PETERSON FINANCIAL GROUP, INC.
Des Moines, IA
AUM
$299.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
515-226-1500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
157 advisers found
VIVID WEALTH MANAGEMENT, LLC
West Des Moines, IA
AUM
$290.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(515) 480-7593
KANE COMPANY WEALTH MANAGEMENT, INC.
Johnston, IA
AUM
$284.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
515-270-2727
PALADIN WEALTH PARTNERS
Clive, IA
AUM
$279.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
515-348-6080
WEALTH ADVISORS GROUP, LLC
Coralville, IA
AUM
$278.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
319-626-3589
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
TFP MANAGEMENT, LLC
Bettendorf, IA
AUM
$273.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
563-359-8783
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
CLARITY ASSET MANAGEMENT, INC.
Ames, IA
AUM
$257.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
515-233-3152
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
West Des Moines, IA
AUM
$256.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
515-223-7487
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
WEIS ADVISORY
Clive, IA
AUM
$225.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(888) 978-2082
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
MIDWESTERN FINANCIAL GROUP
Iowa City, IA
AUM
$172.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
319-499-1620
CEDAR VALLEY WEALTH ADVISORS
Cedar Falls, IA
AUM
$172.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
319-266-6507
ARNOLD AND MOTE WEALTH MANAGEMENT
Hiawatha, IA
AUM
$168.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
319-393-4020
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
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