Top 8 advisors in Cedar Rapids
We’ve curated a list of the best financial advisors in Cedar Rapids, take a look at it below
Find an advisor in Cedar Rapids1. Nations Financial Group, Inc.
Assets under management
$2,022,025,491
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
2. Bfc Planning, Inc.
Assets under management
$1,295,999,333
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SOLICITOR FEE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
3. Private Wealth Asset Management
Assets under management
$926,236,729
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
401k Advisory Services
4. Berthel Fisher & Company Financial Services, Inc.
Assets under management
$332,411,895
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
5. Cedar Point Capital Partners, LLC
Assets under management
$174,414,403
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Portfolio Monitoring
6. Beacon Capital, LLC
Assets under management
$158,140,872
Fee structure
A percentage of assets under your management
REFERRAL FEES
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Stonefield Investment Advisory, Inc.
Assets under management
$64,000,000
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
8. World Trend Financial Planning Services, Ltd.
Assets under management
$15,296,414
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
How we came up with this list
To generate our top financial advisors list in Cedar Rapids, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cedar Rapids. 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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Your first meeting is free.