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Find Top Financial Advisors in Iowa

Iowa is home to a population of over 3.1 million residents and has a cost of living that is 10% lower than the national average. While this may be beneficial for Iowa residents's finances, it is important to seek the advice of an experienced and certified financial advisor to uncover economic growth opportunities. However, finding the right financial advisor can be a time-consuming task, with 4544 certified financial advisors located in the state. WiserAdvisor's list of ranked financial advisors and advisory firms are experienced in assisting clients in and around Iowa and can serve as a valuable starting point as you search for a trustworthy financial advisor. Our directory listing of vetted financial advisors and financial advisory firms has experience providing tailored guidance in financial planning, investment strategies, wealth management, retirement planning, estate planning, and more.

How To Find Trusted Financial Advisors in Iowa

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

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FINRA/SEC Registered Advisors

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Firm Name
PRINCIPAL ASSET MANAGEMENTDes Moines, IA
No. of Advisors1955
AUM$377,222,976,882
No. of Clients6824
Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (CHARGE ON A COST ALLOCATION BASIS TO PRINCIPAL LIFE)
Firm Name
PRINCIPAL REAL ESTATEDes Moines, IA
No. of Advisors645
AUM$93,913,367,327
No. of Clients643
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
AEGON ASSET MANAGEMENT USCedar Rapids, IA
No. of Advisors258
AUM$88,549,358,554
No. of Clients213
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Fairfield, IA
No. of Advisors3312
AUM$87,368,733,496
No. of Clients448526
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (SOLICITATION FEES FROM 3RD PARTY MONEY MANAGERS)
Firm Name
TRANSAMERICA RETIREMENT ADVISORS, LLCCedar Rapids, IA
No. of Advisors383
AUM$16,157,423,229
No. of Clients212836
Fee StructureA percentage of AUM, Fixed fees
Firm Name
PRINCIPAL SECURITIES, INC.Des Moines, IA
No. of Advisors1349
AUM$12,105,712,948
No. of Clients54844
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (SEMINAR FEES, SOLICITORS FEES, SUBSCRIPTION CONSULTING FEES)
Firm Name
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLCWest Des Moines, IA
No. of Advisors15
AUM$11,358,738,764
No. of Clients8
Fee StructureA percentage of AUM
Firm Name
AVANTAX PLANNING PARTNERS, INC.Dubuque, IA
No. of Advisors248
AUM$6,377,152,299
No. of Clients12286
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
BTC CAPITAL MANAGEMENTDes Moines, IA
No. of Advisors18
AUM$3,836,918,843
No. of Clients2543
Fee StructureA percentage of AUM, Fixed fees
Firm Name
NATIONS FINANCIAL GROUP, INC.Cedar Rapids, IA
No. of Advisors83
AUM$3,398,671,718
No. of Clients9857
Fee StructureA percentage of AUM, Fixed fees
Firm Name
FOSTER GROUP, INC.West Des Moines, IA
No. of Advisors81
AUM$3,238,513,168
No. of Clients4626
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
STEELE CAPITAL MANAGEMENT, INC.Dubuque, IA
No. of Advisors14
AUM$2,692,631,181
No. of Clients4060
Fee StructureA percentage of AUM
Firm Name
INVESTMENT CONSULTING GROUP INCDavenport, IA
No. of Advisors2
AUM$2,378,969,762
No. of Clients491
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
INTEGRITY ALLIANCE, LLCUrbandale, IA
No. of Advisors260
AUM$2,000,456,128
No. of Clients11566
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ASSETS MANAGED BY THIRD-PARTY ADVISOR FIRMS)
Firm Name
AEGON REAL ASSETS USCedar Rapids, IA
No. of Advisors170
AUM$1,898,014,176
No. of Clients33
Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (REFER TO SCHEDULE D MISC)

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