Iowa · 3 advisers
Financial Advisors in Ankeny, Iowa
Looking for a financial advisor in Ankeny, Iowa? Falists indexes 3 SEC-registered and state-registered investment advisers in Ankeny — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $228.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$228.8M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Ankeny
Ranked by AUM · Fees, team & specialties at a glance
LSB WEALTH MANAGEMENT
Ankeny, IA
AUM
$228.8M
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
515-327-9922
CUSTOM WEALTH PLANNERS
Ankeny, IA
AUM
$102.4M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
515-480-2257
UNCOMMON WEALTH PARTNERS, LLC
Ankeny, IA
AUM
$46.7M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
(515) 650-3009
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Common questions
- How many financial advisors are in Ankeny, Iowa?
- 3 registered investment advisers are listed in our Ankeny directory, sourced from public SEC filings.
- What types of advisors are in Ankeny?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Ankeny?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.