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AdvisorIQ

Ranking, Iowa

Independent RIAs with the most high net worth clients in Iowa

As of October 2, 2026, Foster Group, Inc. ranked #1 in Iowa in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 715.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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 high net worth clients
1 Foster Group, Inc. West Des Moines 715
2 Steele Capital Management, Inc. Dubuque 582
3 Gilbert & Cook, Inc. West Des Moines 421
4 Compass Financial Services West Des Moines 317
5 Legacy Financial Group Des Moines 314
6 Syverson Strege West Des Moines 296
7 Merkle Retirement Planning Grimes 287
8 Independent Wealth Network, Inc. Urbandale 262
9 Basepoint Wealth, LLC Cedar Rapids 261
10 DMKC Advisory Services, LLC Des Moines 254
11 Wealthspan Partners, LLC Davenport 219
12 West Financial Advisors, L.L.C. Des Moines 167
13 Accel Wealth Management Waverly 166
14 Dynamic Financial Group Cedar Falls 165
15 Matheson & Rock Wealth Management, LLC Davenport 160
16 LSB Wealth Management Ankeny 157
17 Wealth Advisors of Iowa, LLC West Des Moines 149
18 Quad-Cities Investment Group, LLC Davenport 137
19 Mokosak Advisory Group, LLC Urbandale 133
20 Weis Advisory Clive 131
21 Wilon Wealth Management Urbandale 130
22 Altitude Capital Management LLC Des Moines 128
23 Bridgeway Wealth Management, LLC Cedar Rapids 118
24 Nikulski Financial, Inc. Bettendorf 116
25 Cedar Point Capital Partners, LLC Cedar Rapids 104
26 Bradford Financial Center Clarion 102
27 Taber Asset Management L.L.C. Des Moines 101
27 RIA Advisory Group, LLC Des Moines 101
29 Vivid Wealth Management, LLC West Des Moines 93
30 Wealth Advisors Group, LLC Coralville 90
31 Clarity Asset Management, Inc. Ames 88
31 Friday Financial Dubuque 88
33 Boyle Capital West Des Moines 87
34 Custom Wealth Planners Ankeny 85
35 Valiant Wealth, LLC West Des Moines 80
36 Kane Company Wealth Management, Inc. Johnston 78
37 Pecaut Wealth Management Sioux City 75
37 Des Moines Investments, LLC Des Moines 75
39 Fencl Advisory Services, LLC Cedar Falls 72
40 Van Diest Capital Polk City 70
41 TFP Management, LLC Bettendorf 68
42 Peterson Financial Group, Inc. Des Moines 64
43 AO Wealth Advisory Urbandale 60
44 Paladin Wealth Partners Clive 59
45 Tuve Investment Management, Inc. Waterloo 56
46 Arnold and Mote Wealth Management Hiawatha 53
46 Lane Family Wealth Management North Liberty 53
48 Five Talents Financial Management Group LLC West Des Moines 47
49 Forrest Financial Services Windsor Heights 46
50 Water Valley Investment Advisors, Inc. Sioux Center 44
51 Keystone Wealth Management Waterloo 43
52 Ballast Capital Advisors, LLC West Des Moines 42
53 Midwestern Financial Group Iowa City 41
54 Russell Wealth Advisors Boone 39
55 Iowa Wealth Management, LLC West Des Moines 38
56 Beacon Capital, LLC Cedar Rapids 37
57 Innovative Wealth Management, LLC Jesup 35
58 BSC Capital Partners, LLC West Des Moines 33
59 Stonefield Investment Advisory, Inc. Cedar Rapids 29
59 Prospective Value Partners LLC Des Moines 29
61 Capital View Wealth Management, LLC Des Moines 27
61 Tryon Investments, LLC North Liberty 27
61 Legacy Bridge Private Family Offices West Des Moines 27
61 Oasis Advisors Forest City 27
65 Cedar Valley Wealth Advisors Cedar Falls 26
65 Rda Financial Network Akron 26
65 Busbee Wealth Advisors LLC Cedar Rapids 26
68 PLAN2THRIVE Financial Eldridge 25
68 Visionx Wealth Partners Fort Dodge 25
70 Passage Global Capital Management, LLC Bettendorf 24
71 The Life Group Financial Services Dubuque 23
72 Successful Resource Management, Ltd. Johnston 22
73 Grit Family Office, LLC Cedar Rapids 19
74 Partner Wealth Iowa City 18
74 Acadia Legacy Group Clive 18
76 O'Brien and Associates, Inc. West Union 17
76 Ballheim Financial LLC Leclaire 17
76 Integrity Wealth Management LLC Waukee 17
79 Aegis Wealth Management, Inc. Guthrie Center 16
79 Balanced Investment Advisors, LLC Cedar Rapids 16
79 Actis Wealth Management Waukee 16
79 Longenecker Financial Services Des Moines 16
83 LW Advisors, L.L.C. Des Moines 15
83 Omni Wealth Management Waukee 15
83 Penn Advisory Group Inc. Mount Vernon 15
83 Vital Capital LLC Clinton 15
87 Rothamel Wealth Management, LLC Urbandale 14
87 Desla Wealth Management West Des Moines 14
89 The Planners Professional Services, Inc. West Des Moines 13
89 Pursuit Wealth Management Coralville 13
89 Rockway Wealth Partners Urbandale 13
89 Hart Wealth Management West Des Moines 13
93 Total Wealth West Des Moines 10
94 Carrie Houchins-Witt Tax and Financial Services LLC Coralville 9
95 Palen Financial LLC Davenport 8
95 Lis Inc Urbandale 8
95 Red Cedar Cedar Rapids 8
98 Clearwealth Burlington 6
99 Uncommon Wealth Partners, LLC Ankeny 5
99 Truewealth Stewardship, LLC Marion 5

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

More rankings

Most high net worth clients 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.