Top financial advisors in Ames, IA
We've curated a list of the best financial advisors in Ames, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $190,988,983 Number of advisors 5 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.
Get matched with an advisorMethodology
To find the top financial advisors in Ames, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Clarity Asset Management, Inc.
Clarity Asset Management, Inc. is a registered investment advisor founded in 1998 by Donald L. Erickson, ChFC®. The firm primarily serves individuals, high net worth individuals, families, trusts, estates, charitable organizations, and corporations. As a fiduciary, Clarity upholds a duty of loyalty, fairness, and good faith towards clients, aiming to mitigate conflicts of interest. Services include financial planning and investment management, with a long-term focus on diversified mutual funds, ETFs, and individual stocks. Clients have the opportunity to place restrictions on investments in their portfolios. The firm manages $222,356,689 in client assets as of December 31, 2024, on a discretionary basis. Fees for financial planning services are up to $500, negotiable based on complexity, while investment management fees are tiered based on assets under management. Clarity does not participate in wrap fee programs and does not charge performance-based fees. The firm emphasizes fundamental analysis and provides periodic educational seminars. Clients have the right to limit the sharing of personal information, and Clarity maintains physical, procedural, and electronic security measures to protect client data. For more information, clients can contact Clarity at 515-233-3152.
$190,988,983 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio 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.
Get matched with an advisorMethodology
To find the top financial advisors in Ames, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
It's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.