# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/most-advisory-staff/iowa/

## Facts

- ranking: Independent RIAs with the most advisory staff
- how_it_is_computed: 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.
- unit: count
- scope: Iowa
- firms_listed: 148
- rows: rank: 1, crd: 107148, firm: Foster Group, Inc., city: West Des Moines, state: IA, value: 45, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107148/; rank: 2, crd: 286262, firm: Independent Wealth Network, Inc., city: Urbandale, state: IA, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286262/; rank: 3, crd: 301990, firm: Aegis Wealth Management, Inc., city: Guthrie Center, state: IA, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301990/; rank: 4, crd: 329366, firm: Altitude Capital Management LLC, city: Des Moines, state: IA, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329366/; rank: 5, crd: 152566, firm: RIA Advisory Group, LLC, city: Des Moines, state: IA, value: 25, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152566/; rank: 6, crd: 335555, firm: Oasis Advisors, city: Forest City, state: IA, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335555/; rank: 7, crd: 342692, firm: Stackstone Wealth, LLC, city: Dubuque, state: IA, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342692/; rank: 8, crd: 147309, firm: Rda Financial Network, city: Akron, state: IA, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147309/; rank: 8, crd: 283112, firm: Gilbert & Cook, Inc., city: West Des Moines, state: IA, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283112/; rank: 10, crd: 110953, firm: Bradford Financial Center, city: Clarion, state: IA, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110953/; rank: 11, crd: 107097, firm: Steele Capital Management, Inc., city: Dubuque, state: IA, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107097/; rank: 11, crd: 109228, firm: Syverson Strege, city: West Des Moines, state: IA, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109228/; rank: 11, crd: 289538, firm: Basepoint Wealth, LLC, city: Cedar Rapids, state: IA, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289538/; rank: 14, crd: 154927, firm: Legacy Financial Group, city: Des Moines, state: IA, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154927/; rank: 14, crd: 310466, firm: LSB Wealth Management, city: Ankeny, state: IA, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310466/; rank: 16, crd: 286201, firm: Accel Wealth Management, city: Waverly, state: IA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286201/; rank: 16, crd: 297942, firm: Merkle Retirement Planning, city: Grimes, state: IA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297942/; rank: 18, crd: 145112, firm: DMKC Advisory Services, LLC, city: Des Moines, state: IA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145112/; rank: 18, crd: 334743, firm: Van Diest Capital, city: Polk City, state: IA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334743/; rank: 20, crd: 109441, firm: Compass Financial Services, city: West Des Moines, state: IA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109441/; rank: 20, crd: 142265, firm: West Financial Advisors, L.L.C., city: Des Moines, state: IA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142265/; rank: 20, crd: 151569, firm: Nikulski Financial, Inc., city: Bettendorf, state: IA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151569/; rank: 20, crd: 154113, firm: Quad-Cities Investment Group, LLC, city: Davenport, state: IA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154113/; rank: 20, crd: 329748, firm: Friday Financial, city: Dubuque, state: IA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329748/; rank: 25, crd: 283698, firm: Arnold and Mote Wealth Management, city: Hiawatha, state: IA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283698/; rank: 25, crd: 286316, firm: Beacon Capital, LLC, city: Cedar Rapids, state: IA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286316/; rank: 25, crd: 297712, firm: Wealthspan Partners, LLC, city: Davenport, state: IA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297712/; rank: 25, crd: 307987, firm: Five Talents Financial Management Group LLC, city: West Des Moines, state: IA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307987/; rank: 25, crd: 313185, firm: Wilon Wealth Management, city: Urbandale, state: IA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313185/; rank: 25, crd: 317532, firm: Cedar Point Capital Partners, LLC, city: Cedar Rapids, state: IA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317532/; rank: 25, crd: 318147, firm: Vital Capital LLC, city: Clinton, state: IA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318147/; rank: 32, crd: 2997, firm: Pecaut Wealth Management, city: Sioux City, state: IA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/2997/; rank: 32, crd: 115088, firm: Wealth Advisors of Iowa, LLC, city: West Des Moines, state: IA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115088/; rank: 32, crd: 115699, firm: Clarity Asset Management, Inc., city: Ames, state: IA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115699/; rank: 