FinGenADVISORS
Saved
FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Iowa.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

5,679 financial advisors88 advisory firms31 cities

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

88 advisory firmsCompare public facts. Verify experience directly.
5,679 financial advisors88 advisory firms31 cities

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

ACADIA LEGACY GROUPCRD 291481

Advisory firm

Filed advisory firm office: Clive, IA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningOther: FAMILY OFFICE SERVICES
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ACCEL WEALTH MANAGEMENTCRD 286201

Advisory firm

Filed advisory firm office: Waverly, IA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
AEGIS WEALTH MANAGEMENT, INC.CRD 301990

Advisory firm

Filed advisory firm office: Guthrie Center, IA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
AEGON ASSET MANAGEMENT USCRD 114537

Advisory firm

Filed advisory firm office: Cedar Rapids, IA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
AEGON REAL ASSETS USCRD 286438

Advisory firm

Filed advisory firm office: Cedar Rapids, IA

Filed firm type: Registered

Insurance companiesPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ALPHABIT INVESTMENTS, LLCCRD 334827

Advisory firm

Filed advisory firm office: Forest City, IA

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ALTITUDE CAPITAL MANAGEMENT LLCCRD 329366

Advisory firm

Filed advisory firm office: Des Moines, IA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
AO WEALTH ADVISORYCRD 288301

Advisory firm

Filed advisory firm office: Urbandale, IA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansEducational seminars/workshops
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
AOT INVEST LLCCRD 319016

Advisory firm

Filed advisory firm office: Davenport, IA

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ARNOLD AND MOTE WEALTH MANAGEMENTCRD 283698

Advisory firm

Filed advisory firm office: Hiawatha, IA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
AUSDAL FINANCIAL PARTNERS, INC.CRD 7995

Advisory firm

Filed advisory firm office: Davenport, IA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
AVANTAX PLANNING PARTNERS, INC.CRD 106237

Advisory firm

Filed advisory firm office: Dubuque, IA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
BALLAST CAPITAL ADVISORS, LLCCRD 282369

Advisory firm

Filed advisory firm office: West Des Moines, IA

Filed firm type: Registered

High net worth individualsFinancial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
BASEPOINT WEALTH, LLCCRD 289538

Advisory firm

Filed advisory firm office: Cedar Rapids, IA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
BEACON CAPITAL, LLCCRD 286316

Advisory firm

Filed advisory firm office: Cedar Rapids, IA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension consulting services
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.CRD 13609

Advisory firm

Filed advisory firm office: Cedar Rapids, IA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
BFC PLANNING, INC.CRD 119682

Advisory firm

Filed advisory firm office: Cedar Rapids, IA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
BOYLE CAPITALCRD 132416

Advisory firm

Filed advisory firm office: West Des Moines, IA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
BRADFORD FINANCIAL CENTERCRD 110953

Advisory firm

Filed advisory firm office: Clarion, IA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
BRIDGEWAY WEALTH MANAGEMENT, LLCCRD 326547

Advisory firm

Filed advisory firm office: Cedar Rapids, IA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
A MORE INFORMED FIRST CONVERSATION

A shortlist is just the start.

Confirm services, fees, credentials, availability and your advisor’s location directly. A public filing is a starting point, not a recommendation.

Prepare for your first meeting

Explore a city

Explore related places and planning situations

CONTEXT FOR YOUR NEXT DECISION

Read, compare, then explore.

GUIDE

How to choose a financial advisor

Compare services, fit and the questions that matter before you choose.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Understand financial advisor fees

Make sense of compensation, total costs and written terms.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Questions for your first advisor meeting

Bring consistent questions and leave with a clearer basis for comparison.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Check financial advisor credentials

Find the original public record and verify the advisor and firm separately.

Choosing an advisor · Preview guide · Named author and publication pendingRead more
All insights and guides