City
Wealth management firms in Urbandale, Iowa
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Urbandale, Iowa reported $7.0 billion in regulatory assets under management; the largest by assets was Integrity Alliance, LLC, with $5.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $7.0 billion
- Average per firm
- $535.2 million
- SEC-registered, of those listed
- 5 of 13 (38.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Integrity Alliance, 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 | $5.4 billion | 20,448 |
| 2 | Independent Wealth Network, Inc. | SEC | $518.4 million | 2,881 |
| 3 | Mokosak Advisory Group, LLC | SEC | $413.9 million | 1,364 |
| 4 | Wilon Wealth Management | SEC | $264.1 million | 885 |
| 5 | AO Wealth Advisory | SEC | $213.2 million | 1,124 |
| 6 | Rothamel Wealth Management, LLC | State | $40.3 million | 317 |
| 7 | Lis Inc | State | $28.1 million | 95 |
| 8 | Rockway Wealth Partners | State | $26.6 million | 107 |
| 9 | Reed Financial, LLC | State | $20.6 million | 32 |
| 10 | Strategic Wealth Solutions, LLC | State | $15.3 million | 166 |
| 11 | 3G Capital LLC | State | $4.7 million | 23 |
| 12 | DSM Financial L.L.C. | State | $0 | 0 |
| 13 | Sherrod Wealth Management | 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.