32, crd: 115756, firm: Kane Company Wealth Management, Inc., city: Johnston, state: IA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115756/; rank: 32, crd: 132416, firm: Boyle Capital, city: West Des Moines, state: IA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132416/; rank: 32, crd: 145367, firm: Passage Global Capital Management, LLC, city: Bettendorf, state: IA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145367/; rank: 32, crd: 217517, firm: Weis Advisory, city: Clive, state: IA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/217517/; rank: 32, crd: 277091, firm: The Life Group Financial Services, city: Dubuque, state: IA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277091/; rank: 32, crd: 287538, firm: Mokosak Advisory Group, LLC, city: Urbandale, state: IA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287538/; rank: 32, crd: 288301, firm: AO Wealth Advisory, city: Urbandale, state: IA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288301/; rank: 42, crd: 115511, firm: Cedar Valley Wealth Advisors, city: Cedar Falls, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115511/; rank: 42, crd: 115849, firm: Taber Asset Management L.L.C., city: Des Moines, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115849/; rank: 42, crd: 115904, firm: Fencl Advisory Services, LLC, city: Cedar Falls, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115904/; rank: 42, crd: 116936, firm: Water Valley Investment Advisors, Inc., city: Sioux Center, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116936/; rank: 42, crd: 146322, firm: Des Moines Investments, LLC, city: Des Moines, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146322/; rank: 42, crd: 146911, firm: Valiant Wealth, LLC, city: West Des Moines, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146911/; rank: 42, crd: 169519, firm: Peterson Financial Group, Inc., city: Des Moines, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169519/; rank: 42, crd: 270022, firm: Midwestern Financial Group, city: Iowa City, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/270022/; rank: 42, crd: 282261, firm: Legacy Bridge Private Family Offices, city: West Des Moines, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282261/; rank: 42, crd: 282369, firm: Ballast Capital Advisors, LLC, city: West Des Moines, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282369/; rank: 42, crd: 284338, firm: BSC Capital Partners, LLC, city: West Des Moines, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284338/; rank: 42, crd: 285303, firm: Paladin Wealth Partners, city: Clive, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285303/; rank: 42, crd: 288763, firm: Dynamic Financial Group, city: Cedar Falls, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288763/; rank: 42, crd: 289603, firm: Matheson & Rock Wealth Management, LLC, city: Davenport, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289603/; rank: 42, crd: 290403, firm: Russell Wealth Advisors, city: Boone, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290403/; rank: 42, crd: 291481, firm: Acadia Legacy Group, city: Clive, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291481/; rank: 42, crd: 305311, firm: Greenstone Wealth Management, city: Forest City, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305311/; rank: 42, crd: 313543, firm: TFP Management, LLC, city: Bettendorf, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313543/; rank: 42, crd: 315419, firm: Rockway Wealth Partners, city: Urbandale, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315419/; rank: 42, crd: 317005, firm: PLAN2THRIVE Financial, city: Eldridge, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317005/; rank: 42, crd: 322974, firm: Vivid Wealth Management, LLC, city: West Des Moines, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322974/; rank: 42, crd: 326415, firm: Custom Wealth Planners, city: Ankeny, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326415/; rank: 42, crd: 338682, firm: True Wealth, LLC, city: Carroll, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338682/; rank: 42, crd: 343724, firm: RIA Group, LLC, city: Des Moines, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343724/; rank: 66, crd: 107596, firm: Net Worth Advisors, city: Waterloo, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107596/; rank: 66, crd: 117546, firm: Forrest Financial Services, city: Windsor Heights, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117546/; rank: 66, crd: 157347, firm: True Wealth Nation, city: Carroll, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157347/; rank: 66, crd: 171715, firm: Carrie Houchins-Witt Tax and Financial Services LLC, city: Coralville, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171715/; rank: 66, crd: 226702, firm: Tuve Investment Management, Inc., city: Waterloo, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226702/; rank: 66, crd: 286435, firm: Iowa Wealth Management, LLC, city: West Des Moines, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286435/; rank: 66, crd: 288676, firm: Uncommon Wealth Partners, LLC, city: Ankeny, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288676/; rank: 