# Fastest-growing independent RIAs over one year in Iowa

As of October 2, 2026, Friday Financial ranked #1 in Iowa in AdvisorIQ's ranking of fastest-growing independent RIAs over one year, with 94.5%, from a base of $210.5 million.

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

## Facts

- ranking: Fastest-growing independent RIAs over one year
- how_it_is_computed: 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.
- unit: pct
- scope: Iowa
- firms_listed: 56
- rows: rank: 1, crd: 329748, firm: Friday Financial, city: Dubuque, state: IA, value: 0.944501034988196, base_value: 210503367, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329748/; rank: 2, crd: 286316, firm: Beacon Capital, LLC, city: Cedar Rapids, state: IA, value: 0.579100796117624, base_value: 176237651, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286316/; rank: 3, crd: 145112, firm: DMKC Advisory Services, LLC, city: Des Moines, state: IA, value: 0.34967344705739, base_value: 668680393, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145112/; rank: 4, crd: 107148, firm: Foster Group, Inc., city: West Des Moines, state: IA, value: 0.347873918578359, base_value: 3542998153, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107148/; rank: 5, crd: 297942, firm: Merkle Retirement Planning, city: Grimes, state: IA, value: 0.327336443133577, base_value: 428547783, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297942/; rank: 6, crd: 310466, firm: LSB Wealth Management, city: Ankeny, state: IA, value: 0.322334897012078, base_value: 173002714, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310466/; rank: 7, crd: 283698, firm: Arnold and Mote Wealth Management, city: Hiawatha, state: IA, value: 0.310821229200936, base_value: 128339847, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283698/; rank: 8, crd: 285303, firm: Paladin Wealth Partners, city: Clive, state: IA, value: 0.310023999231611, base_value: 213568921, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285303/; rank: 9, crd: 282261, firm: Legacy Bridge Private Family Offices, city: West Des Moines, state: IA, value: 0.306214944318493, base_value: 325945382, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282261/; rank: 10, crd: 146322, firm: Des Moines Investments, LLC, city: Des Moines, state: IA, value: 0.294736842105263, base_value: 190000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146322/; rank: 11, crd: 115756, firm: Kane Company Wealth Management, Inc., city: Johnston, state: IA, value: 0.294172957131636, base_value: 220023746, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115756/; rank: 12, crd: 291648, firm: Wealth Advisors Group, LLC, city: Coralville, state: IA, value: 0.28983312259445, base_value: 215907000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291648/; rank: 13, crd: 313543, firm: TFP Management, LLC, city: Bettendorf, state: IA, value: 0.253948838889677, base_value: 217711655, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313543/; rank: 14, crd: 283112, firm: Gilbert & Cook, Inc., city: West Des Moines, state: IA, value: 0.247174320940447, base_value: 1361575720, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283112/; rank: 15, crd: 152566, firm: RIA Advisory Group, LLC, city: Des Moines, state: IA, value: 0.245031957524656, base_value: 456517836, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152566/; rank: 16, crd: 270022, firm: Midwestern Financial Group, city: Iowa City, state: IA, value: 0.24091181135115, base_value: 139287189, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/270022/; rank: 17, crd: 322974, firm: Vivid Wealth Management, LLC, city: West Des Moines, state: IA, value: 0.239384046026621, base_value: 234695653, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322974/; rank: 18, crd: 317005, firm: PLAN2THRIVE Financial, city: Eldridge, state: IA, value: 0.237030094446005, base_value: 119274500, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317005/; rank: 19, crd: 317532, firm: Cedar Point Capital Partners, LLC, city: Cedar Rapids, state: IA, value: 0.235026020537764, base_value: 200899768, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317532/; rank: 20, crd: 301990, firm: Aegis Wealth Management, Inc., city: Guthrie Center, state: IA, value: 0.230124056007267, base_value: 175971164, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301990/; rank: 21, crd: 286262, firm: Independent Wealth Network, Inc., city: Urbandale, state: IA, value: 0.226710217749601, base_value: 422577169, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286262/; rank: 22, crd: 288301, firm: AO Wealth Advisory, city: Urbandale, state: IA, value: 0.2241472759303, base_value: 174164780, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288301/; rank: 23, crd: 109441, firm: Compass Financial Services, city: West Des Moines, state: IA, value: 0.220864098240924, base_value: 333738881, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109441/; rank: 24, crd: 289603, firm: Matheson & Rock Wealth Management, LLC, city: Davenport, state: IA, value: 0.218390804597701, base_value: 435000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289603/; rank: 25, crd: 307987, firm: Five Talents Financial Management Group LLC, city: West Des Moines, state: IA, value: 0.216410835344454, base_value: 210441524, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307987/; rank: 26, crd: 313185, firm: Wilon Wealth Management, city: Urbandale, state: IA, value: 0.214788902657626, base_value: 217434618, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313185/; rank: 27, crd: 117546, firm: Forrest Financial Services, city: Windsor Heights, state: IA, value: 0.21259842519685, base_value: 127000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117546/; rank: 28, crd: 151569, firm: Nikulski Financial, Inc., city: Bettendorf, state: