SEC-registered investment advisers in Urbandale

5 SEC-registered investment advisers are headquartered in Urbandale, IA, with $6.82B in combined regulatory assets under management. 4 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

5
Investment advisers: $6.82B
Combined regulatory AUM: 4
Financial advisor firms

Top 4 financial advisor firms in Urbandale

All 5 advisers

By regulatory assets under management.

SEC-registered investment advisers headquartered in Urbandale, by regulatory assets under management
Firm	Type	Regulatory AUM
Integrity Alliance	Independent broker-dealer	$5.41B
Independent Wealth Network	RIA	$518M
Mokosak Advisory Group	RIA	$414M
Binnacle Investments	RIA	$264M
A.o. Wealth Advisory,llc	RIA	$213M

Integrity Alliance$5.41B

Type: Independent broker-dealer

Independent Wealth Network$518M

Type: RIA

Mokosak Advisory Group$414M

Type: RIA

Binnacle Investments$264M

Type: RIA

A.o. Wealth Advisory,llc$213M

Type: RIA

Urbandale at a glance

Advisers headquartered here, by type

advisers

Financial advisor firms (RIAs)$1.41B regulatory AUM4 (80%)
Broker-dealers and other wealth firms$5.41B regulatory AUM1 (20%)

Other cities in Iowa

All firms in Iowa