City
Independent RIAs in Cedar Rapids, Iowa
As of October 2, 2026, 13 independent wealth management RIAs with their main office in Cedar Rapids, Iowa reported $1.9 billion in regulatory assets under management; the largest by assets was Basepoint Wealth, LLC, with $883.8 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 13
- Regulatory assets under management
- $1.9 billion
- Average per firm
- $147.7 million
- SEC-registered, of those listed
- 5 of 13 (38.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Basepoint Wealth, LLC | SEC | $883.8 million | 3,715 |
| 2 | Beacon Capital, LLC | SEC | $278.3 million | 952 |
| 3 | Cedar Point Capital Partners, LLC | SEC | $248.1 million | 969 |
| 4 | Bridgeway Wealth Management, LLC | SEC | $164.6 million | 396 |
| 5 | Stonefield Investment Advisory, Inc. | SEC | $120.3 million | 386 |
| 6 | Grit Family Office, LLC | State | $90.9 million | 50 |
| 7 | Balanced Investment Advisors, LLC | State | $49.3 million | 158 |
| 8 | Busbee Wealth Advisors LLC | State | $43.8 million | 201 |
| 9 | Red Cedar | State | $40.7 million | 305 |
| 10 | Ares-Bound Capital | State | $771,766 | 23 |
| 11 | Custom Fit Financial | State | $0 | 0 |
| 12 | Lunea Wealth Management | State | $0 | 0 |
| 13 | Raindrop Financial, Inc | State | $0 | 0 |
Independent RIAs 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.