RDA FINANCIAL NETWORK
Akron, IA
AUM
$675.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
888-300-4975
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in IA
134 advisers found
WEST FINANCIAL ADVISORS, L.L.C.
Des Moines, IA
AUM
$674.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
515-284-1011
AUM
$649.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
402-884-3737
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
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
LEGACY BRIDGE PRIVATE FAMILY OFFICES
West Des Moines, IA
AUM
$425.8M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
515-421-4870
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
VALIANT WEALTH, LLC
West Des Moines, IA
AUM
$423.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
515-223-6068
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
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
MIDWEST HERITAGE FINANCIAL ADVISORS
West Des Moines, IA
AUM
$398.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
515-246-8378
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
BALLAST CAPITAL ADVISORS, LLC
West Des Moines, IA
AUM
$328.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
844-331-4662
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