66, crd: 290066, firm: Grit Family Office, LLC, city: Cedar Rapids, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290066/; rank: 66, crd: 291648, firm: Wealth Advisors Group, LLC, city: Coralville, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291648/; rank: 66, crd: 298656, firm: Innovative Wealth Management, LLC, city: Jesup, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298656/; rank: 66, crd: 299759, firm: Clearwealth, city: Burlington, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299759/; rank: 66, crd: 301088, firm: Integrity Wealth Management LLC, city: Waukee, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301088/; rank: 66, crd: 304976, firm: Balanced Investment Advisors, LLC, city: Cedar Rapids, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304976/; rank: 66, crd: 315991, firm: Penn Advisory Group Inc., city: Mount Vernon, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315991/; rank: 66, crd: 321686, firm: Longenecker Financial Services, city: Des Moines, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321686/; rank: 66, crd: 326547, firm: Bridgeway Wealth Management, LLC, city: Cedar Rapids, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326547/; rank: 66, crd: 337964, firm: Lane Family Wealth Management, city: North Liberty, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337964/; rank: 83, crd: 108195, firm: The Planners Professional Services, Inc., city: West Des Moines, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108195/; rank: 83, crd: 110317, firm: Successful Resource Management, Ltd., city: Johnston, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110317/; rank: 83, crd: 113802, firm: Stonefield Investment Advisory, Inc., city: Cedar Rapids, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113802/; rank: 83, crd: 115159, firm: O'Brien and Associates, Inc., city: West Union, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115159/; rank: 83, crd: 115416, firm: Pursuit Wealth Management, city: Coralville, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115416/; rank: 83, crd: 116220, firm: Gremler Financial Corp, city: Cumming, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116220/; rank: 83, crd: 120342, firm: Heartland Financial Services, Ltd., city: Cedar Falls, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120342/; rank: 83, crd: 126653, firm: Capital View Wealth Management, LLC, city: Des Moines, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126653/; rank: 83, crd: 128225, firm: Bellwether Financial Advisors, city: West Des Moines, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128225/; rank: 83, crd: 144892, firm: Palen Financial LLC, city: Davenport, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144892/; rank: 83, crd: 162292, firm: Tryon Investments, LLC, city: North Liberty, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162292/; rank: 83, crd: 164318, firm: Ballheim Financial LLC, city: Leclaire, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164318/; rank: 83, crd: 164994, firm: Raindrop Financial, Inc, city: Cedar Rapids, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164994/; rank: 83, crd: 177512, firm: LW Advisors, L.L.C., city: Des Moines, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/177512/; rank: 83, crd: 202514, firm: Woodlands Capital Management, LLC, city: Clive, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/202514/; rank: 83, crd: 258786, firm: Prospective Value Partners LLC, city: Des Moines, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/258786/; rank: 83, crd: 287930, firm: Lexington Capital, LLC, city: Marion, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287930/; rank: 83, crd: 287972, firm: Partner Wealth, city: Iowa City, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287972/; rank: 83, crd: 288403, firm: Green Belt Investment Services, city: Ames, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288403/; rank: 83, crd: 289168, firm: Lis Inc, city: Urbandale, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289168/; rank: 83, crd: 289361, firm: Leetown Advisors, city: Ankeny, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289361/; rank: 83, crd: 290631, firm: Calibrate Wealth, LLC, city: Clive, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290631/; rank: 83, crd: 291802, firm: Kingdom Wealth Development, LLC, city: West Des Moines, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291802/; rank: 83, crd: 298280, firm: 3G Capital LLC, city: Urbandale, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298280/; rank: 83, crd: 298677, firm: Red Cedar, city: Cedar Rapids, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298677/; rank: 83, crd: 299020, firm: Greteman Capital Management, city: Carroll, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299020/; rank: 83, crd: 300123, firm: Reed Financial, LLC, city: Urbandale, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300123/; rank: 83, crd: 301372, firm: DSM Financial L.L.C., city: Urbandale, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301372/; rank: 83, crd: 301501, firm: Weiss Financial Group, LLC, city: Des Moines, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301501/; rank: 