Written by investor.com
No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.
But how to find a reputable financial advisor? You’re in the right place. Every month, investor.com gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Iowa in 2024.
Best Firms in Iowa
Click any column header to sort the table, or click any firm to see a detailed review.
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Accredited Investors Wealth Management |
|
$3.4 billion | 597 | 4 | $5.6 million |
| Advance Capital Management |
|
$4.0 billion | 7,015 | 29 | $573,554 |
| Adviceone Advisory Services |
|
$1.4 billion | 1,290 | 13 | $1.1 million |
| Advisors Management Group |
|
$614.5 million | 1,909 | 11 | $321,908 |
| Assembly Wealth |
|
$369.0 million | 255 | 6 | $1.4 million |
| Astor Investment Management |
|
$261.4 million | 519 | 4 | $503,753 |
| Boyle Capital |
|
$241.8 million | 448 | 5 | $539,788 |
| Bruni J V & CO |
|
$865.3 million | 388 | 2 | $2.2 million |
| Cambridge Advisors |
|
$557.9 million | 262 | 3 | $2.1 million |
| Capwealth Advisors |
|
$1.4 billion | 834 | 1 | $1.6 million |
| Cincinnati Asset Management |
|
$2.4 billion | 6,312 | 8 | $378,975 |
| Clarity Asset Management |
|
$204.3 million | 265 | 4 | $770,834 |
| Clark Capital Management Group |
|
$25.9 billion | 30,934 | 24 | $838,262 |
| Cookson Peirce Wealth Management |
|
$1.9 billion | 920 | 17 | $2.1 million |
| Csenge Advisory Group |
|
$2.8 billion | 5,630 | 76 | $488,978 |
 Dash Investments
|
|
$427.1 million | 365 | 5 | $1.2 million |
| EP Wealth Advisors |
|
$22.3 billion | 13,185 | 195 | $1.7 million |
| Estabrook Capital Management |
|
$863.7 million | 794 | 5 | $1.1 million |
| Evanson Asset Management |
|
$4.8 billion | 1,019 | 5 | $4.8 million |
| Family Investment Center |
|
$515.7 million | 802 | 10 | $643,018 |
| Familywealth Asset Management |
|
$175.1 million | 412 | 4 | $424,887 |
| Flexible Plan Investments |
|
$1.4 billion | 11,773 | 6 | $120,660 |
| Foster Group |
|
$3.2 billion | 1,840 | 47 | $1.8 million |
| Freedom Investment Management |
|
$2.0 billion | 9,859 | 17 | $204,068 |
| Frontier Asset Management |
|
$5.7 billion | 3,671 | 14 | $1.6 million |
| Future Capital |
|
$962.5 million | 12,768 | 2 | $75,386 |
| Geowealth Management |
|
$12.3 billion | 49,816 | 20 | $247,576 |
| Godsey & Gibb Wealth Management |
|
$1.3 billion | 799 | 9 | $1.6 million |
| Grimes & Company |
|
$4.9 billion | 3,599 | 30 | $1.3 million |
| Harvest Investment Services |
|
$281.7 million | 1,195 | 21 | $235,699 |
| Homan Wealth Advisors |
|
$271.1 million | 185 | 4 | $1.5 million |
| Interactive Financial Advisors |
|
$284.9 million | 2,437 | 36 | $116,922 |
| Investment Consulting Group |
|
$2.4 billion | 195 | 2 | $12.2 million |
| JAG Capital Management |
|
$1.6 billion | 895 | 13 | $1.7 million |
| JMG Financial Group |
|
$5.4 billion | 1,552 | 37 | $3.5 million |
| Jnba Financial Advisors |
|
$1.5 billion | 1,027 | 29 | $1.5 million |
| Klaas Financial Asset Advisors |
|
$568.6 million | 965 | 12 | $589,253 |
| Lutz Financial |
|
$2.3 billion | 801 | 9 | $2.8 million |
| Mainstay Capital Management |
|
$3.9 billion | 3,557 | 14 | $1.1 million |
