Iowa · 3 advisers
Financial Advisors in Bettendorf, Iowa
Looking for a financial advisor in Bettendorf, Iowa? Falists indexes 3 SEC-registered and state-registered investment advisers in Bettendorf — 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 $449.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$449.0M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Bettendorf
Ranked by AUM · Fees, team & specialties at a glance
NIKULSKI FINANCIAL, INC.
Bettendorf, IA
AUM
$449.0M
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
563-344-0118
TFP MANAGEMENT, LLC
Bettendorf, IA
AUM
$273.0M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
563-359-8783
PASSAGE GLOBAL CAPITAL MANAGEMENT, LLC
Bettendorf, IA
AUM
$60.4M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
563-332-4690
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Common questions
- How many financial advisors are in Bettendorf, Iowa?
- 3 registered investment advisers are listed in our Bettendorf directory, sourced from public SEC filings.
- What types of advisors are in Bettendorf?
- 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 Bettendorf?
- 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.