd: 313185, firm: Wilon Wealth Management, city: Urbandale, state: IA, value: 0.0201729106628241, base_value: 347, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313185/; rank: 34, crd: 326547, firm: Bridgeway Wealth Management, LLC, city: Cedar Rapids, state: IA, value: 0.0199203187250996, base_value: 251, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326547/; rank: 35, crd: 115699, firm: Clarity Asset Management, Inc., city: Ames, state: IA, value: 0.0109489051094891, base_value: 274, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115699/; rank: 36, crd: 283698, firm: Arnold and Mote Wealth Management, city: Hiawatha, state: IA, value: 0.00641025641025639, base_value: 156, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283698/; rank: 37, crd: 117546, firm: Forrest Financial Services, city: Windsor Heights, state: IA, value: 0, base_value: 100, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117546/; rank: 37, crd: 288301, firm: AO Wealth Advisory, city: Urbandale, state: IA, value: 0, base_value: 311, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288301/; rank: 39, crd: 132416, firm: Boyle Capital, city: West Des Moines, state: IA, value: -0.00235294117647056, base_value: 425, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132416/; rank: 40, crd: 307987, firm: Five Talents Financial Management Group LLC, city: West Des Moines, state: IA, value: -0.0132953466286799, base_value: 1053, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307987/; rank: 41, crd: 154927, firm: Legacy Financial Group, city: Des Moines, state: IA, value: -0.0142566191446029, base_value: 1473, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154927/; rank: 42, crd: 286435, firm: Iowa Wealth Management, LLC, city: West Des Moines, state: IA, value: -0.0340136054421769, base_value: 147, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286435/; rank: 43, crd: 288763, firm: Dynamic Financial Group, city: Cedar Falls, state: IA, value: -0.0345596432552955, base_value: 897, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288763/; rank: 44, crd: 310466, firm: LSB Wealth Management, city: Ankeny, state: IA, value: -0.0566502463054187, base_value: 406, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310466/; rank: 45, crd: 109228, firm: Syverson Strege, city: West Des Moines, state: IA, value: -0.0741935483870968, base_value: 620, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109228/; rank: 46, crd: 110953, firm: Bradford Financial Center, city: Clarion, state: IA, value: -0.0743155149934811, base_value: 767, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110953/; rank: 47, crd: 277091, firm: The Life Group Financial Services, city: Dubuque, state: IA, value: -0.121508379888268, base_value: 1432, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277091/; rank: 48, crd: 291648, firm: Wealth Advisors Group, LLC, city: Coralville, state: IA, value: -0.139240506329114, base_value: 316, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291648/; rank: 49, crd: 317532, firm: Cedar Point Capital Partners, LLC, city: Cedar Rapids, state: IA, value: -0.312785388127854, base_value: 438, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317532/; rank: 50, crd: 147309, firm: Rda Financial Network, city: Akron, state: IA, value: -0.479644201163189, base_value: 2923, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147309/; rank: 51, crd: 226702, firm: Tuve Investment Management, Inc., city: Waterloo, state: IA, value: -0.628814762242725, base_value: 1409, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226702/

## 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 fastest client growth over one year, nationally](https://advisoriq.com/ria/rankings/client-growth/)
- [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/client-growth/iowa/

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