Iowa · 4 advisers
Financial Advisors in Clive, Iowa
Looking for a financial advisor in Clive, Iowa? Falists indexes 4 SEC-registered and state-registered investment advisers in Clive — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $279.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$279.8M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Clive
Ranked by AUM · Fees, team & specialties at a glance
PALADIN WEALTH PARTNERS
Clive, IA
AUM
$279.8M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
515-348-6080
WEIS ADVISORY
Clive, IA
AUM
$225.6M
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(888) 978-2082
ACADIA LEGACY GROUP
Clive, IA
AUM
$133.2M
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
515-212-2112
WOODLANDS CAPITAL MANAGEMENT, LLC
Clive, IA
AUM
$5.7M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-664-1462
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Common questions
- How many financial advisors are in Clive, Iowa?
- 4 registered investment advisers are listed in our Clive directory, sourced from public SEC filings.
- What types of advisors are in Clive?
- 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 Clive?
- 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.