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AdvisorIQ

Ranking, Iowa

Independent RIAs with the most advisory staff in Iowa

As of October 2, 2026, Foster Group, Inc. ranked #1 in Iowa in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 45.

Include wirehouses and broker-dealer firms

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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.

Rank Firm City Most advisory staff
1 Foster Group, Inc. West Des Moines 45
2 Independent Wealth Network, Inc. Urbandale 30
3 Aegis Wealth Management, Inc. Guthrie Center 27
4 Altitude Capital Management LLC Des Moines 26
5 RIA Advisory Group, LLC Des Moines 25
6 Oasis Advisors Forest City 22
7 Stackstone Wealth, LLC Dubuque 18
8 Rda Financial Network Akron 17
8 Gilbert & Cook, Inc. West Des Moines 17
10 Bradford Financial Center Clarion 14
11 Steele Capital Management, Inc. Dubuque 13
11 Syverson Strege West Des Moines 13
11 Basepoint Wealth, LLC Cedar Rapids 13
14 Legacy Financial Group Des Moines 11
14 LSB Wealth Management Ankeny 11
16 Accel Wealth Management Waverly 10
16 Merkle Retirement Planning Grimes 10
18 DMKC Advisory Services, LLC Des Moines 8
18 Van Diest Capital Polk City 8
20 Compass Financial Services West Des Moines 6
20 West Financial Advisors, L.L.C. Des Moines 6
20 Nikulski Financial, Inc. Bettendorf 6
20 Quad-Cities Investment Group, LLC Davenport 6
20 Friday Financial Dubuque 6
25 Arnold and Mote Wealth Management Hiawatha 5
25 Beacon Capital, LLC Cedar Rapids 5
25 Wealthspan Partners, LLC Davenport 5
25 Five Talents Financial Management Group LLC West Des Moines 5
25 Wilon Wealth Management Urbandale 5
25 Cedar Point Capital Partners, LLC Cedar Rapids 5
25 Vital Capital LLC Clinton 5
32 Pecaut Wealth Management Sioux City 4
32 Wealth Advisors of Iowa, LLC West Des Moines 4
32 Clarity Asset Management, Inc. Ames 4
32 Kane Company Wealth Management, Inc. Johnston 4
32 Boyle Capital West Des Moines 4
32 Passage Global Capital Management, LLC Bettendorf 4
32 Weis Advisory Clive 4
32 The Life Group Financial Services Dubuque 4
32 Mokosak Advisory Group, LLC Urbandale 4
32 AO Wealth Advisory Urbandale 4
42 Cedar Valley Wealth Advisors Cedar Falls 3
42 Taber Asset Management L.L.C. Des Moines 3
42 Fencl Advisory Services, LLC Cedar Falls 3
42 Water Valley Investment Advisors, Inc. Sioux Center 3
42 Des Moines Investments, LLC Des Moines 3
42 Valiant Wealth, LLC West Des Moines 3
42 Peterson Financial Group, Inc. Des Moines 3
42 Midwestern Financial Group Iowa City 3
42 Legacy Bridge Private Family Offices West Des Moines 3
42 Ballast Capital Advisors, LLC West Des Moines 3
42 BSC Capital Partners, LLC West Des Moines 3
42 Paladin Wealth Partners Clive 3
42 Dynamic Financial Group Cedar Falls 3
42 Matheson & Rock Wealth Management, LLC Davenport 3
42 Russell Wealth Advisors Boone 3
42 Acadia Legacy Group Clive 3
42 Greenstone Wealth Management Forest City 3
42 TFP Management, LLC Bettendorf 3
42 Rockway Wealth Partners Urbandale 3
42 PLAN2THRIVE Financial Eldridge 3
42 Vivid Wealth Management, LLC West Des Moines 3
42 Custom Wealth Planners Ankeny 3
42 True Wealth, LLC Carroll 3
42 RIA Group, LLC Des Moines 3
66 Net Worth Advisors Waterloo 2
66 Forrest Financial Services Windsor Heights 2
66 True Wealth Nation Carroll 2
66 Carrie Houchins-Witt Tax and Financial Services LLC Coralville 2
