RIAs in Cedar Rapids, Iowa
Explore 11 RIAs headquartered in Cedar Rapids, with $119.2B in combined reported AUM.
RIAs11Headquartered here
Total AUM$119.2BReported regulatory AUM
Total Employees1,227Reported by these RIAs
% of Total State AUM12.0%% Of total State AUM Reported
All RIAs in Cedar Rapids
11 RIAsShowing 1–11 of 11 RIAs
Aegon Asset Management Us
CEDAR RAPIDS, IAReported AUM$88.8B
Employees217
74.5% of city AUMView RIA ↗
Transamerica Retirement Advisors, LLC
CEDAR RAPIDS, IAReported AUM$18.8B
Employees398
15.8% of city AUMView RIA ↗
Nations Financial Group, Inc.
CEDAR RAPIDS, IAReported AUM$4.8B
Employees94
4.0% of city AUMView RIA ↗
Bfc Planning, Inc.
CEDAR RAPIDS, IAReported AUM$3.8B
Employees200
3.2% of city AUMView RIA ↗
Berthel Fisher & Company Financial Services, Inc.
CEDAR RAPIDS, IAReported AUM$906.4M
Employees100
0.8% of city AUMView RIA ↗
Basepoint Wealth, LLC
CEDAR RAPIDS, IAReported AUM$883.8M
Employees24
0.7% of city AUMView RIA ↗
Aegon Real Assets Us
CEDAR RAPIDS, IAReported AUM$394.5M
Employees178
0.3% of city AUMView RIA ↗
Beacon Capital, LLC
CEDAR RAPIDS, IAReported AUM$278.3M
Employees5
0.2% of city AUMView RIA ↗
Cedar Point Capital Partners, LLC
CEDAR RAPIDS, IAReported AUM$248.1M
Employees7
0.2% of city AUMView RIA ↗
Bridgeway Wealth Management, LLC
CEDAR RAPIDS, IAReported AUM$164.6M
Employees2
0.1% of city AUMView RIA ↗
Stonefield Investment Advisory, Inc.
CEDAR RAPIDS, IAReported AUM$120.3M
Employees2
0.1% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.