City
Independent RIAs in Clive, Iowa
As of October 2, 2026, 6 independent wealth management RIAs with their main office in Clive, Iowa reported $654.4 million in regulatory assets under management; the largest by assets was Paladin Wealth Partners, with $279.8 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 6
- Regulatory assets under management
- $654.4 million
- Average per firm
- $109.1 million
- SEC-registered, of those listed
- 3 of 6 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Paladin Wealth Partners | SEC | $279.8 million | 298 |
| 2 | Weis Advisory | SEC | $225.6 million | 781 |
| 3 | Acadia Legacy Group | SEC | $133.2 million | 191 |
| 4 | Calibrate Wealth, LLC | State | $9.5 million | 20 |
| 5 | Woodlands Capital Management, LLC | State | $5.7 million | 8 |
| 6 | Acumen Associates LLC | State | $627,265 | 14 |
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.