# Fastest-growing independent RIAs over five years in Iowa

As of October 2, 2026, Matheson & Rock Wealth Management, LLC ranked #1 in Iowa in AdvisorIQ's ranking of fastest-growing independent RIAs over five years, with 25.5%, from a base of $170.0 million.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/fastest-growing-5-year/iowa/

## Facts

- ranking: Fastest-growing independent RIAs over five years
- how_it_is_computed: 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.
- unit: pct
- scope: Iowa
- firms_listed: 40
- rows: rank: 1, crd: 289603, firm: Matheson & Rock Wealth Management, LLC, city: Davenport, state: IA, value: 0.255351626601139, base_value: 170000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289603/; rank: 2, crd: 297942, firm: Merkle Retirement Planning, city: Grimes, state: IA, value: 0.25011482233475, base_value: 186307676, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297942/; rank: 3, crd: 169519, firm: Peterson Financial Group, Inc., city: Des Moines, state: IA, value: 0.222688629292214, base_value: 109490660, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169519/; rank: 4, crd: 297712, firm: Wealthspan Partners, LLC, city: Davenport, state: IA, value: 0.194033092099887, base_value: 185870173, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297712/; rank: 5, crd: 286316, firm: Beacon Capital, LLC, city: Cedar Rapids, state: IA, value: 0.193299413306584, base_value: 115016835, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286316/; rank: 6, crd: 146911, firm: Valiant Wealth, LLC, city: West Des Moines, state: IA, value: 0.175330064860366, base_value: 188634778, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146911/; rank: 7, crd: 286262, firm: Independent Wealth Network, Inc., city: Urbandale, state: IA, value: 0.16666849046031, base_value: 239833955, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286262/; rank: 8, crd: 283112, firm: Gilbert & Cook, Inc., city: West Des Moines, state: IA, value: 0.164448016466827, base_value: 793173930, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283112/; rank: 9, crd: 115756, firm: Kane Company Wealth Management, Inc., city: Johnston, state: IA, value: 0.162519946488252, base_value: 134109582, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115756/; rank: 10, crd: 288301, firm: AO Wealth Advisory, city: Urbandale, state: IA, value: 0.162323506537563, base_value: 100498343, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288301/; rank: 11, crd: 145112, firm: DMKC Advisory Services, LLC, city: Des Moines, state: IA, value: 0.156809656177504, base_value: 435650049, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145112/; rank: 12, crd: 151569, firm: Nikulski Financial, Inc., city: Bettendorf, state: IA, value: 0.139887560697737, base_value: 233300000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151569/; rank: 13, crd: 287538, firm: Mokosak Advisory Group, LLC, city: Urbandale, state: IA, value: 0.135078541141933, base_value: 219677632, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287538/; rank: 14, crd: 286201, firm: Accel Wealth Management, city: Waverly, state: IA, value: 0.132885642360715, base_value: 615060673, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286201/; rank: 15, crd: 313185, firm: Wilon Wealth Management, city: Urbandale, state: IA, value: 0.127440673155888, base_value: 144997667, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313185/; rank: 16, crd: 115088, firm: Wealth Advisors of Iowa, LLC, city: West Des Moines, state: IA, value: 0.126956640713435, base_value: 296750707, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115088/; rank: 17, crd: 107148, firm: Foster Group, Inc., city: West Des Moines, state: IA, value: 0.125916002965336, base_value: 2639308984, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107148/; rank: 18, crd: 142265, firm: West Financial Advisors, L.L.C., city: Des Moines, state: IA, value: 0.12441505357958, base_value: 375100000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142265/; rank: 19, crd: 109441, firm: Compass Financial Services, city: West Des Moines, state: IA, value: 0.121505830339961, base_value: 229650000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109441/; rank: 20, crd: 289538, firm: Basepoint Wealth, LLC, city: Cedar Rapids, state: IA, value: 0.119919114711818, base_value: 501692775, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289538/; rank: 21, crd: 154927, firm: Legacy Financial Group, city: Des Moines, state: IA, value: 0.112362020189888, base_value: 591624180, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154927/; rank: 22, crd: 282261, firm: Legacy Bridge Private Family Offices, city: West Des Moines, state: IA, value: 0.107432118444568, base_value: 255607684, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282261/; rank: 23, crd: 2997, firm: Pecaut Wealth Management, city: Sioux City, state: IA, value: 0.106678458552741, base_value: 229972191, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/2997/; rank: 24, crd: 288763, firm: Dynamic Financial Group, city: Cedar Falls, state: IA, value: 0.102094689770144, base_value: 331851500, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288763/; rank: 25, crd: 152566, firm: RIA Advisory Group, LLC, city: Des Moines, state: IA, value: 0.100672961106333, base_value: 351841254, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152566/; rank: 26, crd: 154113, firm: Quad-Cities Investment Group, LLC, city: Davenport, state: IA, value: 0.0974296470138751, base_value: 267311821, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154113/; rank: 27, crd: 285303, firm: Paladin Wealth Partners, city: Clive, state: IA, value: 0.0941249642524828, base_value: 178436078, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285303/; rank: 28, crd: 109228, firm: Syverson Strege, city: West Des Moines, state: IA, value: 0.0940906466604619, base_value: 580994798, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109228/; rank: 29, crd: 307987, firm: Five Talents Financial Management Group LLC, city: West Des Moines, state: IA, value: 0.0930906170986858, base_value: 164032871, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307987/; rank: 30, crd: 313543, firm: TFP Management, LLC, city: Bettendorf, state: IA, value: 0.086496509044554, base_value: 180310003, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313543/; rank: 31, crd: 147309, firm: Rda Financial Network, city: Akron, state: IA, value: 0.0846689859004432, base_value: 449699175, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147309/; rank: 32, crd: 282369, firm: Ballast Capital Advisors, LLC, city: West Des Moines, state: IA, value: 0.0832802338508138, base_value: 220366374, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282369/; rank: 33, crd: 107097, firm: Steele Capital Management, Inc., city: Dubuque, state: IA, value: 0.0760717070072883, base_value: 2458650101, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107097/; rank: 34, crd: 116936, firm: Water Valley Investment Advisors, Inc., city: Sioux Center, state: IA, value: 0.075601000926047, base_value: 109211743, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116936/; rank: 35, crd: 226702, firm: Tuve Investment Management, Inc., city: Waterloo, state: IA, value: 0.0553599306869486, base_value: 112820030, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226702/; rank: 36, crd: 132416, firm: Boyle Capital, city: West Des Moines, state: IA, value: 0.0539539015817869, base_value: 262942346, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132416/; rank: 37, crd: 115699, firm: Clarity Asset Management, Inc., city: Ames, state: IA, value: 0.0519730072598532, base_value: 199760553, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115699/; rank: 38, crd: 291648, firm: Wealth Advisors Group, LLC, city: Coralville, state: IA, value: 0.0460206317109875, base_value: 222381674, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291648/; rank: 39, crd: 110953, firm: Bradford Financial Center, city: Clarion, state: IA, value: 0.0415738763735389, base_value: 187382213, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110953/; rank: 40, crd: 115511, firm: Cedar Valley Wealth Advisors, city: Cedar Falls, state: IA, value: 0.0264867267586077, base_value: 151403566, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115511/

## 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

- [Fastest-growing independent RIAs over five years, nationally](https://advisoriq.com/ria/rankings/fastest-growing-5-year/)
- [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/fastest-growing-5-year/iowa/

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