Best Financial Advisor Firms Iowa 2025

Written by AdvisorSearch.org

February 05, 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
ABG Consultants		$511.9 million	1,984	3	$257,991
Accredited Investors Wealth Management		$3.4 billion	597	4	$5.6 million
Advance Capital Management		$4.0 billion	7,015	30	$573,554
Adviceone Advisory Services		$1.4 billion	1,290	13	$1.1 million
Advisors Management Group		$614.5 million	1,909	11	$321,908
Baxter Investment Management		$915.1 million	416	5	$2.2 million
Boyle Capital		$241.8 million	448	5	$539,788
Bruni J V & CO		$865.3 million	388	2	$2.2 million
BSW Wealth Partners		$1.8 billion	416	21	$4.4 million
Cambridge Advisors		$557.9 million	262	3	$2.1 million
Capwealth Advisors		$1.4 billion	834	1	$1.6 million
Cincinnati Asset Management		$2.4 billion	6,312	8	$378,975
Clarity Asset Management		$204.3 million	265	4	$770,834
Clark Capital Management Group		$25.9 billion	30,934	24	$838,262
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$22.4 billion	4,264	28	$5.2 million
Cookson Peirce Wealth Management		$1.9 billion	920	17	$2.1 million
Corda Investment Management		$1.7 billion	1,332	27	$1.3 million
Csenge Advisory Group		$2.8 billion	5,630	76	$488,978
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Estabrook Capital Management		$863.7 million	794	5	$1.1 million
Evanson Asset Management		$5.1 billion	1,005	5	$5.1 million
Family Investment Center		$595.9 million	858	9	$694,573
Familywealth Asset Management		$175.1 million	412	4	$424,887
Flexible Plan Investments		$1.4 billion	11,773	6	$120,660
Foster Group		$3.2 billion	1,840	47	$1.8 million
Freedom Investment Management		$2.0 billion	9,859	17	$204,068
Frontier Asset Management		$5.3 billion	3,525	13	$1.5 million
Future Capital		$962.5 million	12,768	2	$75,386
Geowealth Management		$12.3 billion	49,816	20	$247,576
Godsey & Gibb Wealth Management		$1.3 billion	799	9	$1.6 million
Grimes & Company		$4.9 billion	3,599	30	$1.3 million
Harvest Investment Services		$281.7 million	1,195	21	$235,699
IAG Wealth Partners		$1.3 billion	2,070	13	$644,241
Interactive Financial Advisors		$284.9 million	2,437	36	$116,922
Investment Consulting Group		$2.4 billion	195	2	$12.2 million
JAG Capital Management		$1.6 billion	895	12	$1.7 million
JMG Financial Group		$5.4 billion	1,552	37	$3.5 million
Jnba Financial Advisors		$1.5 billion	1,027	29	$1.5 million
Klaas Financial Asset Advisors		$568.6 million	965	12	$589,253
Lutz Financial		$2.3 billion	801	10	$2.8 million
Mainstay Capital Management		$4.2 billion	3,441	15	$1.2 million
Marks Group Wealth Management		$2.0 billion	784	9	$2.5 million
Matson Money		$19.6 billion	30,605	9	$641,967
Mench Financial		$126.7 million	236	3	$536,935
Mendota Financial Group		$431.1 million	247	6	$1.7 million
Merit Financial Advisors		$7.3 billion	11,475	139	$631,994
Miller Tabak Asset Management		$1.4 billion	1,099	1	$1.2 million
Minneapolis Portfolio Management Group		$889.0 million	1,879	3	$473,102
Mitchell Capital Management CO		$762.7 million	291	5	$2.6 million
Nicollet Investment Management		$477.0 million	310	8	$1.5 million
Novem Group		$1.2 billion	3,033	29	$385,964
Orgel Wealth Management		$7.1 billion	3,813	31	$1.9 million
Parallel Advisors		$7.1 billion	3,658	63	$1.9 million
Pecaut Wealth Management		$350.5 million	220	4	$1.6 million
Quad City Investment Center		$245.2 million	505	6	$485,583
Sage Advisory Services CO		$22.7 billion	8,128	38	$2.8 million
Shufro, Rose & Co		$2.0 billion	1,269	9	$1.6 million
Sigfig Wealth Management		$2.8 billion	79,642	4	$35,120
Slavic Mutual Funds Management Corp		$5.6 billion	1,098	13	$5.1 million
SMI Advisory Services		$840.0 million	995	5	$844,221
Smith Anglin Financial		$1.6 billion	1,254	16	$1.3 million
Stack Financial Management		$1.8 billion	860	10	$2.1 million
Stadion Money Management		$2.3 billion	50,984	15	$45,756
Steele Capital Management		$2.7 billion	1,579	11	$1.7 million
Stonebridge Capital Advisors		$2.0 billion	1,494	14	$1.4 million
Symmetry Partners		$5.9 billion	11,453	15	$513,352
Tandem Investment Advisors		$3.2 billion	9,811	9	$330,206
The Mather Group		$10.5 billion	4,245	91	$2.5 million
The Planning Center		$1.1 billion	928	9	$1.2 million
TJT Capital Group		$314.7 million	307	3	$1.0 million
TOM Johnson Investment Management		$1.5 billion	5,627	6	$267,561
Traynor Capital Management		$1.2 billion	1,003	4	$1.2 million
True Measure Wealth Management		$219.8 million	105	1	$2.1 million
Values First Advisors		$202.0 million	1,006	8	$200,752
Windsor Capital Management		$665.0 million	561	5	$1.2 million

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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.