Top 10 financial advisors in Iowa
We’ve curated a list of the best financial advisors in Iowa, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$2,964,084,793
Number of advisors
75 advisors
| $2,964,084,793 | 75 advisors | |
| 2 |
Assets under management
$2,308,127,776
Number of advisors
14 advisors
| $2,308,127,776 | 14 advisors | |
| 3 |
Assets under management
$2,022,025,491
Number of advisors
85 advisors
| $2,022,025,491 | 85 advisors | |
| 4 |
Assets under management
$1,295,999,333
Number of advisors
200 advisors
| $1,295,999,333 | 200 advisors | |
| 5 |
Assets under management
$926,236,729
Number of advisors
42 advisors
| $926,236,729 | 42 advisors | |
| 6 |
Assets under management
$726,274,366
Number of advisors
18 advisors
| $726,274,366 | 18 advisors | |
| 7 |
Assets under management
$518,673,688
Number of advisors
14 advisors
| $518,673,688 | 14 advisors | |
| 8 |
Assets under management
$415,682,227
Number of advisors
4 advisors
| $415,682,227 | 4 advisors | |
| 9 |
Assets under management
$402,271,974
Number of advisors
13 advisors
| $402,271,974 | 13 advisors | |
| 10 |
Assets under management
$353,424,416
Number of advisors
3 advisors
| $353,424,416 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Iowa, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Iowa. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Foster Group, Inc.
Foster Group, Inc. is a financial advisory firm based in West Des Moines, Iowa. It currently has approximately $2,964,084,793 of assets under management and employs about 75 people. Foster Group, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$2,964,084,793 under management
75 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSteele Capital Management, Inc.
Steele Capital Management, Inc. is a registered investment adviser established in 1995, committed to serving clients with transparent pricing and minimizing conflicts of interest. The firm, primarily owned by Michael Steele, offers independent fee-only investment advisory services to individuals and company-sponsored retirement plans. As fiduciaries, they must act in clients' best interests, providing prudent and loyal advice, transparent fee structures, and disclosure of conflicts of interest. SCM manages over $3 billion in assets, offering tailored investment portfolios based on client goals and risk profiles. Clients can engage SCM for discretionary or non-discretionary asset management, financial planning, and retirement plan consulting services. The firm's investment strategies focus on long-term investing, asset allocation, and diversification, primarily utilizing low-fee, tax-advantaged investments. SCM does not charge performance-based fees and serves various client types, including high net worth individuals, corporations, and charitable institutions. The firm's investment analysis includes qualitative and quantitative factors, periodic portfolio rebalancing, and risk management strategies. Clients receive quarterly performance reports and have the option to review their accounts annually. SCM exercises proxy voting authority over client securities and maintains strict privacy policies to protect clients' non-public personal and financial information.
$2,308,127,776 under management
14 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesNations Financial Group, Inc.
Nations Financial Group, Inc. is a financial advisory firm based in Cedar Rapids, Iowa. It currently has approximately $2,022,025,491 of assets under management and employs about 85 people. Nations Financial Group, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
$2,022,025,491 under management
85 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersBfc Planning, Inc.
Bfc Planning, Inc. is a financial advisory firm based in Cedar Rapids, Iowa. It currently has approximately $1,295,999,333 of assets under management and employs about 200 people. Bfc Planning, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and solicitor fee.
$1,295,999,333 under management
200 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SOLICITOR FEE
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersPrivate Wealth Asset Management
Private Wealth Asset Management is a financial advisory firm based in Cedar Rapids, Iowa. It currently has approximately $926,236,729 of assets under management and employs about 42 people. Private Wealth Asset Management uses a fee structure of a percentage of assets under your management and fixed fees.
$926,236,729 under management
42 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers401k Advisory ServicesLegacy Financial Group
Legacy Financial Group is a financial advisory firm based in Des Moines, Iowa. It currently has approximately $726,274,366 of assets under management and employs about 18 people. Legacy Financial Group uses a fee structure of a percentage of assets under your management, hourly charges and financial education program fees.
$726,274,366 under management
18 advisors
Fee structure
A percentage of assets under your management
Hourly charges
FINANCIAL EDUCATION PROGRAM FEES
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersEducational Seminars/workshopsSyverson Strege
Syverson Strege is a financial advisory firm based in West Des Moines, Iowa. It currently has approximately $518,673,688 of assets under management and employs about 14 people. Syverson Strege uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$518,673,688 under management
14 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersSelection Of Other Advisers Through Third PartyDynamic Financial Group
Dynamic Financial Group, LLC is an investment advisory firm based in Cedar Falls, Iowa, established in 2017. The firm specializes in providing asset management and financial planning services for individuals, high net worth individuals, trusts, estates, charitable organizations, and various business entities. As a fiduciary, the firm is committed to acting in the best interest of its clients. Dynamic Financial Group offers Comprehensive Portfolio Management services, including asset management, financial planning, and consulting. The firm's investment strategies include alternative investments, asset allocation, individual stocks, long-term purchases, and fixed income securities. Clients' accounts are managed on a discretionary basis, with annual reviews conducted to ensure alignment with investment objectives. The firm charges a maximum annual fee of 2.00% for its services, billed quarterly in advance based on account values. Dynamic Financial Group does not offer performance-based fees, and clients have the option to place reasonable restrictions on their investments. The firm does not accept proxy authority to vote client securities and does not provide financial information in the brochure due to specific criteria not being applicable. For further details, clients are encouraged to contact the firm directly.
$415,682,227 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Dmkc Advisory Services, LLC
Dmkc Advisory Services, LLC is a financial advisory firm based in Des Moines, Iowa. It currently has approximately $402,271,974 of assets under management and employs about 13 people. Dmkc Advisory Services, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
$402,271,974 under management
13 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Dickinson Investment Advisors
Dickinson Investment Advisors, established in 1998, is a registered investment advisor specializing in asset management services. The firm offers Tailored Relationship Services, Supervised Portfolios Services, and Investment Supervisory Services. Clients appoint the firm as their investment adviser, with accounts held by qualified custodians. Investment strategies include long-term purchases, short-term purchases, trading, short sales, margin transactions, and option writing. The firm uses fundamental analysis to guide investment decisions and aims to allocate funds across various asset classes. Dickinson Advisors charges fees based on a percentage of assets under management, with negotiable rates depending on various factors. The firm does not charge performance-based fees. Clients receive quarterly reports summarizing account performance, balances, and holdings. The firm may pay referral fees to promoters and compensation to employees who secure clients. Dickinson Advisors does not have custody of client funds and securities, which are held by independent custodians like Charles Schwab & Co., Inc. Clients receive account statements directly from custodians. The firm may offer assistance with proxy voting upon client request but generally does not have authority to vote proxies. Dickinson Advisors does not require advance payment of fees exceeding $1200 per client and has not been subject to bankruptcy in the past ten years.
$353,424,416 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Iowa, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Iowa. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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