Top financial advisors in Davenport, IA
We’ve curated a list of the best financial advisors in Davenport, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$286,000,000
Number of advisors
2 advisors
| $286,000,000 | 2 advisors | |
| 2 |
Assets under management
$219,011,720
Number of advisors
3 advisors
| $219,011,720 | 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 Davenport, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Davenport. 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.
Matheson & Rock Wealth Management, LLC
Matheson & Rock Wealth Management, LLC, founded in 2017, is a fee-based investment management firm owned by Michael Matheson (47%), John Rock (47%), Judy DelVecchio (5%), and Dean Rock (1%). The firm offers asset management services with clients making final investment decisions and does not act as a custodian of client assets. They provide tailored services based on client goals and may impose restrictions on investments. Matheson & Rock does not sponsor wrap fee programs and had $330 million in discretionary assets and $105 million in non-discretionary assets as of December 31, 2024. For asset management, fees are charged based on a tiered schedule ranging from 0.25% to 1.00% annually, billed quarterly. The firm also offers ERISA plan services with fees based on total plan assets. John Rock, a registered representative of Private Client Services, LLC, receives external compensation for securities sales but does not charge advisory fees for these services. The firm does not use performance-based fees to avoid conflicts of interest. Matheson & Rock generally advises individuals, high net worth individuals, and ERISA plans, with no minimum account size required. Their investment strategies include fundamental analysis, with a focus on managing risks associated with market, interest rate, inflation, currency, and other factors. Clients receive quarterly account statements and have the option to terminate services with written notice. Matheson & Rock does not vote proxies on client securities. The firm has no disciplinary history or financial conditions impairing its ability to meet client commitments. Supervised by Judy DelVecchio, the firm maintains a Code of Ethics to ensure client interests are prioritized. John Rock, also a registered representative, receives commissions on securities sold.
$286,000,000 under management
2 advisors
Fee structure
A percentage of assets under your management
% OF PLAN ASSETS
Services offered
Portfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesWealthspan Partners, LLC
Wealthspan Partners, LLC is a financial advisory firm based in Davenport, Iowa. It currently has approximately $219,011,720 of assets under management and employs about 3 people. Wealthspan Partners, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$219,011,720 under management
3 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 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 Davenport, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Davenport. 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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