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Top RIA Firms in Iowa
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Iowa. This hub covers 87 matching firms with $989.1B in total reported AUM and median AUM of $407.4M.
Firms
87
Matching current profiles
Total AUM
$989.1B
Reported regulatory AUM
Median AUM
$407.4M
Across firms with AUM
Largest firm
$427.7B
Principal Asset Management
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Principal Asset Management CRD 109002 · Limited Liability Company | DES MOINES, IA | $427.7B May 2026 | +$63.7B+17.5% | +$148.6B+53.2% | +$35.8B+9.1% | +$308.6B+259.1% | -531 employees-27.6% over 3Y | -5,487 accounts-40.2% over 3Y |
| 2. Cambridge Investment Research Advisors, INC. CRD 134139 · Corporation | FAIRFIELD, IA | $138.7B May 2026 | +$36.3B+35.4% | +$56.3B+68.3% | +$70.2B+102.5% | +$124.3B+866.1% | +175 employees+5.2% over 3Y | +146,905 accounts+31.8% over 3Y |
| 3. Sammons Financial Group Asset Management, LLC CRD 321109 · Limited Liability Company | WEST DES MOINES, IA | $122.0B Mar 2026 | +$12.3B+11.2% | +$115.5B+1774.2% | — | +$116.3B+2017.7% | +45 employees+300.0% over 3Y | +2 accounts+28.6% over 3Y |
| 4. Principal Real Estate CRD 109008 · Limited Liability Company | DES MOINES, IA | $105.6B May 2026 | +$6.2B+6.3% | +$12.0B+12.8% | +$75.9B+255.3% | +$96.8B+1097.9% | -7 employees-1.4% over 3Y | -841 accounts-55.3% over 3Y |
| 5. Aegon Asset Management US CRD 114537 · Limited Liability Company | CEDAR RAPIDS, IA | $88.8B Mar 2026 | +$249.8M+0.3% | -$20.1B-18.4% | -$12.2B-12.1% | -$24.7B-21.8% | -87 employees-28.6% over 3Y | -6 accounts-2.9% over 3Y |
| 6. Transamerica Retirement Advisors, LLC CRD 107319 · Limited Liability Company | CEDAR RAPIDS, IA | $18.8B Mar 2026 | +$2.7B+16.5% | +$8.5B+81.8% | +$10.1B+114.8% | +$14.4B+328.0% | +87 employees+28.0% over 3Y | +65,578 accounts+44.6% over 3Y |
| 7. Principal Securities, INC. CRD 1137 · Corporation | DES MOINES, IA | $17.0B Mar 2026 | +$2.2B+14.8% | +$7.6B+80.8% | +$7.7B+82.6% | +$16.3B+2245.1% | +34 employees+2.4% over 3Y | +22,906 accounts+49.7% over 3Y |
| 8. Avantax Planning Partners, INC. CRD 106237 · Corporation | DUBUQUE, IA | $7.6B Mar 2026 | +$636.2M+9.2% | +$2.1B+38.7% | +$3.0B+64.8% | +$6.6B+649.6% | +22 employees+9.2% over 3Y | +2,227 accounts+19.2% over 3Y |
| 9. Integrity Alliance, LLC CRD 139627 · Limited Liability Company | URBANDALE, IA | $5.4B May 2026 | +$3.0B+124.6% | +$4.1B+297.9% | +$4.5B+475.4% | +$5.3B+6175.3% | +176 employees+78.6% over 3Y | +11,334 accounts+124.4% over 3Y |
| 10. Foster Group, INC. CRD 107148 · Corporation | WEST DES MOINES, IA | $4.8B Mar 2026 | +$1.5B+47.5% | +$1.7B+54.9% | +$2.1B+80.9% | +$3.7B+324.9% | +18 employees+24.0% over 3Y | +1,578 accounts+27.4% over 3Y |
| 11. Nations Financial Group, INC. CRD 44181 · Corporation | CEDAR RAPIDS, IA | $4.8B Mar 2026 | +$1.4B+40.4% | +$1.8B+62.7% | +$3.2B+211.7% | +$4.5B+1807.1% | +13 employees+16.0% over 3Y | +2,062 accounts+24.3% over 3Y |
