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Ranking, Iowa

Fastest-growing independent RIAs over three years in Iowa

As of October 2, 2026, Vivid Wealth Management, LLC ranked #1 in Iowa in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 32.0%, from a base of $126.3 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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.

Fastest-growing independent RIAs over three years in Iowa
Rank Firm City Growth Starting value
1 Vivid Wealth Management, LLC West Des Moines 32.0% $126.3 million
2 Merkle Retirement Planning Grimes 29.7% $260.6 million
3 Beacon Capital, LLC Cedar Rapids 28.1% $132.3 million
4 Peterson Financial Group, Inc. Des Moines 26.3% $148.5 million
5 Wealthspan Partners, LLC Davenport 26.2% $224.5 million
6 Wealth Advisors Group, LLC Coralville 24.8% $143.3 million
7 DMKC Advisory Services, LLC Des Moines 23.7% $476.8 million
8 Mokosak Advisory Group, LLC Urbandale 21.9% $228.3 million
9 Nikulski Financial, Inc. Bettendorf 21.2% $252.1 million
10 Independent Wealth Network, Inc. Urbandale 21.0% $292.8 million
11 Cedar Point Capital Partners, LLC Cedar Rapids 20.9% $140.4 million
12 Des Moines Investments, LLC Des Moines 20.7% $140.0 million
13 AO Wealth Advisory Urbandale 20.6% $121.4 million
14 Gilbert & Cook, Inc. West Des Moines 20.4% $973.6 million
15 Kane Company Wealth Management, Inc. Johnston 19.8% $165.5 million
16 Valiant Wealth, LLC West Des Moines 19.2% $250.1 million
17 Legacy Financial Group Des Moines 18.6% $604.6 million
18 RIA Advisory Group, LLC Des Moines 18.0% $345.7 million
19 Wilon Wealth Management Urbandale 17.9% $161.3 million
20 Paladin Wealth Partners Clive 17.3% $173.4 million
21 West Financial Advisors, L.L.C. Des Moines 17.2% $418.8 million
22 Aegis Wealth Management, Inc. Guthrie Center 17.0% $135.0 million
23 TFP Management, LLC Bettendorf 17.0% $170.5 million
24 Compass Financial Services West Des Moines 17.0% $254.5 million
25 Basepoint Wealth, LLC Cedar Rapids 16.3% $562.0 million
26 Weis Advisory Clive 16.2% $143.7 million
27 Matheson & Rock Wealth Management, LLC Davenport 15.9% $340.0 million
28 Wealth Advisors of Iowa, LLC West Des Moines 15.9% $346.2 million
29 Five Talents Financial Management Group LLC West Des Moines 15.9% $164.5 million
30 Foster Group, Inc. West Des Moines 15.7% $3.1 billion
31 Rda Financial Network Akron 15.4% $439.2 million
32 Steele Capital Management, Inc. Dubuque 15.0% $2.3 billion
33 Dynamic Financial Group Cedar Falls 14.6% $358.6 million
34 Legacy Bridge Private Family Offices West Des Moines 13.3% $292.6 million
35 Quad-Cities Investment Group, LLC Davenport 13.2% $293.0 million
36 Boyle Capital West Des Moines 12.8% $238.1 million
37 Pecaut Wealth Management Sioux City 12.4% $268.8 million
38 Accel Wealth Management Waverly 11.7% $823.3 million
39 Syverson Strege West Des Moines 11.0% $665.7 million
40 Clarity Asset Management, Inc. Ames 10.5% $191.0 million
41 Tuve Investment Management, Inc. Waterloo 10.1% $110.8 million
42 Capital View Wealth Management, LLC Des Moines 8.7% $100.4 million
43 Acadia Legacy Group Clive 8.4% $104.6 million
44 Bradford Financial Center Clarion 7.1% $186.9 million
45 Ballast Capital Advisors, LLC West Des Moines 6.3% $273.9 million
46 Cedar Valley Wealth Advisors Cedar Falls 6.0% $144.8 million
47 Iowa Wealth Management, LLC West Des Moines 5.4% $105.8 million
48 LSB Wealth Management Ankeny 0.5% $225.4 million

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

More rankings

Fastest growing, 3 years 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.