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AdvisorIQ

Ranking, Iowa

Fastest-growing wealth firms over five 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 five years, including broker-dealer firms, with 67.0%, from a base of $109.6 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 five years between the SEC snapshots of October 4, 2021 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 67.0% $109.6 million
2 Integrity Alliance, LLC Broker-dealer affiliated Urbandale 41.9% $940.5 million
3 Midwest Heritage Financial Advisors Broker-dealer affiliated West Des Moines 28.8% $112.2 million
4 Matheson & Rock Wealth Management, LLC Davenport 25.5% $170.0 million
5 Merkle Retirement Planning Grimes 25.0% $186.3 million
6 BFC Planning, Inc. Broker-dealer affiliated Cedar Rapids 24.7% $1.3 billion
7 Ausdal Financial Partners, Inc. Broker-dealer affiliated Davenport 22.7% $1.3 billion
8 Peterson Financial Group, Inc. Des Moines 22.3% $109.5 million
9 Nations Financial Group, Inc. Broker-dealer affiliated Cedar Rapids 19.6% $2.0 billion
10 Wealthspan Partners, LLC Davenport 19.4% $185.9 million
11 Beacon Capital, LLC Cedar Rapids 19.3% $115.0 million
12 Valiant Wealth, LLC West Des Moines 17.5% $188.6 million
13 Independent Wealth Network, Inc. Urbandale 16.7% $239.8 million
14 Transamerica Retirement Advisors, LLC Broker-dealer affiliated Cedar Rapids 16.5% $8.8 billion
15 Gilbert & Cook, Inc. West Des Moines 16.4% $793.2 million
16 Kane Company Wealth Management, Inc. Johnston 16.3% $134.1 million
17 AO Wealth Advisory Urbandale 16.2% $100.5 million
18 DMKC Advisory Services, LLC Des Moines 15.7% $435.7 million
19 Cambridge Investment Research Advisors, Inc. Broker-dealer affiliated Fairfield 15.2% $68.5 billion
20 Weitzel Financial Services, Inc. Broker-dealer affiliated Dubuque 15.1% $162.3 million
21 Northwest Wealth Management, LLC Broker-dealer affiliated Spencer 14.0% $535.8 million
22 Nikulski Financial, Inc. Bettendorf 14.0% $233.3 million
23 Mokosak Advisory Group, LLC Urbandale 13.5% $219.7 million
24 Accel Wealth Management Waverly 13.3% $615.1 million
25 Principal Securities, Inc. Broker-dealer affiliated Des Moines 12.8% $9.3 billion
26 Wilon Wealth Management Urbandale 12.7% $145.0 million
27 Wealth Advisors of Iowa, LLC West Des Moines 12.7% $296.8 million
28 Foster Group, Inc. West Des Moines 12.6% $2.6 billion
29 West Financial Advisors, L.L.C. Des Moines 12.4% $375.1 million
30 Compass Financial Services West Des Moines 12.2% $229.7 million
31 FSB Premier Wealth Management, Inc. Broker-dealer affiliated Waterloo 12.0% $244.5 million
32 Basepoint Wealth, LLC Cedar Rapids 12.0% $501.7 million
33 Legacy Financial Group Des Moines 11.2% $591.6 million
34 Legacy Bridge Private Family Offices West Des Moines 10.7% $255.6 million
35 Pecaut Wealth Management Sioux City 10.7% $230.0 million
36 Avantax Planning Partners, Inc. Broker-dealer affiliated Dubuque 10.5% $4.6 billion
37 Dynamic Financial Group Cedar Falls 10.2% $331.9 million
38 RIA Advisory Group, LLC Des Moines 10.1% $351.8 million
39 Quad-Cities Investment Group, LLC Davenport 9.7% $267.3 million
40 Paladin Wealth Partners Clive 9.4% $178.4 million
41 Syverson Strege West Des Moines 9.4% $581.0 million
42 Five Talents Financial Management Group LLC West Des Moines 9.3% $164.0 million
43 TFP Management, LLC Bettendorf 8.6% $180.3 million
44 Rda Financial Network Akron 8.5% $449.7 million
45 Ballast Capital Advisors, LLC West Des Moines 8.3% $220.4 million
46 Steele Capital Management, Inc. Dubuque 7.6% $2.5 billion
47 Water Valley Investment Advisors, Inc. Sioux Center 7.6% $109.2 million
48 Tuve Investment Management, Inc. Waterloo 5.5% $112.8 million
49 Boyle Capital West Des Moines 5.4% $262.9 million
50 Clarity Asset Management, Inc. Ames 5.2% $199.8 million
51 Wealth Advisors Group, LLC Coralville 4.6% $222.4 million
52 Bradford Financial Center Clarion 4.2% $187.4 million
53 Cedar Valley Wealth Advisors Cedar Falls 2.6% $151.4 million
54 Berthel Fisher & Company Financial Services, Inc. Broker-dealer affiliated Cedar Rapids 2.6% $798.1 million

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

More rankings

Fastest growing, 5 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.