MERKLE RETIREMENT PLANNING
Grimes, IA
AUM
$568.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
515-278-4110
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in IA
73 advisers found
RIA ADVISORY GROUP, LLC
Des Moines, IA
AUM
$568.4M
Wealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
0
Fees
Percentage of AUM
(515) 965-8588
RETIRERIGHT CONSULTING GROUP
West Des Moines, IA
AUM
$561.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
515-868-0309
DYNAMIC FINANCIAL GROUP
Cedar Falls, IA
AUM
$539.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
319-277-2727
WEALTH ADVISORS OF IOWA, LLC
West Des Moines, IA
AUM
$539.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
515-200-7812
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
WEALTHSPAN PARTNERS, LLC
Davenport, IA
AUM
$451.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(563) 723-7301
NIKULSKI FINANCIAL, INC.
Bettendorf, IA
AUM
$449.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
563-344-0118
FSB PREMIER WEALTH MANAGEMENT, INC.
Waterloo, IA
AUM
$431.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
319-235-6561
QUAD-CITIES INVESTMENT GROUP, LLC
Davenport, IA
AUM
$425.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM
563-484-5000
FRIDAY FINANCIAL
Dubuque, IA
AUM
$409.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
(563) 552-7526
COMPASS FINANCIAL SERVICES
West Des Moines, IA
AUM
$407.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
515-327-1020
AEGON REAL ASSETS US
Cedar Rapids, IA
AUM
$394.5M
Wealth MgmtInstitutional
Team
41 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
319-355-5408
PECAUT WEALTH MANAGEMENT
Sioux City, IA
AUM
$381.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
712-252-3268
BOYLE CAPITAL
West Des Moines, IA
AUM
$342.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
515-327-1870
WEITZEL FINANCIAL SERVICES, INC.
Dubuque, IA
AUM
$327.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
563-583-6020
BEACON CAPITAL, LLC
Cedar Rapids, IA
AUM
$278.3M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
319-389-4371
OASIS ADVISORS
Forest City, IA
AUM
$277.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
641-251-6001
CEDAR POINT CAPITAL PARTNERS, LLC
Cedar Rapids, IA
AUM
$248.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(800) 501-6403
DES MOINES INVESTMENTS, LLC
Des Moines, IA
AUM
$246.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
515-777-1149
BRADFORD FINANCIAL CENTER
Clarion, IA
AUM
$229.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
515.532.6661
LSB WEALTH MANAGEMENT
Ankeny, IA
AUM
$228.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
515-327-9922
AEGIS WEALTH MANAGEMENT, INC.
Guthrie Center, IA
AUM
$216.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
27 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(833) 483-8383
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