Ranking, Iowa

Independent RIAs with the most CFP professionals in Iowa

As of October 2, 2026, Foster Group, Inc. ranked #1 in Iowa in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 35.

Include wirehouses and broker-dealer firms

Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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 CFP professionals in Iowa
Rank	Firm	City	Most CFP professionals
1	Foster Group, Inc.	West Des Moines	35
2	Syverson Strege	West Des Moines	13
3	Gilbert & Cook, Inc.	West Des Moines	12
4	Basepoint Wealth, LLC	Cedar Rapids	8
5	Steele Capital Management, Inc.	Dubuque	5
5	Independent Wealth Network, Inc.	Urbandale	5
5	Friday Financial	Dubuque	5
5	Stackstone Wealth, LLC	Dubuque	5
9	West Financial Advisors, L.L.C.	Des Moines	4
10	Bradford Financial Center	Clarion	3
10	Wealth Advisors of Iowa, LLC	West Des Moines	3
10	Nikulski Financial, Inc.	Bettendorf	3
10	RIA Advisory Group, LLC	Des Moines	3
10	Mokosak Advisory Group, LLC	Urbandale	3
15	Compass Financial Services	West Des Moines	2
15	Clarity Asset Management, Inc.	Ames	2
15	Kane Company Wealth Management, Inc.	Johnston	2
15	Forrest Financial Services	Windsor Heights	2
15	Valiant Wealth, LLC	West Des Moines	2
15	Quad-Cities Investment Group, LLC	Davenport	2
15	Legacy Financial Group	Des Moines	2
15	True Wealth Nation	Carroll	2
15	Wealthspan Partners, LLC	Davenport	2
15	Clearwealth	Burlington	2
15	Wilon Wealth Management	Urbandale	2
15	Cedar Point Capital Partners, LLC	Cedar Rapids	2
15	Vital Capital LLC	Clinton	2
15	Ignite Financial	Cedar Falls	2
15	Custom Wealth Planners	Ankeny	2
15	Van Diest Capital	Polk City	2
31	Net Worth Advisors	Waterloo	1
31	Pursuit Wealth Management	Coralville	1
31	Cedar Valley Wealth Advisors	Cedar Falls	1
31	Taber Asset Management L.L.C.	Des Moines	1
31	Water Valley Investment Advisors, Inc.	Sioux Center	1
31	Bellwether Financial Advisors	West Des Moines	1
31	Boyle Capital	West Des Moines	1
31	DMKC Advisory Services, LLC	Des Moines	1
31	Des Moines Investments, LLC	Des Moines	1
31	Carrie Houchins-Witt Tax and Financial Services LLC	Coralville	1
31	LW Advisors, L.L.C.	Des Moines	1
31	Tuve Investment Management, Inc.	Waterloo	1
31	Arnold and Mote Wealth Management	Hiawatha	1
31	Paladin Wealth Partners	Clive	1
31	Accel Wealth Management	Waverly	1
31	Iowa Wealth Management, LLC	West Des Moines	1
31	Partner Wealth	Iowa City	1
31	AO Wealth Advisory	Urbandale	1
31	Acadia Legacy Group	Clive	1
31	Merkle Retirement Planning	Grimes	1
31	Innovative Wealth Management, LLC	Jesup	1
31	R&V Personal Finance, LLC	Decorah	1
31	Storybook Financial	Coralville	1
31	Greenstone Wealth Management	Forest City	1
31	Busbee Wealth Advisors LLC	Cedar Rapids	1
31	Omni Wealth Management	Waukee	1
31	Teacher Wealth	Des Moines	1
31	Black Mammoth LLC	Ankeny	1
31	Pira Wealth Management	Coralville	1
31	TFP Management, LLC	Bettendorf	1
31	Rockway Wealth Partners	Urbandale	1
31	Penn Advisory Group Inc.	Mount Vernon	1
31	PLAN2THRIVE Financial	Eldridge	1
31	Longenecker Financial Services	Des Moines	1
31	Navigate Financial Planning LLC	Cedar Falls	1
31	Strategic Wealth Solutions, LLC	Urbandale	1
31	Diamond Trail Capital Management	Montezuma	1
31	Altitude Capital Management LLC	Des Moines	1
31	Custom Fit Financial	Cedar Rapids	1
31	Lane Family Wealth Management	North Liberty	1
31	Simplified Planning and Investments	Johnston	1
31	Redspire Wealth Management, LLC	West Des Moines	1
31	Vestera Wealth LLC	Peosta	1
31	Hart Wealth Management	West Des Moines	1
31	Blackoak Advisors LLC	Des Moines	1
31	True Wealth, LLC	Carroll	1
31	Savage Wealth Advisors	Ankeny	1
31	Sherrod Wealth Management	Urbandale	1
31	RIA Group, LLC	Des Moines	1

79 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Most CFP professionals 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.