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.
| 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.
More rankings
- Fastest-growing wealth firms over one year, including broker-dealer firms, nationally
- RIA market data for Iowa
- Largest wealth firms by assets under management, including broker-dealer firms in Iowa
- Fastest-growing wealth firms over three years, including broker-dealer firms in Iowa
- Fastest-growing wealth firms over five years, including broker-dealer firms in Iowa
- Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Iowa
- Wealth firms with the most clients, including broker-dealer firms in Iowa
- Wealth firms with the fastest client growth over one year, including broker-dealer firms in Iowa
- Wealth firms with the most accounts, including broker-dealer firms in Iowa
- Wealth firms with the most advisory staff, including broker-dealer firms in Iowa
- Wealth firms with the most high net worth clients, including broker-dealer firms in Iowa
- Wealth firms with the most CFP professionals, including broker-dealer firms in Iowa
- Newest wealth firms, including broker-dealer firms in Iowa
Fastest growing by state
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- District of Columbia
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Puerto Rico
- U.S. Virgin Islands
- Guam
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.