IA, value: 0.211923408840859, base_value: 370467092, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151569/; rank: 29, crd: 169519, firm: Peterson Financial Group, Inc., city: Des Moines, state: IA, value: 0.208312035840834, base_value: 247615222, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169519/; rank: 30, crd: 217517, firm: Weis Advisory, city: Clive, state: IA, value: 0.200785146672659, base_value: 187907311, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/217517/; rank: 31, crd: 154927, firm: Legacy Financial Group, city: Des Moines, state: IA, value: 0.198919847940102, base_value: 840400934, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154927/; rank: 32, crd: 287538, firm: Mokosak Advisory Group, LLC, city: Urbandale, state: IA, value: 0.198719923899875, base_value: 345300877, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287538/; rank: 33, crd: 297712, firm: Wealthspan Partners, LLC, city: Davenport, state: IA, value: 0.190951440621338, base_value: 378789093, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297712/; rank: 34, crd: 115088, firm: Wealth Advisors of Iowa, LLC, city: West Des Moines, state: IA, value: 0.190520781512616, base_value: 453096614, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115088/; rank: 35, crd: 286201, firm: Accel Wealth Management, city: Waverly, state: IA, value: 0.178444997088814, base_value: 973955257, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286201/; rank: 36, crd: 107097, firm: Steele Capital Management, Inc., city: Dubuque, state: IA, value: 0.170497256874116, base_value: 3030626319, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107097/; rank: 37, crd: 147309, firm: Rda Financial Network, city: Akron, state: IA, value: 0.166597554172979, base_value: 578744853, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147309/; rank: 38, crd: 277091, firm: The Life Group Financial Services, city: Dubuque, state: IA, value: 0.163149106408408, base_value: 125694222, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277091/; rank: 39, crd: 115699, firm: Clarity Asset Management, Inc., city: Ames, state: IA, value: 0.157397432734754, base_value: 222356689, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115699/; rank: 40, crd: 132416, firm: Boyle Capital, city: West Des Moines, state: IA, value: 0.146496176252586, base_value: 298260679, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132416/; rank: 41, crd: 291481, firm: Acadia Legacy Group, city: Clive, state: IA, value: 0.141863750448724, base_value: 116644597, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291481/; rank: 42, crd: 289538, firm: Basepoint Wealth, LLC, city: Cedar Rapids, state: IA, value: 0.1387044461097, base_value: 776175833, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289538/; rank: 43, crd: 288763, firm: Dynamic Financial Group, city: Cedar Falls, state: IA, value: 0.137204456686633, base_value: 474460193, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288763/; rank: 44, crd: 154113, firm: Quad-Cities Investment Group, LLC, city: Davenport, state: IA, value: 0.13296820580255, base_value: 375563938, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154113/; rank: 45, crd: 286435, firm: Iowa Wealth Management, LLC, city: West Des Moines, state: IA, value: 0.117597041837409, base_value: 110885859, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286435/; rank: 46, crd: 116936, firm: Water Valley Investment Advisors, Inc., city: Sioux Center, state: IA, value: 0.113887058934616, base_value: 141151068, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116936/; rank: 47, crd: 115511, firm: Cedar Valley Wealth Advisors, city: Cedar Falls, state: IA, value: 0.113143156963099, base_value: 155007165, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115511/; rank: 48, crd: 226702, firm: Tuve Investment Management, Inc., city: Waterloo, state: IA, value: 0.108284757432515, base_value: 133271675, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226702/; rank: 49, crd: 146911, firm: Valiant Wealth, LLC, city: West Des Moines, state: IA, value: 0.10719072144795, base_value: 382118932, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146911/; rank: 50, crd: 142265, firm: West Financial Advisors, L.L.C., city: Des Moines, state: IA, value: 0.104231373568726, base_value: 610548598, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142265/; rank: 51, crd: 2997, firm: Pecaut Wealth Management, city: Sioux City, state: IA, value: 0.0890910081320868, base_value: 350524544, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/2997/; rank: 52, crd: 326547, firm: Bridgeway Wealth Management, LLC, city: Cedar Rapids, state: IA, value: 0.0866556011015043, base_value: 151481945, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326547/; rank: 53, crd: 282369, firm: Ballast Capital Advisors, LLC, city: West Des Moines, state: IA, value: 0.0323255769200961, base_value: 318443752, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282369/; rank: 54, crd: 126653, firm: Capital View Wealth Management, LLC, city: Des Moines, state: IA, value: 0.0218837993257981, base_value: 126075000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126653/; rank: 55, crd: 109228, firm: Syverson Strege, city: West Des Moines, state: IA, value: 0.0115060841639383, base_value: 900472120, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109228/; rank: 56, crd: 110953, firm: Bradford Financial Center, city: Clarion, state: IA, value: -0.0112889100868906, base_value: 232332172, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110953/

## 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 one year, nationally](https://advisoriq.com/ria/rankings/fastest-growing/)
- [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/iowa/

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