Top financial advisors in Clive, IA
We've curated a list of the best financial advisors in Clive, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $104,609,351 Number of advisors 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.
Get matched with an advisorMethodology
To find the top financial advisors in Clive, 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.
Acadia Legacy Group
Acadia Legacy Group, LLC is a registered investment adviser established in 2017, offering financial planning and asset management services. The firm, owned by Scott Snyder, operates as a fiduciary, ensuring clients' best interests are prioritized. Financial planning services cover estate planning, investment strategies, and more, with recommendations tailored to individual risk tolerance and financial objectives. Clients have the freedom to implement suggested investment decisions and choose service providers. Asset management services are provided on a discretionary basis, focusing on defining investment objectives and managing assets accordingly. The firm emphasizes a long-term, buy-and-hold investment approach, with periodic portfolio reviews and client meetings. Acadia Legacy Group charges fees based on assets under management, with a tiered fee structure. The firm does not charge performance-based fees and does not have a minimum account size requirement. Investment analysis methods include fundamental analysis, and the firm does not guarantee investment results. Clients have the option to use Charles Schwab & Co., Inc. as a custodian, with the firm recommending Schwab for its services and benefits. The firm's Chief Compliance Officer, Scott Snyder, oversees the supervision of all activities and conducts regular reviews of investment strategies and market conditions.
$104,609,351 under management
3 advisors
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)
Family Office Services
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 Clive, 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.