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How To Find The Best Financial Advisors in Iowa
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Iowa, FinancialAdvisor.net is a useful resource. We've compiled a list of the 8 vetted financial advisors and non-vetted financial advisors in Iowa, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Iowa have an average of 22 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Iowa
319-373-4124
Top Financial Advisor Firms in Iowa (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| PRINCIPAL ASSET MANAGEMENT 801 Grand Ave, Des Moines, IA, 50392-0001 | 109002 | $279,108,496,692 | 13656 | A Percentage of AUM, Fixed Fees, Performance Based, Other (CHARGE ON A COST ALLOCATION BASIS TO PRINCIPAL LIFE) |
| PRINCIPAL REAL ESTATE 801 Grand Ave, Des Moines, IA, 50392-0001 | 109008 | $93,670,595,774 | 1522 | A Percentage of AUM, Fixed Fees, Performance Based |
| AEGON ASSET MANAGEMENT US 6300 C Street Sw, Cedar Rapids, IA, 52499-5338 | 114537 | $87,349,594,698 | 210 | A Percentage of AUM, Fixed Fees, Performance Based |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 1776 Pleasant Plain Rd., Fairfield, IA, 52556-8757 | 134139 | $82,427,818,654 | 461370 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (SOLICITATION FEES FROM 3RD PARTY MONEY MANAGERS) |
| PRINCIPAL SECURITIES, INC. 711 High Street, Des Moines, IA, 50392 | 1137 | $9,416,854,861 | 46075 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SEMINAR FEES, SOLICITORS FEES, SUBSCRIPTION CONSULTING FEES) |
| SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC 8300 Mills Civic Parkway, West Des Moines, IA, 50266 | 321109 | $6,512,036,820 | 7 | A Percentage of AUM |
| AVANTAX PLANNING PARTNERS, INC. 3390 Asbury Road, Dubuque, IA, 52002-2801 | 106237 | $5,456,488,469 | 11570 | A Percentage of AUM, Hourly charges, Fixed Fees |
| BTC CAPITAL MANAGEMENT 453 7th Street, Des Moines, IA, 50309-3702 | 127158 | $3,621,197,368 | 2310 | A Percentage of AUM, Fixed Fees |
| FOSTER GROUP, INC. 6601 Westown Parkway, Suite 100 West Des Moines, IA, 50266 | 107148 | $3,083,295,163 | 5768 | A Percentage of AUM, Hourly charges, Fixed Fees |
| NATIONS FINANCIAL GROUP, INC. 3925 Fountains Blvd Ne, Suite 200 Cedar Rapids, IA, 52411 | 44181 | $3,011,458,350 | 9788 | A Percentage of AUM, Fixed Fees |
| STEELE CAPITAL MANAGEMENT, INC. 1000 Jackson Street, Suite 201 Dubuque, IA, 52001 | 107097 | $2,330,408,674 | 3911 | A Percentage of AUM |
| INVESTMENT CONSULTING GROUP INC 5117 Jersey Ridge Road, Suite 1, Davenport, IA, 52807 | 106967 | $2,104,639,015 | 487 | A Percentage of AUM, Fixed Fees |
| AEGON REAL ASSETS US 6300 C Street Sw, Cedar Rapids, IA, 52499-5338 | 286438 | $1,925,716,973 | 33 | A Percentage of AUM, Fixed Fees, Performance Based, Other (REFER TO SCHEDULE D MISC) |
| BFC PLANNING, INC. 4201 42nd Street Ne, Suite 100 Cedar Rapids, IA, 52402 | 119682 | $1,477,309,181 | 8990 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEE) |
| AUSDAL FINANCIAL PARTNERS, INC. 5187 Utica Ridge Rd, Davenport, IA, 52807 | 7995 | $1,415,697,036 | 8303 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (REVENUE SHARING) |
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