# 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.

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

## Facts

- ranking: Independent RIAs with the most high net worth clients
- how_it_is_computed: 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.
- unit: count
- scope: Iowa
- firms_listed: 100
- rows: rank: 1, crd: 107148, firm: Foster Group, Inc., city: West Des Moines, state: IA, value: 715, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107148/; rank: 2, crd: 107097, firm: Steele Capital Management, Inc., city: Dubuque, state: IA, value: 582, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107097/; rank: 3, crd: 283112, firm: Gilbert & Cook, Inc., city: West Des Moines, state: IA, value: 421, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283112/; rank: 4, crd: 109441, firm: Compass Financial Services, city: West Des Moines, state: IA, value: 317, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109441/; rank: 5, crd: 154927, firm: Legacy Financial Group, city: Des Moines, state: IA, value: 314, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154927/; rank: 6, crd: 109228, firm: Syverson Strege, city: West Des Moines, state: IA, value: 296, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109228/; rank: 7, crd: 297942, firm: Merkle Retirement Planning, city: Grimes, state: IA, value: 287, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297942/; rank: 8, crd: 286262, firm: Independent Wealth Network, Inc., city: Urbandale, state: IA, value: 262, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286262/; rank: 9, crd: 289538, firm: Basepoint Wealth, LLC, city: Cedar Rapids, state: IA, value: 261, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289538/; rank: 10, crd: 145112, firm: DMKC Advisory Services, LLC, city: Des Moines, state: IA, value: 254, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145112/; rank: 11, crd: 297712, firm: Wealthspan Partners, LLC, city: Davenport, state: IA, value: 219, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297712/; rank: 12, crd: 142265, firm: West Financial Advisors, L.L.C., city: Des Moines, state: IA, value: 167, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142265/; rank: 13, crd: 286201, firm: Accel Wealth Management, city: Waverly, state: IA, value: 166, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286201/; rank: 14, crd: 288763, firm: Dynamic Financial Group, city: Cedar Falls, state: IA, value: 165, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288763/; rank: 15, crd: 289603, firm: Matheson & Rock Wealth Management, LLC, city: Davenport, state: IA, value: 160, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289603/; rank: 16, crd: 310466, firm: LSB Wealth Management, city: Ankeny, state: IA, value: 157, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310466/; rank: 17, crd: 115088, firm: Wealth Advisors of Iowa, LLC, city: West Des Moines, state: IA, value: 149, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115088/; rank: 18, crd: 154113, firm: Quad-Cities Investment Group, LLC, city: Davenport, state: IA, value: 137, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154113/; rank: 19, crd: 287538, firm: Mokosak Advisory Group, LLC, city: Urbandale, state: IA, value: 133, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287538/; rank: 20, crd: 217517, firm: Weis Advisory, city: Clive, state: IA, value: 131, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/217517/; rank: 21, crd: 313185, firm: Wilon Wealth Management, city: Urbandale, state: IA, value: 130, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313185/; rank: 22, crd: 329366, firm: Altitude Capital Management LLC, city: Des Moines, state: IA, value: 128, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329366/; rank: 23, crd: 326547, firm: Bridgeway Wealth Management, LLC, city: Cedar Rapids, state: IA, value: 118, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326547/; rank: 24, crd: 151569, firm: Nikulski Financial, Inc., city: Bettendorf, state: IA, value: 116, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151569/; rank: 25, crd: 317532, firm: Cedar Point Capital Partners, LLC, city: Cedar Rapids, state: IA, value: 104, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317532/; rank: 26, crd: 110953, firm: Bradford Financial Center, city: Clarion, state: IA, value: 102, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110953/; rank: 27, crd: 115849, firm: Taber Asset Management L.L.C., city: Des Moines, state: IA, value: 101, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115849/; rank: 27, crd: 152566, firm: RIA Advisory Group, LLC, city: Des Moines, state: IA, value: 101, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152566/; rank: 29, crd: 322974, firm: Vivid Wealth Management, LLC, city: West Des Moines, state: IA, value: 93, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322974/; rank: 30, crd: 291648, firm: Wealth Advisors Group, LLC, city: Coralville, state: IA, value: 90, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291648/; rank: 31, crd: 115699, firm: Clarity Asset Management, Inc., city: Ames, state: IA, value: 88, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115699/; rank: 31, crd: 329748, firm: Friday Financial, city: Dubuque, state: IA, value: 88, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329748/; rank: 33, crd: 132416, firm: Boyle Capital, city: West Des Moines, state: IA, value: 87, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132416/; rank: 34, crd: 326415, firm: Custom Wealth Planners, city: Ankeny, state: IA, value: 85, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326415/; rank: 35, crd: 146911, firm: Valiant Wealth, LLC, city: West Des Moines, state: IA, value: 80, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146911/; rank: 36, crd: 115756, firm: Kane Company Wealth Management, Inc., city: Johnston, state: IA, value: 78, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115756/; rank: 37, crd: 2997, firm: Pecaut Wealth Management, city: Sioux City, state: IA, value: 75, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/2997/; rank: 37, crd: 146322, firm: Des Moines Investments, LLC, city: Des Moines, state: IA, value: 75, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146322/; rank: 39, crd: 115904, firm: Fencl Advisory Services, LLC, city: Cedar Falls, state: IA, value: 72, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115904/; rank: 40, crd: 334743, firm: Van Diest Capital, city: Polk City, state: IA, value: 70, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334743/; rank: 41, crd: 313543, firm: TFP Management, LLC, city: Bettendorf, state: IA, value: 68, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313543/; rank: 42, crd: 169519, firm: Peterson Financial Group, Inc., city: Des Moines, state: IA, value: 64, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169519/; rank: 43, crd: 288301, firm: AO Wealth Advisory, city: Urbandale, state: IA, value: 60, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288301/; rank: 44, crd: 285303, firm: Paladin Wealth Partners, city: Clive, state: IA, value: 59, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285303/; rank: 45, crd: 226702, firm: Tuve Investment Management, Inc., city: Waterloo, state: IA, value: 56, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226702/; rank: 46, crd: 283698, firm: Arnold and Mote Wealth Management, city: Hiawatha, state: IA, value: 53, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283698/; rank: 46, crd: 337964, firm: Lane Family Wealth Management, city: North Liberty, state: IA, value: 53, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337964/; rank: 48, crd: 307987, firm: Five Talents Financial Management Group LLC, city: West Des Moines, state: IA, value: 47, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307987/; rank: 49, crd: 117546, firm: Forrest Financial Services, city: Windsor Heights, state: IA, value: 46, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117546/; rank: 50, crd: 116936, firm: Water Valley Investment Advisors, Inc., city: Sioux Center, state: IA, value: 44, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116936/; rank: 51, crd: 304133, firm: Keystone Wealth Management, city: Waterloo, state: IA, value: 43, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304133/; rank: 52, crd: 282369, firm: Ballast Capital Advisors, LLC, city: West Des Moines, state: IA, value: 42, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282369/; rank: 53, crd: 270022, firm: Midwestern Financial Group, city: Iowa City, state: IA, value: 41, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/270022/; rank: 54, crd: 290403, firm: Russell Wealth Advisors, city: Boone, state: IA, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290403/; rank: 55, crd: 286435, firm: Iowa Wealth Management, LLC, city: West Des Moines, state: IA, value: 38, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286435/; rank: 56, crd: 286316, firm: Beacon Capital, LLC, city: Cedar Rapids, state: IA, value: 37, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286316/; rank: 57, crd: 298656, firm: Innovative Wealth Management, LLC, city: Jesup, state: IA, value: 35, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298656/; rank: 58, crd: 284338, firm: BSC Capital Partners, LLC, city: West Des Moines, state: IA, value: 33, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284338/; rank: 59, crd: 113802, firm: Stonefield Investment Advisory, Inc., city: Cedar Rapids, state: IA, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113802/; rank: 59, crd: 258786, firm: Prospective Value Partners LLC, city: Des Moines, state: IA, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/258786/; rank: 61, crd: 126653, firm: Capital View Wealth Management, LLC, city: Des Moines, state: IA, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126653/; rank: 61, crd: 162292, firm: Tryon Investments, LLC, city: North Liberty, state: IA, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162292/; rank: 61, crd: 282261, firm: Legacy Bridge Private Family Offices, city: West Des Moines, state: IA, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282261/; rank: 61, crd: 335555, firm: Oasis Advisors, city: Forest City, state: IA, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335555/; rank: 65, crd: 115511, firm: Cedar Valley Wealth Advisors, city: Cedar Falls, state: IA, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115511/; rank: 65, crd: 147309, firm: Rda Financial Network, city: Akron, state: