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Top 3 financial advisor firms in Clive

3 SEC-registered financial advisor firms are headquartered in Clive, IA, with $639M in combined regulatory assets under management. The largest by assets are Paladin Advisory Group ($280M), Weis Advisory ($226M) and Acadia Legacy Group ($133M).

3
Financial advisor firms
$639M
Their combined AUM
$226M
Median firm AUM
863
Clients of the top 3

The 3 largest by assets

  1. 1
    Paladin Advisory Group

    RIA

    $280M

  2. 2
    Weis Advisory

    RIA

    $226M

  3. 3
    Acadia Legacy Group

    RIA

    $133M

Profiles of the top 3

No. 1 · RIA

Paladin Advisory Group

Paladin Advisory Group is an investment adviser based in Clive, IA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $280 million, as filed on 5 March 2026.

Paladin Advisory Group charges up to 1.35% a year for its Investment Management Services.

Regulatory AUM
$280M
Clients
102
Advisory staff
3
Founded
2016
Fee schedule
Up to 1.35% a year
Custodians
Charles Schwab
Headquarters
13375 University Avenue, Suite 300, Clive, IA 50325
Phone
515-348-6080
Website
paladinwp.com

No. 2 · RIA

Weis Advisory

Weis Advisory is an investment adviser based in Clive, IA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $226 million, as filed on 31 March 2026.

Weis Advisory charges up to 2.00% a year for its Investment Management Services.

Regulatory AUM
$226M
Clients
716
Advisory staff
4
Fee schedule
Up to 2.00% a year
Custodians
LPL Financial
Headquarters
16400 Sheridan Avenue, Clive, IA 50325
Phone
888-978-2082

No. 3 · RIA

Acadia Legacy Group

Acadia Legacy Group is an investment adviser based in Clive, IA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $133 million, as filed on 16 March 2026.

Acadia Legacy Group charges 0.40%–0.75% a year for its Asset Management Services Fee.

Regulatory AUM
$133M
Clients
45
Advisory staff
3
Fee schedule
0.40% to 0.75% a year
Custodians
Charles Schwab
Headquarters
1820 NW 118th Street, Ste 110, Clive, IA 50325
Phone
515-212-2112
Website
acadialegacygroup.com

Questions about financial advisors in Clive

How many financial advisor firms are headquartered in Clive?

3 SEC-registered financial advisor firms report their principal office in Clive, IA, managing $639M in regulatory assets between them.

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

What is the largest financial advisor firm in Clive?

Paladin Advisory Group, with $280M in regulatory assets under management on its latest Form ADV. The next largest are Weis Advisory ($226M) and Acadia Legacy Group ($133M).

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

How large is a typical financial advisor firm in Clive?

The median firm manages $226M in regulatory assets. That is the midpoint of the 3 firms headquartered in Clive.

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

How much do financial advisors in Clive charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.75% to 2.00% 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 Clive?

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

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