Firms by city
Registered investment advisers in Davenport, IA
6 SEC-registered advisers headquartered in Davenport, listed by regulatory assets under management as reported on Form ADV.
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6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Ausdal Financial Partners | Davenport, IA | $3.73B |
| Investment Consulting Group | Davenport, IA | $2.84B |
| Matheson & Rock Wealth Management | Davenport, IA | $530M |
| Wealthspan Partners | Davenport, IA | $451M |
| Quad-Cities Investment Group | Davenport, IA | $426M |
| Aot Invest | Davenport, IA | $103M |
- Headquarters
- Davenport, IA
- Regulatory AUM
- $3.73B
- Headquarters
- Davenport, IA
- Regulatory AUM
- $2.84B
- Headquarters
- Davenport, IA
- Regulatory AUM
- $530M
- Headquarters
- Davenport, IA
- Regulatory AUM
- $451M
- Headquarters
- Davenport, IA
- Regulatory AUM
- $426M
- Headquarters
- Davenport, IA
- Regulatory AUM
- $103M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Davenport on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Iowa.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.