IA, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147309/; rank: 65, crd: 305784, firm: Busbee Wealth Advisors LLC, city: Cedar Rapids, state: IA, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305784/; rank: 68, crd: 317005, firm: PLAN2THRIVE Financial, city: Eldridge, state: IA, value: 25, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317005/; rank: 68, crd: 333559, firm: Visionx Wealth Partners, city: Fort Dodge, state: IA, value: 25, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333559/; rank: 70, crd: 145367, firm: Passage Global Capital Management, LLC, city: Bettendorf, state: IA, value: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145367/; rank: 71, crd: 277091, firm: The Life Group Financial Services, city: Dubuque, state: IA, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277091/; rank: 72, crd: 110317, firm: Successful Resource Management, Ltd., city: Johnston, state: IA, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110317/; rank: 73, crd: 290066, firm: Grit Family Office, LLC, city: Cedar Rapids, state: IA, value: 19, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290066/; rank: 74, crd: 287972, firm: Partner Wealth, city: Iowa City, state: IA, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287972/; rank: 74, crd: 291481, firm: Acadia Legacy Group, city: Clive, state: IA, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291481/; rank: 76, crd: 115159, firm: O'Brien and Associates, Inc., city: West Union, state: IA, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115159/; rank: 76, crd: 164318, firm: Ballheim Financial LLC, city: Leclaire, state: IA, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164318/; rank: 76, crd: 301088, firm: Integrity Wealth Management LLC, city: Waukee, state: IA, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301088/; rank: 79, crd: 301990, firm: Aegis Wealth Management, Inc., city: Guthrie Center, state: IA, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301990/; rank: 79, crd: 304976, firm: Balanced Investment Advisors, LLC, city: Cedar Rapids, state: IA, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304976/; rank: 79, crd: 306794, firm: Actis Wealth Management, city: Waukee, state: IA, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306794/; rank: 79, crd: 321686, firm: Longenecker Financial Services, city: Des Moines, state: IA, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321686/; rank: 83, crd: 177512, firm: LW Advisors, L.L.C., city: Des Moines, state: IA, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/177512/; rank: 83, crd: 307591, firm: Omni Wealth Management, city: Waukee, state: IA, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307591/; rank: 83, crd: 315991, firm: Penn Advisory Group Inc., city: Mount Vernon, state: IA, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315991/; rank: 83, crd: 318147, firm: Vital Capital LLC, city: Clinton, state: IA, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318147/; rank: 87, crd: 302081, firm: Rothamel Wealth Management, LLC, city: Urbandale, state: IA, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302081/; rank: 87, crd: 310235, firm: Desla Wealth Management, city: West Des Moines, state: IA, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310235/; rank: 89, crd: 108195, firm: The Planners Professional Services, Inc., city: West Des Moines, state: IA, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108195/; rank: 89, crd: 115416, firm: Pursuit Wealth Management, city: Coralville, state: IA, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115416/; rank: 89, crd: 315419, firm: Rockway Wealth Partners, city: Urbandale, state: IA, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315419/; rank: 89, crd: 338236, firm: Hart Wealth Management, city: West Des Moines, state: IA, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338236/; rank: 93, crd: 328549, firm: Total Wealth, city: West Des Moines, state: IA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328549/; rank: 94, crd: 171715, firm: Carrie Houchins-Witt Tax and Financial Services LLC, city: Coralville, state: IA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171715/; rank: 95, crd: 144892, firm: Palen Financial LLC, city: Davenport, state: IA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144892/; rank: 95, crd: 289168, firm: Lis Inc, city: Urbandale, state: IA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289168/; rank: 95, crd: 298677, firm: Red Cedar, city: Cedar Rapids, state: IA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298677/; rank: 98, crd: 299759, firm: Clearwealth, city: Burlington, state: IA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299759/; rank: 99, crd: 288676, firm: Uncommon Wealth Partners, LLC, city: Ankeny, state: IA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288676/; rank: 99, crd: 318019, firm: Truewealth Stewardship, LLC, city: Marion, state: IA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318019/

## 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 high net worth clients, nationally](https://advisoriq.com/ria/rankings/most-hnw-clients/)
- [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-hnw-clients/iowa/

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