Falists

Iowa · 18 advisers

Financial Advisors in Cedar Rapids, Iowa

Looking for a financial advisor in Cedar Rapids, Iowa? Falists indexes 18 SEC-registered and state-registered investment advisers in Cedar Rapids — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 16 firms list a website you can visit directly. Firms in this directory manage up to $88.80B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

18

With website

16

Largest AUM

$88.80B

Financial planning

11

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth14Planning11Trusts13Retirement10Institutional12

Top advisors in Cedar Rapids

Ranked by AUM · Fees, team & specialties at a glance

View all 18 →

BUSBEE WEALTH ADVISORS LLC

Cedar Rapids, IA

AUM

$43.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

319-777-0808

Full profileNo website

More cities in Iowa

West Des Moines (26)Des Moines (19)Urbandale (9)Davenport (7)Cedar Falls (6)Dubuque (5)Clive (4)Coralville (4)Waterloo (4)Ankeny (3)Bettendorf (3)Carroll (3)

Common questions

How many financial advisors are in Cedar Rapids, Iowa?
18 registered investment advisers are listed in our Cedar Rapids directory, sourced from public SEC filings.
What types of advisors are in Cedar Rapids?
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 Cedar Rapids?
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.