Rialytix insights

Top RIA Firms in Cedar Rapids, Iowa

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Cedar Rapids, Iowa. This hub covers 11 matching firms with $119.2B in total reported AUM and median AUM of $883.8M.

Firms

Matching current profiles

Total AUM

$119.2B

Reported regulatory AUM

Median AUM

$883.8M

Across firms with AUM

Largest firm

$88.8B

Aegon Asset Management US

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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. 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
2. 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
3. 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
4. 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
5. 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
6. Basepoint Wealth, LLC CRD 289538 · Limited Liability Partnership	CEDAR RAPIDS, IA	$883.8M Feb 2026	+$218.8M+32.9%	+$365.8M+70.6%	+$592.8M+203.7%	—	+5 employees+26.3% over 3Y	+1,001 accounts+36.9% over 3Y
7. Aegon Real Assets US CRD 286438 · Limited Liability Company	CEDAR RAPIDS, IA	$394.5M Mar 2026	-$1.5B-79.2%	-$1.4B-78.1%	-$1.1B-73.8%	-$639.7M-61.9%	+11 employees+6.6% over 3Y	-12 accounts-36.4% over 3Y
8. Beacon Capital, LLC CRD 286316 · Limited Liability Company	CEDAR RAPIDS, IA	$278.3M Apr 2026	+$102.1M+57.9%	+$146.0M+110.4%	+$163.3M+142.0%	+$163.3M+142.0%	+1 employees+25.0% over 3Y	+83 accounts+9.6% over 3Y
9. Cedar Point Capital Partners, LLC CRD 317532 · Limited Liability Company	CEDAR RAPIDS, IA	$248.1M Mar 2026	+$73.2M+41.9%	+$111.6M+81.8%	—	—	+4 employees+133.3% over 3Y	+73 accounts+8.1% over 3Y
10. Bridgeway Wealth Management, LLC CRD 326547 · Limited Liability Company	CEDAR RAPIDS, IA	$164.6M Feb 2026	+$13.1M+8.7%	—	—	—	0 employees+0.0% over 1Y	+14 accounts+3.7% over 1Y
11. Stonefield Investment Advisory, INC. CRD 113802 · Corporation	CEDAR RAPIDS, IA	$120.3M Jan 2026	+$72.3M+150.5%	+$72.3M+150.5%	+$72.3M+150.5%	+$92.3M+329.5%	0 employees+0.0% over Total	+56 accounts+17.0% 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.