PRINCIPAL ASSET MANAGEMENT
Des Moines, IA
AUM
$427.71B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
337 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
800-787-1621
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in IA
134 advisers found
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Fairfield, IA
AUM
$138.69B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3496 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
641-472-5100
PRINCIPAL REAL ESTATE
Des Moines, IA
AUM
$105.65B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
310 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
800-787-1621
AEGON ASSET MANAGEMENT US
Cedar Rapids, IA
AUM
$88.80B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
76 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
319-355-5408
TRANSAMERICA RETIREMENT ADVISORS, LLC
Cedar Rapids, IA
AUM
$18.83B
Wealth MgmtRetirementInstitutional
Team
173 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
866-368-0566
PRINCIPAL SECURITIES, INC.
Des Moines, IA
AUM
$17.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1464 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
888-774-6267
AVANTAX PLANNING PARTNERS, INC.
Dubuque, IA
AUM
$7.57B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
200 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
563-582-2855
INTEGRITY ALLIANCE, LLC
Urbandale, IA
AUM
$5.41B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
322 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
877-886-1939
FOSTER GROUP, INC.
West Des Moines, IA
AUM
$4.78B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
45 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
515-226-9000
NATIONS FINANCIAL GROUP, INC.
Cedar Rapids, IA
AUM
$4.77B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
81 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
319-393-9541
BTC CAPITAL MANAGEMENT
Des Moines, IA
AUM
$4.60B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
515-245-5638
BFC PLANNING, INC.
Cedar Rapids, IA
AUM
$3.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
200 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
319-447-5700
AUSDAL FINANCIAL PARTNERS, INC.
Davenport, IA
AUM
$3.73B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
168 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
563-326-2064
STEELE CAPITAL MANAGEMENT, INC.
Dubuque, IA
AUM
$3.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM
563-588-2097
INVESTMENT CONSULTING GROUP INC
Davenport, IA
AUM
$2.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
563-322-2322
GILBERT & COOK, INC.
West Des Moines, IA
AUM
$1.70B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(515) 270-6444
PRINCIPAL ADVISED SERVICES
Des Moines, IA
AUM
$1.42B
Financial PlanningWealth MgmtTrusts & Estates
Team
230 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
866-412-0770
ACCEL WEALTH MANAGEMENT
Waverly, IA
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
319-596-1101
NORTHWEST WEALTH MANAGEMENT, LLC
Spencer, IA
AUM
$1.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
877-207-0994
LEGACY FINANCIAL GROUP
Des Moines, IA
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
515-255-3306
SYVERSON STREGE
West Des Moines, IA
AUM
$910.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
515-225-6000
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids, IA
AUM
$906.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
100 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
319-447-5700
DMKC ADVISORY SERVICES, LLC
Des Moines, IA
AUM
$902.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
515-221-1133
BASEPOINT WEALTH, LLC
Cedar Rapids, IA
AUM
$883.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(319) 826-1898
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