City
Wealth management firms in Cedar Falls, Iowa
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Cedar Falls, Iowa reported $813.6 million in regulatory assets under management; the largest by assets was Dynamic Financial Group, with $539.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $813.6 million
- Average per firm
- $116.2 million
- SEC-registered, of those listed
- 2 of 7 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Dynamic Financial Group | SEC | $539.6 million | 2,490 |
| 2 | Cedar Valley Wealth Advisors | SEC | $172.5 million | 293 |
| 3 | Fencl Advisory Services, LLC | State | $101.5 million | 354 |
| 4 | Heartland Financial Services, Ltd. | State | $0 | 0 |
| 5 | Highland Wealth Management | State | $0 | 0 |
| 6 | Ignite Financial | State | $0 | 0 |
| 7 | Navigate Financial Planning LLC | 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.