# 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.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: 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.
- unit: count
- scope: Iowa
- firms_listed: 79
- rows: rank: 1, crd: 107148, firm: Foster Group, Inc., city: West Des Moines, state: IA, value: 35, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107148/; rank: 2, 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: 3, crd: 283112, firm: Gilbert & Cook, Inc., city: West Des Moines, state: IA, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283112/; rank: 4, crd: 289538, firm: Basepoint Wealth, LLC, city: Cedar Rapids, state: IA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289538/; rank: 5, crd: 107097, firm: Steele Capital Management, Inc., city: Dubuque, state: IA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107097/; rank: 5, crd: 286262, firm: Independent Wealth Network, Inc., city: Urbandale, state: IA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286262/; rank: 5, crd: 329748, firm: Friday Financial, city: Dubuque, state: IA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329748/; rank: 5, crd: 342692, firm: Stackstone Wealth, LLC, city: Dubuque, state: IA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342692/; rank: 9, crd: 142265, firm: West Financial Advisors, L.L.C., city: Des Moines, state: IA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142265/; rank: 10, crd: 110953, firm: Bradford Financial Center, city: Clarion, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110953/; rank: 10, crd: 115088, firm: Wealth Advisors of Iowa, 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/115088/; rank: 10, crd: 151569, firm: Nikulski Financial, Inc., city: Bettendorf, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151569/; rank: 10, crd: 152566, firm: RIA Advisory 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/152566/; rank: 10, crd: 287538, firm: Mokosak Advisory Group, LLC, city: Urbandale, state: IA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287538/; rank: 15, crd: 109441, firm: Compass Financial Services, city: West Des Moines, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109441/; rank: 15, crd: 115699, firm: Clarity Asset Management, Inc., city: Ames, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115699/; rank: 15, crd: 115756, firm: Kane Company Wealth Management, Inc., city: Johnston, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115756/; rank: 15, 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: 15, crd: 146911, firm: Valiant Wealth, 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/146911/; rank: 15, crd: 154113, firm: Quad-Cities Investment Group, LLC, city: Davenport, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154113/; rank: 15, crd: 154927, firm: Legacy Financial Group, city: Des Moines, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154927/; rank: 15, 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: 15, crd: 297712, firm: Wealthspan Partners, LLC, city: Davenport, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297712/; rank: 15, 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: 15, crd: 313185, firm: Wilon Wealth Management, city: Urbandale, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313185/; rank: 15, crd: 317532, firm: Cedar Point Capital Partners, LLC, city: Cedar Rapids, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317532/; rank: 15, crd: 318147, firm: Vital Capital LLC, city: Clinton, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318147/; rank: 15, crd: 323489, firm: Ignite Financial, city: Cedar Falls, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323489/; rank: 15, crd: 326415, firm: Custom Wealth Planners, city: Ankeny, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326415/; rank: 15, crd: 334743, firm: Van Diest Capital, city: Polk City, state: IA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334743/; rank: 31, crd: 107596, firm: Net Worth Advisors, city: Waterloo, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107596/; rank: 31, 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: 31, crd: 115511, firm: Cedar Valley Wealth Advisors, city: Cedar Falls, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115511/; rank: 31, crd: 115849, firm: Taber Asset Management 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/115849/; rank: 31, crd: 116936, firm: Water Valley Investment Advisors, Inc., city: Sioux Center, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116936/; rank: 31, 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: 31, crd: 132416, firm: Boyle Capital, city: West Des Moines, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132416/; rank: 31, crd: 145112, firm: DMKC Advisory Services, LLC, city: Des Moines, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145112/; rank: 31, crd: 146322, firm: Des Moines Investments, LLC, city: Des Moines, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146322/; rank: 31, crd: 171715, firm: Carrie Houchins-Witt Tax and Financial Services LLC, city: Coralville, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171715/; rank: 31, 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: 31, crd: 226702, firm: Tuve Investment Management, Inc., city: Waterloo, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226702/; rank: 31, crd: 283698, firm: Arnold and Mote Wealth Management, city: Hiawatha, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283698/; rank: 31, crd: 285303, firm: Paladin Wealth Partners, city: Clive, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285303/; rank: 31, crd: 286201, firm: Accel Wealth Management, city: Waverly, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286201/; rank: 31, crd: 286435, firm: Iowa 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/286435/; rank: 31, 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: 31, crd: 288301, firm: AO Wealth Advisory, city: Urbandale, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288301/; rank: 31, crd: 291481, firm: Acadia Legacy Group, city: Clive, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291481/; rank: 31, crd: 297942, firm: Merkle Retirement Planning, city: Grimes, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297942/; rank: 31, crd: 298656, firm: Innovative Wealth Management, LLC, city: Jesup, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298656/; rank: 31, 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: 31, 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: 31, crd: 305311, firm: Greenstone Wealth Management, city: Forest City, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305311/; rank: 31, 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: 31, 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: 31, 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: 31, 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: 31, 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: 31, crd: 313543, firm: TFP Management, LLC, city: Bettendorf, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313543/; rank: 31, crd: 315419, firm: Rockway Wealth Partners, city: Urbandale, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315419/; rank: 31, crd: 315991, firm: Penn Advisory Group Inc., city: Mount Vernon, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315991/; rank: 31, crd: 317005, firm: PLAN2THRIVE Financial, city: Eldridge, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317005/; rank: 31, crd: 321686, firm: Longenecker Financial Services, city: Des Moines, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321686/; rank: 31, 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: 31, 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: 31, 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: 31, crd: 329366, firm: Altitude Capital 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/329366/; rank: 31, 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: 31, crd: 337964, firm: Lane Family Wealth Management, city: North Liberty, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337964/; rank: 31, 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: 31, 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: 31, 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: 31, 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: 31, 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: 31, crd: 338682, firm: True Wealth, LLC, city: Carroll, state: IA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338682/; rank: 31, 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: 31, 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/; rank: 31, crd: 343724, firm: RIA 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/343724/

## 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 CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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-cfp-professionals/iowa/

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