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.
157 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