Top 5 financial advisor firms in Cedar Rapids

5 SEC-registered financial advisor firms are headquartered in Cedar Rapids, IA, with $1.7B in combined regulatory assets under management. The largest by assets are Basepoint Wealth ($884M), Beacon Capital ($278M) and Cedar Point Capital Partners ($248M).

5
Financial advisor firms: $1.7B
Their combined AUM: $248M
Median firm AUM: 2,632
Clients of the top 5

The 5 largest by assets

1
Basepoint Wealth
RIA
$884M
0.75% to 1.50% a year
2
Beacon Capital
RIA
$278M
1.15% to 2.20% a year
3
Cedar Point Capital Partners
RIA
$248M
0.25% to 0.95% a year
4
Bridgeway Wealth Management
RIA
$165M
Regulatory AUM
5
Stonefield Investment Advisory
RIA
$120M
0.88% to 1.60% a year

Profiles of the top 5

No. 1 · 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. 2 · RIA

Beacon Capital

Beacon Capital is an investment adviser based in Cedar Rapids, IA, registered with the SEC since 2021. It provides investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $278 million, as filed on 22 April 2026.

Beacon Capital charges 1.15%–2.20% a year for its Asset Management.

Regulatory AUM: $278M
Clients: 629
Advisory staff: 5
Fee schedule: 1.15% to 2.20% a year
Custodians: Charles Schwab
Headquarters: 375 Collins Road Ne,, Suite 120, Cedar Rapids, IA 52402
Phone: 319-389-4371
Website: beaconcapital.com

No. 3 · RIA

Cedar Point Capital Partners

Cedar Point Capital Partners is an investment adviser based in Cedar Rapids, IA, registered with the SEC since 2022. 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 $248 million, as filed on 2 March 2026.

Cedar Point Capital Partners charges 0.25%–0.95% a year for its Comprehensive Wealth Management.

Regulatory AUM: $248M
Clients: 300
Advisory staff: 5
Founded: 2021
Fee schedule: 0.25% to 0.95% a year
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 329 12th Ave Se, Suite 106, Cedar Rapids, IA 52401
Phone: 800-501-6403
Website: cedarpointcap.com

No. 4 · RIA

Bridgeway Wealth Management

Bridgeway Wealth Management is an investment adviser based in Cedar Rapids, IA, registered with the SEC since 2023. 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 $165 million, as filed on 27 February 2026.

Regulatory AUM: $165M
Clients: 256
Advisory staff: 2
Custodians: Raymond James
Headquarters: 1909 51st Street Ne, Cedar Rapids, IA 52402
Phone: 319-393-6535
Website: bridgewaywm.com

No. 5 · RIA

Stonefield Investment Advisory

Stonefield Investment Advisory is an investment adviser based in Cedar Rapids, IA, registered with the SEC since 2025. 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 $120 million, as filed on 27 January 2026.

Stonefield Investment Advisory charges 0.88%–1.60% a year for its Assets Under Management (AUM).

Regulatory AUM: $120M
Clients: 184
Advisory staff: 1
Fee schedule: 0.88% to 1.60% a year
Custodians: Charles Schwab
Headquarters: 425 2nd Street Se, Suite 1200, Cedar Rapids, IA 52401-1818
Phone: 319-377-7811
Website: stonefieldinvestments.com

Questions about financial advisors in Cedar Rapids

How many financial advisor firms are headquartered in Cedar Rapids?

5 SEC-registered financial advisor firms report their principal office in Cedar Rapids, IA, managing $1.7B in regulatory assets between them. The other 6 advisers headquartered in the city 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 Cedar Rapids?

Basepoint Wealth, with $884M in regulatory assets under management on its latest Form ADV. The next largest are Beacon Capital ($278M) and Cedar Point Capital Partners ($248M).

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

How large is a typical financial advisor firm in Cedar Rapids?

The median firm manages $248M in regulatory assets. That is the midpoint of the 5 firms headquartered in Cedar Rapids.

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

How much do financial advisors in Cedar Rapids charge?

Of the 5 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.95% to 2.20% 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 Cedar Rapids?

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 city 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 city.

Source: Niva directory methodology

Cedar Rapids has 5 financial advisor firms; see every adviser in the city →