INTEGRITY ALLIANCE, LLC
Urbandale, IA
AUM
$5.41B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
322 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
877-886-1939
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IA, URBANDALE
8 advisers found
INDEPENDENT WEALTH NETWORK, INC.
Urbandale, IA
AUM
$518.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
515-461-5123
MOKOSAK ADVISORY GROUP, LLC
Urbandale, IA
AUM
$413.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
(515) 223-5404
WILON WEALTH MANAGEMENT
Urbandale, IA
AUM
$264.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
515-225-9500
AO WEALTH ADVISORY
Urbandale, IA
AUM
$213.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
515-224-7849
ROCKWAY WEALTH PARTNERS
Urbandale, IA
AUM
$26.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
515-414-7373
STRATEGIC WEALTH SOLUTIONS, LLC
Urbandale, IA
AUM
$15.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(515) 443-9567
3G CAPITAL LLC
Urbandale, IA
AUM
$4.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
515-299-0992
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