83, crd: 301513, firm: R&V Personal Finance, LLC, city: Decorah, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301513/; rank: 83, crd: 302081, firm: Rothamel Wealth Management, LLC, city: Urbandale, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302081/; rank: 83, crd: 304133, firm: Keystone Wealth Management, city: Waterloo, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304133/; rank: 83, crd: 305117, firm: Storybook Financial, city: Coralville, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305117/; rank: 83, crd: 305784, firm: Busbee Wealth Advisors LLC, city: Cedar Rapids, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305784/; rank: 83, crd: 306794, firm: Actis Wealth Management, city: Waukee, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306794/; rank: 83, crd: 307591, firm: Omni Wealth Management, city: Waukee, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307591/; rank: 83, crd: 309400, firm: Teacher Wealth, city: Des Moines, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309400/; rank: 83, crd: 310218, firm: Ares-Bound Capital, city: Cedar Rapids, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310218/; rank: 83, crd: 310235, firm: Desla Wealth Management, city: West Des Moines, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310235/; rank: 83, crd: 310508, firm: Black Mammoth LLC, city: Ankeny, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310508/; rank: 83, crd: 311967, firm: Pira Wealth Management, city: Coralville, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311967/; rank: 83, crd: 313984, firm: Dentist Exit Planning, city: Windsor Heights, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313984/; rank: 83, crd: 314041, firm: Acumen Associates LLC, city: Clive, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314041/; rank: 83, crd: 317933, firm: AIM Advisors, city: Waukee, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317933/; rank: 83, crd: 318019, firm: Truewealth Stewardship, LLC, city: Marion, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318019/; rank: 83, crd: 319577, firm: Ashland Advisors PLLC, city: Van Meter, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319577/; rank: 83, crd: 324548, firm: Navigate Financial Planning LLC, city: Cedar Falls, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324548/; rank: 83, crd: 327309, firm: Alba Financial LLC, city: Council Bluffs, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327309/; rank: 83, crd: 327745, firm: Strategic Wealth Solutions, LLC, city: Urbandale, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327745/; rank: 83, crd: 328549, firm: Total Wealth, city: West Des Moines, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328549/; rank: 83, crd: 328798, firm: Diamond Trail Capital Management, city: Montezuma, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328798/; rank: 83, crd: 332622, firm: Custom Fit Financial, city: Cedar Rapids, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332622/; rank: 83, crd: 333559, firm: Visionx Wealth Partners, city: Fort Dodge, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333559/; rank: 83, crd: 334383, firm: St. Therese Financial LLC, city: Bettendorf, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334383/; rank: 83, crd: 336177, firm: Lunea Wealth Management, city: Cedar Rapids, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336177/; rank: 83, crd: 338036, firm: Simplified Planning and Investments, city: Johnston, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338036/; rank: 83, crd: 338050, firm: Redspire Wealth Management, LLC, city: West Des Moines, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338050/; rank: 83, crd: 338108, firm: Vestera Wealth LLC, city: Peosta, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338108/; rank: 83, crd: 338236, firm: Hart Wealth Management, city: West Des Moines, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338236/; rank: 83, crd: 338349, firm: Blackoak Advisors LLC, city: Des Moines, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338349/; rank: 83, crd: 338355, firm: Koios Private Family Offices, LLC, city: Des Moines, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338355/; rank: 83, crd: 338543, firm: DRG Financial, LLC, city: Clear Lake, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338543/; rank: 83, crd: 339077, firm: Apexedge LLC, city: Grimes, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339077/; rank: 83, crd: 342568, firm: Polson Wealth Management, city: Des Moines, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342568/; rank: 83, crd: 343509, firm: Savage Wealth Advisors, city: Ankeny, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343509/; rank: 83, crd: 343674, firm: Sherrod Wealth Management, city: Urbandale, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343674/

## 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

- [Independent RIAs with the most advisory staff, nationally](https://advisoriq.com/ria/rankings/most-advisory-staff/)
- [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/most-advisory-staff/iowa/

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