City
Wealth management firms in Ankeny, Iowa
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Ankeny, Iowa reported $392.9 million in regulatory assets under management; the largest by assets was LSB Wealth Management, with $228.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $392.9 million
- Average per firm
- $65.5 million
- SEC-registered, of those listed
- 1 of 6 (16.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | LSB Wealth Management | SEC | $228.8 million | 573 |
| 2 | Custom Wealth Planners | State | $102.4 million | 349 |
| 3 | Uncommon Wealth Partners, LLC | State | $46.7 million | 234 |
| 4 | Leetown Advisors | State | $12.5 million | 170 |
| 5 | Black Mammoth LLC | State | $2.5 million | 31 |
| 6 | Savage Wealth Advisors | State | $0 | 0 |
Wealth management firms in Iowa, including every city.
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.