Top financial advisors in Dubuque, IA
We've curated a list of the best financial advisors in Dubuque, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $2,308,127,776 Number of advisors 14 advisors | |||
| 2 | Assets under management $196,995,718 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 Dubuque, 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.
Steele 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 Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
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
Weitzel Financial Services, Inc.
Weitzel Financial Services, Inc. is a financial advisory firm based in Dubuque, Iowa. It currently has approximately $196,995,718 of assets under management and employs about 3 people. Weitzel Financial Services, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$196,995,718 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)
Selection Of Other Advisers
Educational Seminars/workshops
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 Dubuque, 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.
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