Iowa · 125 firms
Trust & Estate Advisors in Iowa
Advisers working with trusts, estates, and charitable organizations. Browse 125 advisers in Iowa matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in Iowa
PRINCIPAL ASSET MANAGEMENT
Des Moines, IA
AUM
$427.71B
Team
337 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
800-787-1621
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Fairfield, IA
AUM
$138.69B
Team
3496 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
641-472-5100
PRINCIPAL REAL ESTATE
Des Moines, IA
AUM
$105.65B
Team
310 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
800-787-1621
AEGON ASSET MANAGEMENT US
Cedar Rapids, IA
AUM
$88.80B
Team
76 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
319-355-5408
PRINCIPAL SECURITIES, INC.
Des Moines, IA
AUM
$17.02B
Team
1464 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
888-774-6267
AVANTAX PLANNING PARTNERS, INC.
Dubuque, IA
AUM
$7.57B
Team
200 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
563-582-2855
INTEGRITY ALLIANCE, LLC
Urbandale, IA
AUM
$5.41B
Team
322 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
877-886-1939
FOSTER GROUP, INC.
West Des Moines, IA
AUM
$4.78B
Team
45 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
515-226-9000
NATIONS FINANCIAL GROUP, INC.
Cedar Rapids, IA
AUM
$4.77B
Team
81 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
319-393-9541
BTC CAPITAL MANAGEMENT
Des Moines, IA
AUM
$4.60B
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
515-245-5638
BFC PLANNING, INC.
Cedar Rapids, IA
AUM
$3.84B
Team
200 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
319-447-5700
AUSDAL FINANCIAL PARTNERS, INC.
Davenport, IA
AUM
$3.73B
Team
168 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
563-326-2064
STEELE CAPITAL MANAGEMENT, INC.
Dubuque, IA
AUM
$3.55B
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM
563-588-2097
INVESTMENT CONSULTING GROUP INC
Davenport, IA
AUM
$2.84B
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
563-322-2322
GILBERT & COOK, INC.
West Des Moines, IA
AUM
$1.70B
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(515) 270-6444
PRINCIPAL ADVISED SERVICES
Des Moines, IA
AUM
$1.42B
Team
230 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
866-412-0770
ACCEL WEALTH MANAGEMENT
Waverly, IA
AUM
$1.15B
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
319-596-1101
NORTHWEST WEALTH MANAGEMENT, LLC
Spencer, IA
AUM
$1.03B
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
877-207-0994
LEGACY FINANCIAL GROUP
Des Moines, IA
AUM
$1.01B
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
515-255-3306
SYVERSON STREGE
West Des Moines, IA
AUM
$910.8M
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
515-225-6000
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids, IA
AUM
$906.4M
Team
100 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
319-447-5700
DMKC ADVISORY SERVICES, LLC
Des Moines, IA
AUM
$902.5M
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
515-221-1133
BASEPOINT WEALTH, LLC
Cedar Rapids, IA
AUM
$883.8M
Team
13 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(319) 826-1898
RDA FINANCIAL NETWORK
Akron, IA
AUM
$675.2M
Team
17 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
888-300-4975
157 total advisers in Iowa. Browse all Iowa advisors