| Marks Group Wealth Management |
|
$1.7 billion | 760 | 9 | $2.2 million |
| Matson Money |
|
$19.6 billion | 30,605 | 9 | $641,967 |
| Mench Financial |
|
$126.7 million | 236 | 3 | $536,935 |
| Mendota Financial Group |
|
$431.1 million | 247 | 6 | $1.7 million |
| Merit Financial Advisors |
|
$7.3 billion | 11,475 | 139 | $631,994 |
| Miller Tabak Asset Management |
|
$1.3 billion | 1,110 | 1 | $1.2 million |
| Minneapolis Portfolio Management Group |
|
$889.0 million | 1,879 | 3 | $473,102 |
| Mitchell Capital Management CO |
|
$762.7 million | 291 | 7 | $2.6 million |
| Nicollet Investment Management |
|
$463.5 million | 308 | 7 | $1.5 million |
| Orgel Wealth Management |
|
$7.1 billion | 3,813 | 31 | $1.9 million |
| Parallel Advisors |
|
$7.1 billion | 3,658 | 63 | $1.9 million |
| Pecaut Wealth Management |
|
$306.6 million | 211 | 4 | $1.5 million |
| Quad City Investment Center |
|
$245.2 million | 505 | 6 | $485,583 |
| Sage Advisory Services CO |
|
$22.7 billion | 8,128 | 38 | $2.8 million |
| Shufro, Rose & Co |
|
$2.0 billion | 1,269 | 9 | $1.6 million |
| Sigfig Wealth Management |
|
$2.8 billion | 79,642 | 4 | $35,120 |
| Slavic Mutual Funds Management Corp |
|
$5.6 billion | 1,098 | 13 | $5.1 million |
| SMI Advisory Services |
|
$777.0 million | 928 | 5 | $837,284 |
| Smith Anglin Financial |
|
$1.6 billion | 1,254 | 16 | $1.3 million |
| Stadion Money Management |
|
$2.3 billion | 50,984 | 15 | $45,756 |
| Steele Capital Management |
|
$2.7 billion | 1,579 | 11 | $1.7 million |
| Stonebridge Capital Advisors |
|
$2.0 billion | 1,494 | 14 | $1.4 million |
| Symmetry Partners |
|
$5.9 billion | 11,453 | 15 | $513,352 |
| Tandem Investment Advisors |
|
$3.2 billion | 9,811 | 9 | $330,206 |
| The Mather Group |
|
$10.5 billion | 4,245 | 91 | $2.5 million |
| The Planning Center |
|
$1.1 billion | 928 | 9 | $1.2 million |
| TJT Capital Group |
|
$314.7 million | 307 | 3 | $1.0 million |
| TOM Johnson Investment Management |
|
$1.5 billion | 5,627 | 6 | $267,561 |
| Traynor Capital Management |
|
$1.2 billion | 1,003 | 4 | $1.2 million |
| True Measure Wealth Management |
|
$207.7 million | 348 | 1 | $596,910 |
| Values First Advisors |
|
$190.1 million | 969 | 8 | $196,156 |
| Windsor Capital Management |
|
$619.8 million | 578 | 5 | $1.1 million |
Find a financial advisor in Iowa
Find the best financial advisor firms near you. You can use our search bar to find a financial advisor near your address or ZIP code, or use the map to find a financial advisor firm in your area.
More Top Firms by State
Methodology
Every month investor.com’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Iowa 2024.
Firm has:
- Jurisdiction in Iowa
- SEC registration
- No reported conflicts of interest*
- No reported disciplinary history
- At least 10 years in business
- Total clients: 100+
- Total assets under management (AUM): $100 million+
*These are the conflicts of interest tracked by investor.com: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.
The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.
About the Editorial Team
Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.