City
Independent RIAs in Urbandale, Iowa
As of October 2, 2026, 12 independent wealth management RIAs with their main office in Urbandale, Iowa reported $1.5 billion in regulatory assets under management; the largest by assets was Independent Wealth Network, Inc., with $518.4 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 12
- Regulatory assets under management
- $1.5 billion
- Average per firm
- $128.8 million
- SEC-registered, of those listed
- 4 of 12 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Independent Wealth Network, Inc. | SEC | $518.4 million | 2,881 |
| 2 | Mokosak Advisory Group, LLC | SEC | $413.9 million | 1,364 |
| 3 | Wilon Wealth Management | SEC | $264.1 million | 885 |
| 4 | AO Wealth Advisory | SEC | $213.2 million | 1,124 |
| 5 | Rothamel Wealth Management, LLC | State | $40.3 million | 317 |
| 6 | Lis Inc | State | $28.1 million | 95 |
| 7 | Rockway Wealth Partners | State | $26.6 million | 107 |
| 8 | Reed Financial, LLC | State | $20.6 million | 32 |
| 9 | Strategic Wealth Solutions, LLC | State | $15.3 million | 166 |
| 10 | 3G Capital LLC | State | $4.7 million | 23 |
| 11 | DSM Financial L.L.C. | State | $0 | 0 |
| 12 | Sherrod Wealth Management | 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.