RIAs in Urbandale, Iowa
Explore 5 RIAs headquartered in Urbandale, with $6.8B in combined reported AUM.
RIAs5Headquartered here
Total AUM$6.8BReported regulatory AUM
Total Employees456Reported by these RIAs
% of Total State AUM0.7%% Of total State AUM Reported
All RIAs in Urbandale
5 RIAsShowing 1–5 of 5 RIAs
Integrity Alliance, LLC
URBANDALE, IAReported AUM$5.4B
Employees400
79.3% of city AUMView RIA ↗
Independent Wealth Network, Inc.
URBANDALE, IAReported AUM$518.4M
Employees37
7.6% of city AUMView RIA ↗
Mokosak Advisory Group, LLC
URBANDALE, IAReported AUM$413.9M
Employees4
6.1% of city AUMView RIA ↗
Wilon Wealth Management
URBANDALE, IAReported AUM$264.1M
Employees8
3.9% of city AUMView RIA ↗
Ao Wealth Advisory
URBANDALE, IAReported AUM$213.2M
Employees7
3.1% 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.