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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 6 vetted financial advisors and 810 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 17 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 GLOBAL INVESTORS, LLC 801 Grand Ave, Des Moines, IA, 50392-0001 | 109002 | $340,213,907,511 | 8616 | A percentage of AUM, Fixed fees, Performance Based, Other (CHARGE ON A COST ALLOCATION BASIS TO PRINCIPAL LIFE) |
| AEGON ASSET MANAGEMENT US 6300 C Street Sw, Cedar Rapids, IA, 52499-5338 | 114537 | $108,880,313,198 | 205 | A percentage of AUM, Fixed fees, Performance Based |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 1776 Pleasant Plain Rd., Fairfield, IA, 52556-8757 | 134139 | $82,247,302,732 | 382713 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based, Other (SOLICITATION FEES FROM 3RD PARTY MONEY MANAGERS) |
| 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 |
| PRINCIPAL SECURITIES, INC. 655 9th Street, Des Moines, IA, 50309 | 1137 | $11,438,676,101 | 44544 | A percentage of AUM, Hourly charges, Fixed fees, Other (SEMINAR FEES, SOLICITORS FEES, SUBSCRIPTION CONSULTING FEES) |
| CUNA BROKERAGE SERVICES, INC. 2000 Heritage Way, Waverly, IA, 50677 | 13941 | $5,790,352,615 | 20233 | A percentage of AUM, Hourly charges, Other (FINANCIAL PLANNING AND RETAINER FEES, EXP. REIMB., REV. SHARING) |
| AVANTAX PLANNING PARTNERS, INC. 3390 Asbury Road, Dubuque, IA, 52002-2801 | 106237 | $5,785,921,128 | 11624 | A percentage of AUM, Hourly charges, Fixed fees |
| SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC 8300 Mills Civic Parkway, West Des Moines, IA, 50266 | 321109 | $5,763,204,273 | 7 | A percentage of AUM |
| BTC CAPITAL MANAGEMENT 453 7th Street, Des Moines, IA, 50309-3702 | 127158 | $4,267,137,347 | 2263 | A percentage of AUM, Fixed fees |
| FOSTER GROUP, INC. 6601 Westown Parkway, Suite 100 West Des Moines, IA, 50266 | 107148 | $3,393,383,529 | 4626 | A percentage of AUM, Hourly charges, Fixed fees |
| NATIONS FINANCIAL GROUP, INC. 4000 River Ridge Drive Ne, Cedar Rapids, IA, 52402-7534 | 44181 | $2,932,512,290 | 8473 | A percentage of AUM, Fixed fees |
| STEELE CAPITAL MANAGEMENT, INC. 1000 Jackson Street, Suite 201 Dubuque, IA, 52001 | 107097 | $2,811,200,716 | 3800 | A percentage of AUM |
| 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 |
| BFC PLANNING, INC. 4201 42nd Street Ne, Suite 100 Cedar Rapids, IA, 52402 | 119682 | $1,955,791,103 | 9031 | A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEE) |
| AEGON REAL ASSETS US 6300 C Street Sw, Cedar Rapids, IA, 52499-5338 | 286438 | $1,800,489,550 | 33 | A percentage of AUM, Fixed fees, Performance Based, Other (REFER TO SCHEDULE D MISC) |
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 |
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