| 12. Btc Capital Management CRD 127158 · Corporation | DES MOINES, IA | $4.6B Mar 2026 | +$409.9M+9.8% | +$331.6M+7.8% | +$1.3B+41.3% | +$2.5B+115.2% | -1 employees-5.6% over 3Y | -64 accounts-2.8% over 3Y |
| 13. Bfc Planning, INC. CRD 119682 · Corporation | CEDAR RAPIDS, IA | $3.8B Mar 2026 | +$1.8B+89.5% | +$1.9B+96.4% | +$2.9B+289.1% | — | 0 employees+0.0% over 3Y | +4,143 accounts+45.9% over 3Y |
| 14. Ausdal Financial Partners, INC. CRD 7995 · Corporation | DAVENPORT, IA | $3.7B Apr 2026 | +$1.6B+74.9% | +$2.3B+163.7% | +$2.4B+178.5% | +$3.4B+1103.6% | -19 employees-5.8% over 3Y | +8,269 accounts+99.6% over 3Y |
| 15. Steele Capital Management, INC. CRD 107097 · Corporation | DUBUQUE, IA | $3.5B Mar 2026 | +$516.7M+17.0% | +$736.1M+26.2% | +$1.4B+63.2% | +$2.3B+196.0% | +2 employees+15.4% over 3Y | +618 accounts+16.3% over 3Y |
| 16. Investment Consulting Group INC CRD 106967 · Corporation | DAVENPORT, IA | $2.8B Mar 2026 | +$240.3M+9.2% | +$126.0M+4.6% | +$709.3M+33.3% | +$1.6B+136.7% | +4 employees+200.0% over 3Y | +38 accounts+8.2% over 3Y |
| 17. Gilbert & Cook, INC. CRD 283112 · Corporation | WEST DES MOINES, IA | $1.7B May 2026 | +$336.5M+24.7% | +$724.5M+74.4% | +$904.9M+114.1% | — | 0 employees+0.0% over 3Y | +1,144 accounts+43.2% over 3Y |
| 18. Principal Advised Services CRD 297324 · Limited Liability Company | DES MOINES, IA | $1.4B May 2026 | +$535.6M+60.4% | +$1.1B+303.6% | +$1.3B+1198.5% | — | +268 employees+233.0% over 3Y | +14,794 accounts+176.8% over 3Y |
| 19. Accel Wealth Management CRD 286201 · Limited Liability Company | WAVERLY, IA | $1.1B Mar 2026 | +$173.8M+17.8% | +$324.5M+39.4% | +$532.7M+86.6% | — | -2 employees-9.5% over 3Y | +853 accounts+43.4% over 3Y |
| 20. Integrity Advisory Solutions CRD 288817 · Limited Liability Company | DALLAS, IA | $1.1B May 2026 | +$591.2M+115.4% | +$974.6M+756.3% | — | +$983.3M+818.1% | +95 employees+527.8% over 3Y | +3,062 accounts+283.3% over 3Y |
| 21. Northwest Wealth Management, LLC CRD 152816 · Limited Liability Company | SPENCER, IA | $1.0B Mar 2026 | +$166.1M+19.2% | +$426.0M+70.4% | +$495.6M+92.5% | +$928.8M+905.5% | +1 employees+4.0% over 3Y | +618 accounts+16.9% over 3Y |
| 22. Legacy Financial Group CRD 154927 · Limited Liability Company | DES MOINES, IA | $1.0B May 2026 | +$167.2M+19.9% | +$402.9M+66.6% | +$415.9M+70.3% | +$905.8M+889.6% | +2 employees+12.5% over 3Y | +275 accounts+7.1% over 3Y |
| 23. Syverson Strege CRD 109228 · Corporation | WEST DES MOINES, IA | $910.8M May 2026 | +$10.4M+1.2% | +$245.1M+36.8% | +$329.8M+56.8% | +$625.4M+219.1% | +1 employees+7.1% over 3Y | +6 accounts+0.3% over 3Y |
| 24. Berthel Fisher & Company Financial Services, INC. CRD 13609 · Corporation | CEDAR RAPIDS, IA | $906.4M Mar 2026 | +$108.3M+13.6% | -$63.8M-6.6% | +$218.5M+31.8% | +$276.0M+43.8% | 0 employees+0.0% over 3Y | -787 accounts-19.0% over 3Y |
| 25. Dmkc Advisory Services, LLC CRD 145112 · Limited Liability Company | DES MOINES, IA | $902.5M Mar 2026 | +$340.0M+60.4% | +$362.4M+67.1% | +$511.9M+131.0% | +$753.7M+506.4% | 0 employees+0.0% over 3Y | +258 accounts+37.5% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.