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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Aavin Equity Advisors, LLC Cedar Rapids IA US 0.0 
Abundance Financial Coaching, LLC Davenport IA US 0.0 
Accel Wealth Management Cedar Falls IA US 273.3 
Accel Wealth Management LLC Cedar Falls IA USA 349.5 
Accelerateit, LLC Cedar Rapids IA US 0.0 
Advantage Investment Management, LLC Cedar Rapids IA US 563.8 
Aegon Usa Investment Management, LLC Cedar Rapids IA US 122191.5 
Afsc Advisors, Inc Council Bluffs IA US 12.5 
American Financial Management Limited Cedar Falls IA USA 70.2 
Atcapital Management Dubuque IA US 489.6 
Ausdal Financial Partners, Inc. Davenport IA USA 777.3 
Ballast Capital Advisors, LLC West Des Moines IA US 5.7 
Bela Capital LLC Des Moines IA US 0.0 
Believers Stewardship Service, Inc. Dubuque IA US 21.4 
Berthel Fisher & Company Financial Service, Inc. Cedar Rapids IA USA 585.9 
Bfc Planning, Inc. Cedar Rapids IA US 519.2 
Bia Financial Service, Inc. Clear Lake IA US 0.0 
Boyle Capital West Des Moines IA US 241.8 
Bradford Financial Center Clarion IA US 104.9 
Bridgepoint Capital Partners, LLC Des Moines IA US 0.0 
Brokers Financial Urbandale IA US 167.4 
Btc Capital Management Des Moines IA USA 3297.9 
Cambridge Investment Research Advisors, Inc. Fairfield IA USA 28721.7 
Capital View Wealth Management, LLC Des Moines IA US 140.0 
Carrie Houchins-witt Tax And Financial Service LLC Coralville IA US 0.0 
Cedar Valley Wealth Advisors Cedar Falls IA US 89.0 
Clarity Asset Management, Inc. Ames IA USA 140.2 
Compass Financial Service West Des Moines IA US 0.0 
Conscious Capital Cedar Rapids IA US 1.1 
Continuity Partners Group, LLC Fairfield IA US 0.0 
Core Capital Strategies Johnston IA US 14.7 
Cuna Brokerage Service, Inc. Waverly IA USA 1619.3 
Dewaay Capital Management West Des Moines IA US 92.0 
Dickinson Investment Advisors Council Bluffs IA US 119.4 
Diversified Financial Advisory Group, Inc. West Des Moines IA US 0.0 
Dmkc Advisory Service, LLC Des Moines IA US 260.5 
Domain, LLC. Spirit Lake IA US 1.2 
Edge Asset Management LLC Cedar Rapids IA US 7.0 
Ellevity Capital, Inc. Fairfield IA US 35.0 
Fbl Investment Management Service, Inc. West Des Moines IA US 357.0 
Fencl Advisory Service LLC Waterloo IA US 32.0 
Financial Design Service Inc Cedar Rapids IA US 24.0 
Financial Investments Research & Management LLC Coralville IA US 62.2 
Financial Planning Service Bettendort IA US 9.0 
Forrest Financial Service Des Moines IA US 55.0 
Fort Des Moines Financial Service, Inc. Des Moines IA US 51.7 
Fortress Wealth Management Urbandale IA US 5.0 
Foster Group, Inc. West Des Moines IA US 1562.0 
Fsb Premier Wealth Management, Inc. Waterloo IA US 13.0 
Gilbert & Cook, Inc. Des Moines IA USA 322.5 
Green Belt Bank & Trust Iowa Falls IA US 0.0 
Gremler Financial Group Des Moines IA US 0.0 
Hart Financial, LLC Des Moines IA US 73.0 
Hawkins Wealth Management North Liberty IA US 109.8 
Heacock & Jones Financial Service, Inc. Dubuque IA US 229.6 
Heartland Financial Service, Limited. Cedar Falls IA US 0.0 
Heartwood Investments, Inc. Waterloo IA US 48.8 
Hjn Advisors, LLP Des Moines IA USA 44.7 
Holmes Murphy And Associates, LLC West Des Moines IA US 0.0 
Honkamp Krueger Financial Service Inc Dubuque IA US 2333.8 
Horizon Consulting & Investment Service, Inc. Des Moines IA US 62.0 
Innovative Investment Solutions, Inc. Bettendorf IA US 2.0 
Investment Advisors Corporation West Des Moines IA US 651.2 
Investment Consulting Group Inc Davenport IA US 1463.6 
Iron Horse Wealth Management, LLC Johnston IA US 107.9 
Kane Company, P.c. Johnston IA US 68.6 
Kileen Diane Rezac, Sole Proprietor Marshalltown IA US 1.0 
Krp Financial Service, LLC Sioux City IA US 34.4 
Legacy Bridge, LLC West Des Moines IA US 160.9 
Legacy Financial Group, LLC Des Moines IA USA 272.3 
