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Find The Best Financial Advisors in Iowa

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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 7 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 19 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

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Jason Thrap

Northwestern Mutual

515-697-4680

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Jim Wilterdink

360 Financial Planning Group

515-966-9333

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Paul Fokken

Royal Fund Management

605-695-6776

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Roger Abel

Premier Investments of Iowa, Inc.

319-363-3811

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Cory Watson

Private Wealth Management

319-524-2201

Top Financial Advisor Firms in Iowa (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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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