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RIA directory Rankings Most accounts Iowa
Ranking, Iowa
Independent RIAs with the most accounts in Iowa
As of October 2, 2026, Foster Group, Inc. ranked #1 in Iowa in AdvisorIQ's ranking of independent RIAs with the most accounts, with 7,346.
Include wirehouses and broker-dealer firms
Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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.
Independent RIAs with the most accounts in Iowa
Rank
Firm
City
Most accounts
1
Foster Group, Inc.
West Des Moines
7,346
2
Oasis Advisors
Forest City
5,052
3
Steele Capital Management, Inc.
Dubuque
4,418
4
Legacy Financial Group
Des Moines
4,146
5
Gilbert & Cook, Inc.
West Des Moines
3,792
6
Basepoint Wealth, LLC
Cedar Rapids
3,715
7
RIA Advisory Group, LLC
Des Moines
3,228
8
Merkle Retirement Planning
Grimes
2,896
9
Independent Wealth Network, Inc.
Urbandale
2,881
10
Accel Wealth Management
Waverly
2,819
11
Dynamic Financial Group
Cedar Falls
2,490
12
Aegis Wealth Management, Inc.
Guthrie Center
2,350
13
Syverson Strege
West Des Moines
1,979
14
Compass Financial Services
West Des Moines
1,909
15
The Life Group Financial Services
Dubuque
1,878
16
West Financial Advisors, L.L.C.
Des Moines
1,677
17
Wealthspan Partners, LLC
Davenport
1,610
18
TFP Management, LLC
Bettendorf
1,566
19
Quad-Cities Investment Group, LLC
Davenport
1,546
20
Rda Financial Network
Akron
1,522
21
Des Moines Investments, LLC
Des Moines
1,497
22
Bradford Financial Center
Clarion
1,478
23
Boyle Capital
West Des Moines
1,462
24
Tuve Investment Management, Inc.
Waterloo
1,372
25
Mokosak Advisory Group, LLC
Urbandale
1,364
26
Peterson Financial Group, Inc.
Des Moines
1,359
27
Wealth Advisors of Iowa, LLC
West Des Moines
1,330
28
Wealth Advisors Group, LLC
Coralville
1,201
29
Vivid Wealth Management, LLC
West Des Moines
1,199
30
AO Wealth Advisory
Urbandale
1,124
31
Matheson & Rock Wealth Management, LLC
Davenport
1,070
32
Five Talents Financial Management Group LLC
West Des Moines
1,042
33
Van Diest Capital
Polk City
985
34
Cedar Point Capital Partners, LLC
Cedar Rapids
969
35
Beacon Capital, LLC
Cedar Rapids
952
36
DMKC Advisory Services, LLC
Des Moines
946
37
Wilon Wealth Management
Urbandale
885
38
Friday Financial
Dubuque
829
39
Weis Advisory
Clive
781
40
PLAN2THRIVE Financial
Eldridge
766
41
BSC Capital Partners, LLC
West Des Moines
728
42
Kane Company Wealth Management, Inc.
Johnston
717
43
Longenecker Financial Services
Des Moines
690
44
Innovative Wealth Management, LLC
Jesup
653
45
Valiant Wealth, LLC
West Des Moines
623
46
Clarity Asset Management, Inc.
Ames
613
47
Arnold and Mote Wealth Management
Hiawatha
585
48
LSB Wealth Management
Ankeny
573
49
Pecaut Wealth Management
Sioux City
554
50
Midwestern Financial Group
Iowa City
548
51
Keystone Wealth Management
Waterloo
533
52
Altitude Capital Management LLC
Des Moines
488
53
Nikulski Financial, Inc.
Bettendorf
475
54
Visionx Wealth Partners
Fort Dodge
451
55
Tryon Investments, LLC
North Liberty
440
56
Forrest Financial Services
Windsor Heights
400
57
Bridgeway Wealth Management, LLC
Cedar Rapids
396
58
Stonefield Investment Advisory, Inc.
Cedar Rapids
386
59
Iowa Wealth Management, LLC
West Des Moines
377
60
Clearwealth
Burlington
369
61
Fencl Advisory Services, LLC
Cedar Falls
354
62
Custom Wealth Planners
Ankeny
349
63
Rothamel Wealth Management, LLC
Urbandale
317
64
Red Cedar
Cedar Rapids
305
65
Paladin Wealth Partners
Clive
298
66
Cedar Valley Wealth Advisors
Cedar Falls
293
67
Vital Capital LLC
Clinton
292
68
Omni Wealth Management
Waukee
274
69
O'Brien and Associates, Inc.
West Union
253
70
Actis Wealth Management
Waukee
252
71
Uncommon Wealth Partners, LLC
Ankeny
234
72
Penn Advisory Group Inc.
Mount Vernon
231
73
Russell Wealth Advisors
Boone
220
74
Teacher Wealth
Des Moines
212
75
Lane Family Wealth Management
North Liberty
205
76
Busbee Wealth Advisors LLC
Cedar Rapids
201
77
Successful Resource Management, Ltd.
Johnston
191
77
Acadia Legacy Group
Clive
191
79
Leetown Advisors
Ankeny
170
80
Pursuit Wealth Management
Coralville
168
81
Water Valley Investment Advisors, Inc.
Sioux Center
167
82
Strategic Wealth Solutions, LLC
Urbandale
166
83
Partner Wealth
Iowa City
162
84
Balanced Investment Advisors, LLC
Cedar Rapids
158
85
Passage Global Capital Management, LLC
Bettendorf
156
86
Kingdom Wealth Development, LLC
West Des Moines
150
87
Ballast Capital Advisors, LLC
West Des Moines
147
88
Palen Financial LLC
Davenport
146
89
LW Advisors, L.L.C.
Des Moines
139
90
Integrity Wealth Management LLC
Waukee
126
91
Legacy Bridge Private Family Offices
West Des Moines
117
91
Total Wealth
West Des Moines
117
93
Greenstone Wealth Management
Forest City
108
94
Rockway Wealth Partners
Urbandale
107
95
Taber Asset Management L.L.C.
Des Moines
101
96
Lis Inc
Urbandale
95
97
Ballheim Financial LLC
Leclaire
92
98
Hart Wealth Management
West Des Moines
81
99
Desla Wealth Management
West Des Moines
78
100
Lexington Capital, LLC
Marion
74
Showing the top 100. Figures are as firms reported them on Form ADV.
More rankings
Most accounts 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 .