City
Wealth management firms in Cedar Rapids, Iowa
As of October 2, 2026, 17 wealth management firms, including broker-dealer firms, with their main office in Cedar Rapids, Iowa reported $30.3 billion in regulatory assets under management; the largest by assets was Transamerica Retirement Advisors, LLC, with $18.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 17
- Regulatory assets under management
- $30.3 billion
- Average per firm
- $1.8 billion
- SEC-registered, of those listed
- 9 of 17 (52.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Transamerica Retirement Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $18.8 billion | 212,722 |
| 2 | Nations Financial Group, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $4.8 billion | 10,535 |
| 3 | BFC Planning, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $3.8 billion | 13,174 |
| 4 | Berthel Fisher & Company Financial Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $906.4 million | 3,352 |
| 5 | Basepoint Wealth, LLC | SEC | $883.8 million | 3,715 |
| 6 | Beacon Capital, LLC | SEC | $278.3 million | 952 |
| 7 | Cedar Point Capital Partners, LLC | SEC | $248.1 million | 969 |
| 8 | Bridgeway Wealth Management, LLC | SEC | $164.6 million | 396 |
| 9 | Stonefield Investment Advisory, Inc. | SEC | $120.3 million | 386 |
| 10 | Grit Family Office, LLC | State | $90.9 million | 50 |
| 11 | Balanced Investment Advisors, LLC | State | $49.3 million | 158 |
| 12 | Busbee Wealth Advisors LLC | State | $43.8 million | 201 |
| 13 | Red Cedar | State | $40.7 million | 305 |
| 14 | Ares-Bound Capital | State | $771,766 | 23 |
| 15 | Custom Fit Financial | State | $0 | 0 |
| 16 | Lunea Wealth Management | State | $0 | 0 |
| 17 | Raindrop Financial, Inc | 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.