BRIDGEWAY WEALTH MANAGEMENT, LLC
Cedar Rapids, IA
AUM
$164.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
319-393-6535
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in IA
73 advisers found
WATER VALLEY INVESTMENT ADVISORS, INC.
Sioux Center, IA
AUM
$157.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
7123950764
FORREST FINANCIAL SERVICES
Windsor Heights, IA
AUM
$154.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(515) 277-3495
VAN DIEST CAPITAL
Polk City, IA
AUM
$144.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
515-620-2085
ACADIA LEGACY GROUP
Clive, IA
AUM
$133.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
515-212-2112
AUM
$128.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
319-229-7439
IOWA WEALTH MANAGEMENT, LLC
West Des Moines, IA
AUM
$123.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
515-225-1924
STONEFIELD INVESTMENT ADVISORY, INC.
Cedar Rapids, IA
AUM
$120.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
319-377-7811
VISIONX WEALTH PARTNERS
Fort Dodge, IA
AUM
$110.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
515-570-4032
CUSTOM WEALTH PLANNERS
Ankeny, IA
AUM
$102.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
515-480-2257
INNOVATIVE WEALTH MANAGEMENT, LLC
Jesup, IA
AUM
$99.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
319-449-6900
AOT INVEST LLC
Davenport, IA
AUM
$93.9M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES
563-320-1688
GRIT FAMILY OFFICE, LLC
Cedar Rapids, IA
AUM
$90.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(319) 551-7889
PROSPECTIVE VALUE PARTNERS LLC
Des Moines, IA
AUM
$76.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
515-875-4928
PASSAGE GLOBAL CAPITAL MANAGEMENT, LLC
Bettendorf, IA
AUM
$60.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
563-332-4690
UNCOMMON WEALTH PARTNERS, LLC
Ankeny, IA
AUM
$46.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
(515) 650-3009
SUCCESSFUL RESOURCE MANAGEMENT, LTD.
Johnston, IA
AUM
$43.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
515-279-1400
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
FBL WEALTH MANAGEMENT, LLC
West Des Moines, IA
AUM
$9.2M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
170 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
515-225-5400
ALPHABIT INVESTMENTS, LLC
Forest City, IA
AUM
$7.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES
641-255-0881
ALBA FINANCIAL LLC
Council Bluffs, IA
AUM
$3.8M
Financial PlanningWealth MgmtRetirementInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
4023056732
BLACKOAK ADVISORS LLC
Des Moines, IA
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
515-493-0005
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
515-901-8804
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC
West Des Moines, IA
AUM
$122.05B
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
515-221-4879
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