66 Tuve Investment Management, Inc. Waterloo 2
66 Iowa Wealth Management, LLC West Des Moines 2
66 Uncommon Wealth Partners, LLC Ankeny 2
66 Grit Family Office, LLC Cedar Rapids 2
66 Wealth Advisors Group, LLC Coralville 2
66 Innovative Wealth Management, LLC Jesup 2
66 Clearwealth Burlington 2
66 Integrity Wealth Management LLC Waukee 2
66 Balanced Investment Advisors, LLC Cedar Rapids 2
66 Penn Advisory Group Inc. Mount Vernon 2
66 Longenecker Financial Services Des Moines 2
66 Bridgeway Wealth Management, LLC Cedar Rapids 2
66 Lane Family Wealth Management North Liberty 2
83 The Planners Professional Services, Inc. West Des Moines 1
83 Successful Resource Management, Ltd. Johnston 1
83 Stonefield Investment Advisory, Inc. Cedar Rapids 1
83 O'Brien and Associates, Inc. West Union 1
83 Pursuit Wealth Management Coralville 1
83 Gremler Financial Corp Cumming 1
83 Heartland Financial Services, Ltd. Cedar Falls 1
83 Capital View Wealth Management, LLC Des Moines 1
83 Bellwether Financial Advisors West Des Moines 1
83 Palen Financial LLC Davenport 1
83 Tryon Investments, LLC North Liberty 1
83 Ballheim Financial LLC Leclaire 1
83 Raindrop Financial, Inc Cedar Rapids 1
83 LW Advisors, L.L.C. Des Moines 1
83 Woodlands Capital Management, LLC Clive 1
83 Prospective Value Partners LLC Des Moines 1
83 Lexington Capital, LLC Marion 1
83 Partner Wealth Iowa City 1
83 Green Belt Investment Services Ames 1
83 Lis Inc Urbandale 1
83 Leetown Advisors Ankeny 1
83 Calibrate Wealth, LLC Clive 1
83 Kingdom Wealth Development, LLC West Des Moines 1
83 3G Capital LLC Urbandale 1
83 Red Cedar Cedar Rapids 1
83 Greteman Capital Management Carroll 1
83 Reed Financial, LLC Urbandale 1
83 DSM Financial L.L.C. Urbandale 1
83 Weiss Financial Group, LLC Des Moines 1
83 R&V Personal Finance, LLC Decorah 1
83 Rothamel Wealth Management, LLC Urbandale 1
83 Keystone Wealth Management Waterloo 1
83 Storybook Financial Coralville 1
83 Busbee Wealth Advisors LLC Cedar Rapids 1
83 Actis Wealth Management Waukee 1
83 Omni Wealth Management Waukee 1
83 Teacher Wealth Des Moines 1
83 Ares-Bound Capital Cedar Rapids 1
83 Desla Wealth Management West Des Moines 1
83 Black Mammoth LLC Ankeny 1
83 Pira Wealth Management Coralville 1
83 Dentist Exit Planning Windsor Heights 1
83 Acumen Associates LLC Clive 1
83 AIM Advisors Waukee 1
83 Truewealth Stewardship, LLC Marion 1
83 Ashland Advisors PLLC Van Meter 1
83 Navigate Financial Planning LLC Cedar Falls 1
83 Alba Financial LLC Council Bluffs 1
83 Strategic Wealth Solutions, LLC Urbandale 1
83 Total Wealth West Des Moines 1
83 Diamond Trail Capital Management Montezuma 1
83 Custom Fit Financial Cedar Rapids 1
83 Visionx Wealth Partners Fort Dodge 1
83 St. Therese Financial LLC Bettendorf 1
83 Lunea Wealth Management Cedar Rapids 1
83 Simplified Planning and Investments Johnston 1
83 Redspire Wealth Management, LLC West Des Moines 1
83 Vestera Wealth LLC Peosta 1
83 Hart Wealth Management West Des Moines 1
83 Blackoak Advisors LLC Des Moines 1
83 Koios Private Family Offices, LLC Des Moines 1
83 DRG Financial, LLC Clear Lake 1
83 Apexedge LLC Grimes 1
83 Polson Wealth Management Des Moines 1
83 Savage Wealth Advisors Ankeny 1
83 Sherrod Wealth Management Urbandale 1

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Most advisory staff 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.