Top 10 financial advisor firms in Iowa

66 SEC-registered financial advisor firms are headquartered in Iowa, with $32.9B in combined regulatory assets under management. The largest by assets are Foster Group ($4.78B), Steele Capital Management ($3.55B) and Gilbert & Cook ($1.7B).

66
Financial advisor firms: $32.9B
Their combined AUM: $282M
Median firm AUM: 13,419
Clients of the top 10

The 10 largest by assets

1
Foster Group
RIA
$4.78B
Regulatory AUM
2
Steele Capital Management
RIA
$3.55B
Up to 1.50% a year
3
Gilbert & Cook
RIA
$1.7B
Up to 1.70% a year
4
Accel Wealth Management
RIA
$1.15B
Up to 2.25% a year
5
Northwest Wealth Management
RIA
$1.03B
0.40% to 1.25% a year
6
Legacy Financial Group
RIA
$1.01B
0.70% to 1.20%
7
Syverson Strege & Company
RIA
$911M
Regulatory AUM
8
DMKC Advisory Services
RIA
$903M
Regulatory AUM
9
Basepoint Wealth
RIA
$884M
0.75% to 1.50% a year
10
RDA Financial Network
RIA
$675M
Up to 2.05% a year

Profiles of the top 10

No. 1 · RIA

Foster Group

Foster Group is an investment adviser based in West Des Moines, IA, registered with the SEC since 1991. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $4.78 billion, as filed on 27 March 2026.

Regulatory AUM: $4.78B
Clients: 2,101
Advisory staff: 45
Custodians: Charles Schwab, Pershing
Headquarters: 6601 Westown Parkway, Suite 100, West Des Moines, IA 50266
Phone: 515-226-9000
Website: fostergrp.com

No. 2 · RIA

Steele Capital Management

Steele Capital Management is an investment adviser based in Dubuque, IA, registered with the SEC since 1995. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $3.55 billion, as filed on 26 August 2026.

Steele Capital Management charges up to 1.50% a year for its Individual advisory services.

Regulatory AUM: $3.55B
Clients: 1,644
Advisory staff: 13
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab, Charles Schwab
Headquarters: 1000 Jackson Street, Suite 201, Dubuque, IA 52001
Phone: 563-588-2097

No. 3 · RIA

Gilbert & Cook

Gilbert & Cook is an investment adviser based in West Des Moines, IA, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.7 billion, as filed on 4 June 2026.

Gilbert & Cook charges up to 1.70% a year for its Precision Wrap Platform.

Regulatory AUM: $1.7B
Clients: 901
Advisory staff: 17
Founded: 1994
Fee schedule: Up to 1.70% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 5058 Grand Ridge Drive, West Des Moines, IA 50265
Phone: 515-270-6444
Website: gilbertcook.com

No. 4 · RIA

Accel Wealth Management

Accel Wealth Management is an investment adviser based in Waverly, IA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include pension and profit-sharing plans, high-net-worth individuals, and individual clients. Its regulatory assets under management total $1.15 billion, as filed on 4 August 2026.

Accel Wealth Management charges up to 2.25% a year for its Investment Management.

Regulatory AUM: $1.15B
Clients: 1,381
Advisory staff: 10
Fee schedule: Up to 2.25% a year
Custodians: Charles Schwab, Principal Securities
Headquarters: 301 Oak Ridge Circle, Waverly, IA 50677
Phone: 319-596-1101
Website: acceladvantage.com

No. 5 · RIA

Northwest Wealth Management

Northwest Wealth Management is an investment adviser based in Spencer, IA, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.03 billion, as filed on 6 July 2026.

Northwest Wealth Management charges 0.40%–1.25% a year for its Wealth Management Services.

Regulatory AUM: $1.03B
Clients: 2,128
Advisory staff: 14
Fee schedule: 0.40% to 1.25% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 1607 W. 18th Street, Spencer, IA 51301
Phone: 877-207-0994
Website: invest-northwest.com

No. 6 · RIA

Legacy Financial Group

Legacy Financial Group is an investment adviser based in Des Moines, IA, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.01 billion, as filed on 18 May 2026.

Legacy Financial Group charges 0.70%–1.20% for its Investment Management. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.01B
Clients: 1,452
Advisory staff: 11
Fee schedule: 0.70% to 1.20%
Custodians: Charles Schwab
Headquarters: 6000 Grand Avenue, Suite B, Des Moines, IA 50312
Phone: 515-255-3306
Website: lfgplanners.com

No. 7 · RIA

Syverson Strege & Company

Syverson Strege & Company is an investment adviser based in West Des Moines, IA, registered with the SEC since 1997. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $911 million, as filed on 13 July 2026.

Regulatory AUM: $911M
Clients: 528
Advisory staff: 13
Custodians: Charles Schwab, SEI Private Trust
Headquarters: 4125 Westown Parkway, Suite 104, West Des Moines, IA 50266
Phone: 515-225-6000
Website: onlyworkforyou.com

No. 8 · RIA

DMKC Advisory Services

DMKC Advisory Services is an investment adviser based in Des Moines, IA, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $903 million, as filed on 1 October 2026.

Regulatory AUM: $903M
Clients: 500
Advisory staff: 8
Custodians: First Clearing
Headquarters: 3900 Ingersoll Avenue, Suite 300, Des Moines, IA 50312
Phone: 515-221-1133
Website: dmkc.com

No. 9 · RIA

Basepoint Wealth

Basepoint Wealth is an investment adviser based in Cedar Rapids, IA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $884 million, as filed on 28 August 2026.

Basepoint Wealth charges 0.75%–1.50% a year for its Investment Advisory Services.

Regulatory AUM: $884M
Clients: 1,263
Advisory staff: 13
Fee schedule: 0.75% to 1.50% a year
Custodians: Fidelity, Pershing
Headquarters: 4700 N. River BLVD Ne, Cedar Rapids, IA 52411
Phone: 319-826-1898
Website: basepointwealth.com

No. 10 · RIA

RDA Financial Network

RDA Financial Network is an investment adviser based in Akron, IA, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $675 million, as filed on 1 October 2026.

RDA Financial Network charges up to 2.05% a year for its Investment Management Fees.

Regulatory AUM: $675M
Clients: 1,521
Advisory staff: 17
Fee schedule: Up to 2.05% a year
Custodians: Charles Schwab
Headquarters: 321 Reed Street, Suite #2, Akron, IA 51001
Phone: 888-300-4975
Website: rdafn.com

Questions about financial advisors in Iowa

How many financial advisor firms are headquartered in Iowa?

66 SEC-registered financial advisor firms report their principal office in Iowa, managing $32.9B in regulatory assets between them. The other 20 advisers headquartered in the state are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Iowa?

Foster Group, with $4.78B in regulatory assets under management on its latest Form ADV. The next largest are Steele Capital Management ($3.55B) and Gilbert & Cook ($1.7B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Iowa?

The median firm manages $282M in regulatory assets. That is the midpoint of the 66 firms headquartered in Iowa.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Iowa charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.20% to 2.25% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Iowa?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the state and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters state.

Source: Niva directory methodology

Iowa has 66 financial advisor firms; see every adviser in the state →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Iowa

Top financial advisor firms by city in Iowa