Best Financial Advisor Firms Iowa 2025

Written by AdvisorSearch.org

March 07, 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		$576.3 million	2,898	3	$198,872
Accredited Investors Wealth Management		$3.7 billion	900	4	$4.1 million
Acropolis Investment Management		$2.2 billion	1,026	36	$2.1 million
Advance Capital Management		$4.5 billion	6,882	31	$654,525
Adviceone Advisory Services		$1.7 billion	1,345	17	$1.2 million
Advisors Management Group		$712.6 million	1,931	12	$369,038
Baxter Investment Management		$1.0 billion	434	5	$2.3 million
Boyle Capital		$298.3 million	425	4	$701,789
Bruni J V & CO		$946.9 million	385	2	$2.5 million
BSW Wealth Partners		$2.0 billion	440	20	$4.5 million
Cambridge Advisors		$622.0 million	270	4	$2.3 million
Cincinnati Asset Management		$2.4 billion	6,163	8	$392,865
Clarity Asset Management		$222.4 million	267	4	$832,796
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$24.3 billion	4,635	34	$5.2 million
Cookson Peirce Wealth Management		$2.3 billion	1,241	8	$1.9 million
Corda Investment Management		$1.7 billion	1,332	27	$1.3 million
Csenge Advisory Group		$2.9 billion	6,312	76	$456,699
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Estabrook Capital Management		$873.4 million	771	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		$1.5 billion	10,885	5	$141,145
Foster Group		$3.5 billion	1,829	48	$1.9 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		$1.4 billion	807	13	$1.7 million
Guidestream Financial		$217.2 million	836	5	$259,868
Harvest Investment Services		$534.2 million	1,393	23	$383,492
Heck Capital Advisors		$9.7 billion	1,160	20	$8.3 million
IAG Wealth Partners		$1.6 billion	2,229	14	$711,237
Interactive Financial Advisors		$337.8 million	2,151	37	$157,035
Investment Consulting Group		$2.6 billion	184	2	$14.1 million
JAG Capital Management		$1.7 billion	964	12	$1.8 million
JMG Financial Group		$6.4 billion	1,665	41	$3.8 million
Jnba Financial Advisors		$1.7 billion	1,091	29	$1.5 million
KCM Investment Advisors		$5.9 billion	1,694	7	$3.5 million
Klaas Financial Asset Advisors		$632.1 million	971	12	$651,010
Lutz Financial		$2.6 billion	881	10	$3.0 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		$121.2 million	184	3	$658,703
Mendota Financial Group		$254.6 million	171	5	$1.5 million
Miller Tabak Asset Management		$1.4 billion	1,099	1	$1.2 million
Minneapolis Portfolio Management Group		$900.6 million	1,782	3	$505,396
Mitchell Capital Management CO		$861.0 million	316	5	$2.7 million
Nicollet Investment Management		$526.7 million	308	8	$1.7 million
Novem Group		$1.4 billion	3,399	32	$415,899
Orgel Wealth Management		$8.1 billion	3,911	31	$2.1 million
Parallel Advisors		$8.7 billion	3,868	65	$2.3 million
Pecaut Wealth Management		$350.5 million	220	4	$1.6 million
Quad City Investment Center		$308.6 million	615	6	$501,832
Sage Advisory Services CO		$25.0 billion	12,206	40	$2.0 million
Shufro, Rose & Co		$2.2 billion	1,338	9	$1.6 million
Sigfig Wealth Management		$3.0 billion	87,480	4	$33,981
Slavic Mutual Funds Management Corp		$4.5 billion	737	13	$6.1 million
SMI Advisory Services		$840.0 million	995	5	$844,221
Smith Anglin Financial		$2.0 billion	1,400	16	$1.4 million
Stack Financial Management		$1.9 billion	851	10	$2.2 million
Stadion Money Management		$2.5 billion	47,926	14	$51,502
Steele Capital Management		$3.0 billion	1,601	11	$1.9 million
Stonebridge Capital Advisors		$2.0 billion	1,494	14	$1.4 million
Symmetry Partners		$5.7 billion	10,451	11	$547,194
Tandem Investment Advisors		$3.4 billion	10,162	10	$330,549
The Mather Group		$11.7 billion	4,260	103	$2.7 million
The Planning Center		$1.2 billion	923	8	$1.3 million
TJT Capital Group		$294.1 million	194	2	$1.5 million
TOM Johnson Investment Management		$1.6 billion	5,871	6	$277,444
Traynor Capital Management		$1.8 billion	985	6	$1.9 million
True Measure Wealth Management		$219.8 million	105	1	$2.1 million
Valeo Financial Advisors		$10.6 billion	3,037	97	$3.5 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.