# Newest independent RIAs in Iowa

As of October 2, 2026, Van Diest Capital ranked #1 in Iowa in AdvisorIQ's ranking of newest independent RIAs, with $144.1 million.

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

## Facts

- ranking: Newest independent RIAs
- how_it_is_computed: Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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: usd
- scope: Iowa
- firms_listed: 13
- rows: rank: 1, crd: 334743, firm: Van Diest Capital, city: Polk City, state: IA, value: 144104427, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334743/; rank: 2, crd: 337964, firm: Lane Family Wealth Management, city: North Liberty, state: IA, value: 142735811, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337964/; rank: 3, crd: 284338, firm: BSC Capital Partners, LLC, city: West Des Moines, state: IA, value: 125816727, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284338/; rank: 4, crd: 333559, firm: Visionx Wealth Partners, city: Fort Dodge, state: IA, value: 110238956, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333559/; rank: 5, crd: 115849, firm: Taber Asset Management L.L.C., city: Des Moines, state: IA, value: 110023313, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115849/; rank: 6, crd: 338349, firm: Blackoak Advisors LLC, city: Des Moines, state: IA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338349/; rank: 6, crd: 338543, firm: DRG Financial, LLC, city: Clear Lake, state: IA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338543/; rank: 6, crd: 338682, firm: True Wealth, LLC, city: Carroll, state: IA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338682/; rank: 6, crd: 339077, firm: Apexedge LLC, city: Grimes, state: IA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339077/; rank: 6, crd: 342568, firm: Polson Wealth Management, city: Des Moines, state: IA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342568/; rank: 6, crd: 342692, firm: Stackstone Wealth, LLC, city: Dubuque, state: IA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342692/; rank: 6, crd: 343674, firm: Sherrod Wealth Management, city: Urbandale, state: IA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343674/; rank: 6, crd: 343724, firm: RIA Group, LLC, city: Des Moines, state: IA, value: 0, 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

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [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/newest/iowa/

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