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Find The Best Financial Advisors in Iowa

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Iowa involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors & Planners in Iowa

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Iowa that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Iowa. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Iowa

advisor-photo

Chris Kramer

RK Wealth Management, LLC

1200 Valley West Drive
Suite 403

West Des Moines, IA 50266

515-348-6019

advisor-photo

Craig Adamson

TrueWealth Stewardship

888 10th Street
Suite 101

Marion, IA 52302

319-373-4124

advisor-photo

Jason Thrap

Northwestern Mutual

1245 Jordan Creek Parkway
Suite 200

West Des Moines, IA 50266

515-697-4680

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Roger Abel

Premier Investments of Iowa, Inc.

3600 1st Ave NE
Ste 100

Cedar Rapids, IA 52402

319-363-3811

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Vince Sturm

Generations Wealth Advisors

1401 Willis Ave

Perry, IA 50220

515-465-9843

Top Financial Advisor Firms in Iowa (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
PRINCIPAL REAL ESTATE INVESTORS, LLC
801 Grand Ave, Des Moines, IA 50392-0001
109008 $36,973,306,206 1043 A percentage of AUM
Fixed fees
Performance Based
INVESTMENT CONSULTING GROUP INC
5117 Jersey Ridge Road, Suite 1, Davenport, IA 52807
106967 $2,714,659,309 466 A percentage of AUM
Hourly charges
Fixed fees
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.
4201 42nd Street Ne, Suite 100 Cedar Rapids, IA 52402
13609 $970,269,118 4139 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
PRIVATE WEALTH ASSET MANAGEMENT
411 6th Ave Se, #360 Cedar Rapids, IA 52401
315819 $790,374,516 850 A percentage of AUM
Fixed fees
RETIRERIGHT CONSULTING GROUP
1200 Valley West Drive, Suite 707 West Des Moines, IA 50266
300925 $599,359,006 446 A percentage of AUM
Hourly charges
Fixed fees
HEACOCK & JONES FINANCIAL SERVICES, INC.
1545 Associates Drive, Suite 102, Dubuque, IA 52002
115762 $418,845,360 503 A percentage of AUM
Hourly charges
Fixed fees
RIA ADVISORY GROUP, LLC
500 Sw 7th Street, Suite 305 Des Moines, IA 50309
152566 $364,100,192 2964 A percentage of AUM
PRINCIPAL ADVISED SERVICES
655 9th Street, Des Moines, IA 50309
297324 $261,312,637 5035 A percentage of AUM
WEITZEL FINANCIAL SERVICES, INC.
2200 John F. Kennedy Road, Suite 103 Dubuque, IA 52002
27346 $209,206,357 1246 A percentage of AUM
Hourly charges
Fixed fees
LSB WEALTH MANAGEMENT
13523 University Ave, Clive, IA 50325
310466 $181,678,486 553 A percentage of AUM
Hourly charges
Fixed fees
Other (SUB-ADVISER RELATIONSHIPS)
CEDAR VALLEY WEALTH ADVISORS
411 Viking Road, Suite A Cedar Falls, IA 50613
115511 $178,768,983 331 A percentage of AUM
Hourly charges
Other (INITIAL ADMINISTRATIVE FEE; CONTRIBUTION AND DISTRIBUTION FEE)
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
1441 29th Street Ste 310, West Des Moines, IA 50266
307987 $177,168,000 976 A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES FROM OTHER ADVISORS)
CEDAR POINT CAPITAL PARTNERS, LLC
329 12th Ave Se, Suite 106 Cedar Rapids, IA 52401
317532 $136,470,159 896 A percentage of AUM
Hourly charges
Fixed fees
AEGIS WEALTH MANAGEMENT, INC.
317 State Street, Guthrie Center, IA 50115
301990 $120,610,723 1257 A percentage of AUM
Hourly charges
Fixed fees
Other (SHARES IN FEES PAID TO THIRD PARTY ADVISERS)
SITUSAMC REAL ESTATE VALUATION SERVICES, LLC
1075 Jordan Creek Parkway, Suite 240 West Des Moines, IA 50266
106747 $0 0 Hourly charges
Fixed fees

Additional Financial Advisors in Iowa

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Bradley L Shelman
Inquire with Bradley
1580 Mall Dr, Iowa City, IA 52240 319-337-9620
Bridgewater Advisors
Inquire with Bridgewater
340 W 5th St, Dubuque, IA 52001 563-556-1342
Brad Holland
Inquire with Brad
7155 Lake Dr, Ste 110 West Des Moines, IA 50266 515-697-7151
Aaron D Sannes
Inquire with Aaron
6919 Chancellor Dr, Ste A Cedar Falls, IA 50613 319-234-7000
Adam J Dean
Inquire with Adam
600 4th Street, Suite 1000 Sioux City, IA 51101 712-277-5351
Andrew Spielman
Inquire with Andrew
116 W 8th St, Spencer, IA 51301 712-262-1777
Barzen & Associates Wealth Advisors on Grand
Inquire with Barzen
2716 Grand Ave, Des Moines, IA 50312 515-274-3393
Bradford Martin
Inquire with Bradford
105 E Locust St, Ste 1 Bloomfield, IA 52537 641-664-2169
Brian C Losh
Inquire with Brian
7155 Lake Dr, Ste 110 West Des Moines, IA 50266 515-697-7151
Andrew Fober
Inquire with Andrew
2813 Terrace Dr, Cedar Falls, IA 50613 319-268-4334

Select other cities around Iowa to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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