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AdvisorIQ

Ranking, Iowa

Fastest-growing wealth firms over three years, including broker-dealer firms in Iowa

As of October 2, 2026, Principal Advised Services ranked #1 in Iowa in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 59.2%, from a base of $352.6 million.

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

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.

Rank Firm City Growth Starting value
1 Principal Advised Services Broker-dealer affiliated Des Moines 59.2% $352.6 million
2 Integrity Alliance, LLC Broker-dealer affiliated Urbandale 58.5% $1.4 billion
3 Ausdal Financial Partners, Inc. Broker-dealer affiliated Davenport 38.2% $1.4 billion
4 BFC Planning, Inc. Broker-dealer affiliated Cedar Rapids 37.5% $1.5 billion
5 Vivid Wealth Management, LLC West Des Moines 32.0% $126.3 million
6 Berthel Fisher & Company Financial Services, Inc. Broker-dealer affiliated Cedar Rapids 31.8% $395.9 million
7 Midwest Heritage Financial Advisors Broker-dealer affiliated West Des Moines 31.1% $176.8 million
8 Merkle Retirement Planning Grimes 29.7% $260.6 million
9 Beacon Capital, LLC Cedar Rapids 28.1% $132.3 million
10 Peterson Financial Group, Inc. Des Moines 26.3% $148.5 million
11 Wealthspan Partners, LLC Davenport 26.2% $224.5 million
12 Wealth Advisors Group, LLC Coralville 24.8% $143.3 million
13 DMKC Advisory Services, LLC Des Moines 23.7% $476.8 million
14 Transamerica Retirement Advisors, LLC Broker-dealer affiliated Cedar Rapids 22.1% $10.4 billion
15 Mokosak Advisory Group, LLC Urbandale 21.9% $228.3 million
16 Principal Securities, Inc. Broker-dealer affiliated Des Moines 21.8% $9.4 billion
17 FSB Premier Wealth Management, Inc. Broker-dealer affiliated Waterloo 21.4% $241.2 million
18 Nikulski Financial, Inc. Bettendorf 21.2% $252.1 million
19 Independent Wealth Network, Inc. Urbandale 21.0% $292.8 million
20 Cedar Point Capital Partners, LLC Cedar Rapids 20.9% $140.4 million
21 Des Moines Investments, LLC Des Moines 20.7% $140.0 million
22 AO Wealth Advisory Urbandale 20.6% $121.4 million
23 Gilbert & Cook, Inc. West Des Moines 20.4% $973.6 million
24 Kane Company Wealth Management, Inc. Johnston 19.8% $165.5 million
25 Northwest Wealth Management, LLC Broker-dealer affiliated Spencer 19.4% $605.4 million
26 Valiant Wealth, LLC West Des Moines 19.2% $250.1 million
27 Cambridge Investment Research Advisors, Inc. Broker-dealer affiliated Fairfield 18.9% $82.4 billion
28 Legacy Financial Group Des Moines 18.6% $604.6 million
29 Weitzel Financial Services, Inc. Broker-dealer affiliated Dubuque 18.1% $199.1 million
30 RIA Advisory Group, LLC Des Moines 18.0% $345.7 million
31 Wilon Wealth Management Urbandale 17.9% $161.3 million
32 Paladin Wealth Partners Clive 17.3% $173.4 million
33 West Financial Advisors, L.L.C. Des Moines 17.2% $418.8 million
34 Aegis Wealth Management, Inc. Guthrie Center 17.0% $135.0 million
35 TFP Management, LLC Bettendorf 17.0% $170.5 million
36 Compass Financial Services West Des Moines 17.0% $254.5 million
37 Nations Financial Group, Inc. Broker-dealer affiliated Cedar Rapids 16.6% $3.0 billion
38 Basepoint Wealth, LLC Cedar Rapids 16.3% $562.0 million
39 Weis Advisory Clive 16.2% $143.7 million
40 Matheson & Rock Wealth Management, LLC Davenport 15.9% $340.0 million
41 Wealth Advisors of Iowa, LLC West Des Moines 15.9% $346.2 million
42 Five Talents Financial Management Group LLC West Des Moines 15.9% $164.5 million
43 Foster Group, Inc. West Des Moines 15.7% $3.1 billion
44 Rda Financial Network Akron 15.4% $439.2 million
45 Steele Capital Management, Inc. Dubuque 15.0% $2.3 billion
46 Dynamic Financial Group Cedar Falls 14.6% $358.6 million
47 Legacy Bridge Private Family Offices West Des Moines 13.3% $292.6 million
48 Quad-Cities Investment Group, LLC Davenport 13.2% $293.0 million
49 Boyle Capital West Des Moines 12.8% $238.1 million
50 Pecaut Wealth Management Sioux City 12.4% $268.8 million
51 Accel Wealth Management Waverly 11.7% $823.3 million
52 Avantax Planning Partners, Inc. Broker-dealer affiliated Dubuque 11.5% $5.5 billion
53 Syverson Strege West Des Moines 11.0% $665.7 million
54 Clarity Asset Management, Inc. Ames 10.5% $191.0 million
55 Tuve Investment Management, Inc. Waterloo 10.1% $110.8 million
56 Capital View Wealth Management, LLC Des Moines 8.7% $100.4 million
57 Acadia Legacy Group Clive 8.4% $104.6 million
58 Bradford Financial Center Clarion 7.1% $186.9 million
59 Ballast Capital Advisors, LLC West Des Moines 6.3% $273.9 million
60 Cedar Valley Wealth Advisors Cedar Falls 6.0% $144.8 million
61 Iowa Wealth Management, LLC West Des Moines 5.4% $105.8 million
62 LSB Wealth Management Ankeny 0.5% $225.4 million

62 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.