Falists

Iowa · 7 advisers

Financial Advisors in Davenport, Iowa

Looking for a financial advisor in Davenport, Iowa? Falists indexes 7 SEC-registered and state-registered investment advisers in Davenport — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $3.73B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

7

With website

6

Largest AUM

$3.73B

Financial planning

4

Filter by specialty

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

AllWealth5Planning4Trusts5Retirement4Institutional6

Top advisors in Davenport

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

View all 7 →

More cities in Iowa

West Des Moines (26)Des Moines (19)Cedar Rapids (18)Urbandale (9)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 Davenport, Iowa?
7 registered investment advisers are listed in our Davenport directory, sourced from public SEC filings.
What types of advisors are in Davenport?
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 Davenport?
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.