Liberty Centre Capital Management, LLC North Liberty IA US 0.0 
Lw Advisors, LLC. Des Moines IA US 24.6 
Marrs Wealth Management, LLC Ames IA US 149.8 
Midwest Financial Glidden IA US 108.2 
Midwest Financial Consultants, Inc. Des Moines IA US 0.0 
Midwest Growth Advisors, LLC West Des Moines IA US 0.0 
Midwestern Financial Group Iowa City IA US 12.1 
Miles Capital, Inc. West Des Moines IA US 4576.6 
Mokosak Advisory Group, LLC Urbandale IA USA 0.0 
Nations Financial Group, Inc. Cedar Rapids IA US 962.4 
Networth Advisors Waterloo IA US 12.7 
Nikulski Financial, Inc. Bettendorf IA USA 106.9 
Northwest Wealth Management, LLC Spencer IA US 343.1 
Palen Financial LLC Davenport IA US 15.5 
Passage Global Capital Management, LLC Bettendorf IA US 44.5 
Pecaut & Co. Sioux City IA US 160.6 
Performance Insurance And Financial Service Des Moines IA US 0.0 
Peterson Financial Group, Inc. West Des Moines IA US 25.9 
Plan2thrive Financial Service Davenport IA US 0.0 
Principal Ent Capital, LLC Des Moines IA US 4950.6 
Principal Financial Advisors, Inc. Des Moines IA US 0.0 
Principal Global Investors Des Moines IA US 177021.7 
Principal Management Corporation Des Moines IA US 190736.7 
Principal Real Estate Investors LLC Des Moines IA US 18395.1 
Principal Securities, Inc. Des Moines IA US 1916.2 
Professional Financial Advisors, LLC. Onawa IA US 0.0 
Prospective Value Partners LLC Des Moines IA US 11.6 
Quad-cities Investment Group, LLC Davenport IA US 138.5 
R.d.drenkow & Co., Inc. Waverly IA US 0.0 
Rda Financial Network Coralville IA US 381.7 
Real Estate Research Corporation Waverly IA US 0.0 
Retirement Planning Associates Cedar Rapids IA US 0.0 
Ria Advisory Group, LLC Des Moines IA US 87.7 
River Glen Private Capital, LLC West Des Moines IA US 0.0 
River Glen Wealth Counselors West Des Moines IA US 131.2 
Sherpa Investment Management West Des Moines IA USA 402.8 
Steele Capital Management, Inc. Dubuque IA US 1606.9 
Steeleworks Wealth Management Hiawatha IA US 15.0 
Stevenson Investment Management, Inc Coralville IA US 15.0 
Stonefield Investment Advisory, Inc. Cedar Rapids IA US 46.0 
Successful Resource Management, Limited. Urbandale IA US 62.0 
The Planners Professional Service, Inc. West Des Moines IA US 0.0 
The Way Point Advisory Group LLC Okoboji IA US 0.0 
True Financial Partners Bettendorf IA US 64.5 
True Wealth Nation Carroll IA US 0.0 
Tryon Investments, LLC North Liberty IA US 37.5 
Ts Capital, LLC Treynor IA US 18.4 
Tuve Investment Management, Inc. Waterloo IA US 104.0 
Valiant Wealth, LLC West Des Moines IA US 108.6 
Value Wealth Management LLC West Des Moines IA US 98.8 
Van Meter Associates, LLC Delhi IA US 21.9 
Visionpoint Advisory Group West Des Moines IA US 302.1 
Voya Financial Advisors, Inc. Des Moines IA USA 11150.8 
Wealth Advisors Of Iowa, LLC West Des Moines IA US 0.0 
Weis Advisory Clive IA US 52.0 
West Financial Advisors, LLC. Des Moines IA US 119.1 
Western Fraternal Life Wealth Management Inc. Cedar Rapids IA US 0.0 
Weston Global Equity Advisers, LLC West Des Moines IA US 0.0 
Woodlands Capital Management, LLC West Des Moines IA US 3.0 
World Trend Financial Planning Service, Limited. Cedar Rapids IA US 393.6 
Wyatt Earp Wealth Management West Des Moines IA US 17.8 
           
 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

The SEC regulates investment advisors that have over $100 million in assets under management. Investment advisors that do not meet this threshold are generally regulated by the state securities agency in the state where they have their principal place of business. This website provides information about both SEC- and state-registered investment advisor firms.

Investment advisors file Form ADV to register with the SEC or the states. Form ADV contains information about an investment advisor and its business operations.
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