Best Financial Advisor Firms Iowa 2026

Written by AdvisorSearch.org

May 08, 2025

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, AdvisorSearch.org gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Iowa in 2024.

Best Firms in Iowa

Click any column header to sort the table, or click any firm to see a detailed review.

Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
1834 Investment Advisors Co		$2.2 billion	542	19	$4.1 million
ABG Consultants		$697.4 million	1,885	3	$369,953
Absolute Capital Management		$554.0 million	1,838	3	$301,389
Accredited Investors Wealth Management		$4.4 billion	947	4	$4.7 million
Acropolis Investment Management		$2.6 billion	1,045	36	$2.5 million
Adviceone Advisory Services		$2.0 billion	1,449	14	$1.4 million
Advisors Management Group		$819.6 million	1,918	12	$427,337
Apella Wealth		$9.8 billion	8,000	93	$1.2 million
Boyle Capital		$342.0 million	423	4	$808,403
Bruni J V & CO		$1.1 billion	386	2	$2.8 million
BSW Wealth Partners		$2.0 billion	440	20	$4.5 million
Cambridge Advisors		$693.5 million	287	4	$2.4 million
Cincinnati Asset Management		$2.5 billion	6,033	8	$419,616
Clarity Asset Management		$257.4 million	271	4	$949,649
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Clearstead; Clearstead Advisory Solutions		$33.9 billion	4,819	34	$7.0 million
Cookson Peirce Wealth Management		$2.6 billion	1,648	18	$1.6 million
Corda Investment Management		$2.0 billion	1,363	28	$1.5 million
Cornerstone Financial Group		$292.2 million	349	5	$837,358
Csenge Advisory Group		$3.2 billion	7,199	67	$440,300
EP Wealth Advisors		$35.6 billion	14,834	214	$2.4 million
Estabrook Capital Management		$933.3 million	767	5	$1.2 million
Evanson Asset Management		$5.9 billion	998	4	$5.9 million
Family Investment Center		$689.3 million	894	12	$771,051
Familywealth Asset Management		$180.9 million	424	4	$426,557
Financial Perspectives		$1.2 billion	737	14	$1.6 million
Flexible Plan Investments		$1.5 billion	10,885	5	$141,145
Forrest Financial Services		$154.0 million	100	2	$1.5 million
Foster Group		$4.8 billion	2,101	54	$2.3 million
Frontier Asset Management		$5.5 billion	3,240	11	$1.7 million
Future Capital		$2.0 billion	15,521	2	$129,876
Geowealth Management		$17.6 billion	51,018	20	$344,477
Godsey & Gibb Wealth Management		$1.6 billion	831	13	$1.9 million
Guideline Investments		$16.5 billion	87,973	2	$187,499
Guidestream Financial		$263.5 million	882	5	$298,711
Harvest Investment Services		$534.2 million	1,393	23	$383,492
Heck Capital Advisors		$11.3 billion	1,133	24	$10.0 million
Human Interest Advisors		$8.1 billion	831,446	2	$9,747
IAG Wealth Partners		$1.9 billion	2,356	15	$793,278
Interactive Financial Advisors		$240.4 million	1,307	33	$183,946
Investment Consulting Group		$2.8 billion	179	2	$15.9 million
JAG Capital Management		$1.9 billion	1,068	13	$1.8 million
JMG Financial Group		$7.5 billion	1,789	48	$4.2 million
Jnba Financial Advisors		$2.0 billion	1,115	31	$1.8 million
KCM Investment Advisors		$6.0 billion	1,598	7	$3.8 million
Klaas Financial Asset Advisors		$632.1 million	971	15	$651,010
Lutz Financial		$3.2 billion	1,031	14	$3.1 million
Mainstay Capital Management		$4.8 billion	3,381	16	$1.4 million
Marks Group Wealth Management		$2.0 billion	809	9	$2.5 million
Matson Money		$20.6 billion	30,142	8	$682,467
Mench Financial		$130.6 million	183	3	$713,532
Mendota Financial Group		$254.2 million	166	5	$1.5 million
Midwestern Financial Group		$172.8 million	135	3	$1.3 million
Miller Tabak Asset Management		$1.2 billion	936	2	$1.3 million
Minneapolis Portfolio Management Group		$1.1 billion	1,830	3	$601,838
Nicollet Investment Management		$532.5 million	315	7	$1.7 million
Novem Group		$1.7 billion	3,653	32	$470,200
Orgel Wealth Management		$9.5 billion	3,976	31	$2.4 million
Parallel Advisors		$10.3 billion	4,240	74	$2.4 million
Pecaut Wealth Management		$381.8 million	231	4	$1.7 million
Phillips and Company Advisors		$2.7 billion	1,273	13	$2.1 million
Plancorp		$8.4 billion	1,569	43	$5.4 million
Quad City Investment Center		$408.0 million	746	6	$546,869
Rocky Mountain Advisers		$3.1 billion	257	3	$12.3 million
Sage Advisory Services CO		$28.4 billion	14,363	40	$2.0 million
Sagewood Asset Management		$2.7 billion	257	3	$10.4 million
Shufro, Rose & Co		$2.5 billion	1,331	9	$1.9 million
Sigfig Wealth Management		$3.6 billion	106,361	4	$33,666
Silveroak Wealth Management		$1.7 billion	447	6	$3.8 million
Slavic Mutual Funds Management Corp		$5.0 billion	655	10	$7.6 million
SMI Advisory Services		$949.0 million	1,083	5	$876,269
Stack Financial Management		$2.0 billion	833	9	$2.4 million
Stadion Money Management		$2.7 billion	49,626	13	$54,178
Steele Capital Management		$3.5 billion	1,644	13	$2.2 million
Stonebridge Capital Advisors		$2.5 billion	1,674	13	$1.5 million
Symmetry Partners		$4.7 billion	8,909	17	$530,996
Tandem Investment Advisors		$3.5 billion	10,432	10	$330,798
The Mather Group		$13.4 billion	4,773	97	$2.8 million
The Patriot Financial Group		$2.6 billion	2,545	34	$1.0 million
The Planning Center		$1.4 billion	912	9	$1.5 million
Thomas J. Herzfeld Advisors		$890.4 million	300	3	$3.0 million
TJT Capital Group		$294.1 million	194	2	$1.5 million
TOM Johnson Investment Management		$1.6 billion	5,631	6	$289,928
Traynor Capital Management		$2.4 billion	1,590	6	$1.5 million
Valeo Financial Advisors		$13.0 billion	3,042	103	$4.3 million
Values First Advisors		$215.4 million	967	7	$222,771
Windsor Capital Management		$703.4 million	543	5	$1.3 million
Windward Wealth Strategies		$251.2 million	397	2	$632,836

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Methodology

Every month AdvisorSearch.org’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Iowa 2024.

Firm has:

• Jurisdiction in Iowa
• SEC registration
• No reported conflicts of interest*
• No reported disciplinary history
• At least 10 years in business
• Total clients: 100+
• Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by AdvisorSearch.org: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

About the Editorial Team

AdvisorSearch.org is your trustworthy guide to the world of financial advisors. Founded in 2018 as an unbiased resource, it empowers consumers to research and compare financial advisory firms with confidence.