Rialytix insights

Top RIA Firms in Davenport, Iowa

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Davenport, Iowa. This hub covers 6 matching firms with $8.1B in total reported AUM and median AUM of $490.6M.

Firms

6

Matching current profiles

Total AUM

$8.1B

Reported regulatory AUM

Median AUM

$490.6M

Across firms with AUM

Largest firm

$3.7B

Ausdal Financial Partners, INC.

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent AUM1YR AUM3YR AUM5YR AUMTotal AUMEmployee SignalAccount Signal
1. 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
2. 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
3. Matheson & Rock Wealth Management, LLC
CRD 289603 · Limited Liability Company
DAVENPORT, IA$530.0M
Jan 2026
+$144.0M+37.3%+$211.0M+66.1%+$388.0M+273.2%+$420.0M+381.8%+1 employees+50.0% over 3Y+184 accounts+20.8% over 3Y
4. Wealthspan Partners, LLC
CRD 297712 · Limited Liability Company
DAVENPORT, IA$451.1M
Mar 2026
+$72.3M+19.1%+$226.6M+100.9%+$265.2M+142.7%+3 employees+100.0% over 3Y+499 accounts+44.9% over 3Y
5. Quad-Cities Investment Group, LLC
CRD 154113 · Limited Liability Company
DAVENPORT, IA$425.5M
Apr 2026
+$49.9M+13.3%+$132.5M+45.2%+$158.2M+59.2%+$300.5M+240.4%0 employees+0.0% over 3Y+231 accounts+17.6% over 3Y
6. Aot Invest LLC
CRD 319016 · Limited Liability Company
DAVENPORT, IA$93.9M
Apr 2026
+$44.8M+91.3%+$74.1M+373.8%+$78.8M+522.5%0 employees+0.0% over 3Y+1 accounts+100.0% 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.