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Ranking, Iowa

Fastest-growing wealth firms over one year, including broker-dealer firms in Iowa

As of October 2, 2026, Integrity Alliance, LLC ranked #1 in Iowa in AdvisorIQ's ranking of fastest-growing wealth firms over one year, including broker-dealer firms, with 124.6%, from a base of $2.4 billion.

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

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 wealth firms over one year, including broker-dealer firms in Iowa
Rank Firm City Growth Starting value
1 Integrity Alliance, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Urbandale 124.6% $2.4 billion
2 Friday Financial Dubuque 94.5% $210.5 million
3 BFC Planning, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Cedar Rapids 89.5% $2.0 billion
4 Ausdal Financial Partners, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Davenport 74.9% $2.1 billion
5 Principal Advised Services Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Des Moines 60.4% $887.3 million
6 Beacon Capital, LLC Cedar Rapids 57.9% $176.2 million
7 Cambridge Investment Research Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Fairfield 35.4% $102.4 billion
8 DMKC Advisory Services, LLC Des Moines 35.0% $668.7 million
9 Foster Group, Inc. West Des Moines 34.8% $3.5 billion
10 Merkle Retirement Planning Grimes 32.7% $428.5 million
11 LSB Wealth Management Ankeny 32.2% $173.0 million
12 Arnold and Mote Wealth Management Hiawatha 31.1% $128.3 million
13 Paladin Wealth Partners Clive 31.0% $213.6 million
14 Legacy Bridge Private Family Offices West Des Moines 30.6% $325.9 million
15 Des Moines Investments, LLC Des Moines 29.5% $190.0 million
16 Kane Company Wealth Management, Inc. Johnston 29.4% $220.0 million
17 Wealth Advisors Group, LLC Coralville 29.0% $215.9 million
18 Midwest Heritage Financial Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. West Des Moines 26.9% $314.2 million
19 TFP Management, LLC Bettendorf 25.4% $217.7 million
20 Gilbert & Cook, Inc. West Des Moines 24.7% $1.4 billion
21 FSB Premier Wealth Management, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Waterloo 24.5% $346.7 million
22 RIA Advisory Group, LLC Des Moines 24.5% $456.5 million
23 Midwestern Financial Group Iowa City 24.1% $139.3 million
24 Vivid Wealth Management, LLC West Des Moines 23.9% $234.7 million
25 PLAN2THRIVE Financial Eldridge 23.7% $119.3 million
26 Cedar Point Capital Partners, LLC Cedar Rapids 23.5% $200.9 million
27 Nations Financial Group, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Cedar Rapids 23.4% $3.9 billion
28 Aegis Wealth Management, Inc. Guthrie Center 23.0% $176.0 million
29 Independent Wealth Network, Inc. Urbandale 22.7% $422.6 million
30 AO Wealth Advisory Urbandale 22.4% $174.2 million
31 Compass Financial Services West Des Moines 22.1% $333.7 million
32 Matheson & Rock Wealth Management, LLC Davenport 21.8% $435.0 million
33 Five Talents Financial Management Group LLC West Des Moines 21.6% $210.4 million
34 Wilon Wealth Management Urbandale 21.5% $217.4 million
35 Forrest Financial Services Windsor Heights 21.3% $127.0 million
36 Nikulski Financial, Inc. Bettendorf 21.2% $370.5 million
37 Peterson Financial Group, Inc. Des Moines 20.8% $247.6 million
38 Weis Advisory Clive 20.1% $187.9 million
39 Legacy Financial Group Des Moines 19.9% $840.4 million
40 Mokosak Advisory Group, LLC Urbandale 19.9% $345.3 million
41 Weitzel Financial Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Dubuque 19.5% $274.3 million
42 Northwest Wealth Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Spencer 19.2% $865.2 million
43 Wealthspan Partners, LLC Davenport 19.1% $378.8 million
44 Wealth Advisors of Iowa, LLC West Des Moines 19.1% $453.1 million
45 Accel Wealth Management Waverly 17.8% $974.0 million
46 Steele Capital Management, Inc. Dubuque 17.0% $3.0 billion
47 Rda Financial Network Akron 16.7% $578.7 million
48 Transamerica Retirement Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Cedar Rapids 16.5% $16.2 billion
49 The Life Group Financial Services Dubuque 16.3% $125.7 million
50 Clarity Asset Management, Inc. Ames 15.7% $222.4 million
51 Principal Securities, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Des Moines 14.8% $14.8 billion
52 Boyle Capital West Des Moines 14.6% $298.3 million
53 Acadia Legacy Group Clive 14.2% $116.6 million
54 Basepoint Wealth, LLC Cedar Rapids 13.9% $776.2 million
55 Dynamic Financial Group Cedar Falls 13.7% $474.5 million
56 Berthel Fisher & Company Financial Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Cedar Rapids 13.6% $798.1 million
57 Quad-Cities Investment Group, LLC Davenport 13.3% $375.6 million
58 Iowa Wealth Management, LLC West Des Moines 11.8% $110.9 million
59 Water Valley Investment Advisors, Inc. Sioux Center 11.4% $141.2 million
60 Cedar Valley Wealth Advisors Cedar Falls 11.3% $155.0 million
61 Tuve Investment Management, Inc. Waterloo 10.8% $133.3 million
62 Valiant Wealth, LLC West Des Moines 10.7% $382.1 million
63 West Financial Advisors, L.L.C. Des Moines 10.4% $610.5 million
64 Avantax Planning Partners, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Dubuque 9.2% $6.9 billion
65 Pecaut Wealth Management Sioux City 8.9% $350.5 million
66 Bridgeway Wealth Management, LLC Cedar Rapids 8.7% $151.5 million
67 Ballast Capital Advisors, LLC West Des Moines 3.2% $318.4 million
68 Capital View Wealth Management, LLC Des Moines 2.2% $126.1 million
69 Syverson Strege West Des Moines 1.2% $900.5 million
70 Bradford Financial Center Clarion -1.1% $232.3 million

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

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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.