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Top 3 financial advisor firms in Davenport

3 SEC-registered financial advisor firms are headquartered in Davenport, IA, with $1.41B in combined regulatory assets under management. The largest by assets are Matheson & Rock Wealth Management ($530M), Wealthspan Partners ($451M) and Quad-Cities Investment Group ($426M).

3
Financial advisor firms
$1.41B
Their combined AUM
$451M
Median firm AUM
1,564
Clients of the top 3

The 3 largest by assets

  1. 1
    Matheson & Rock Wealth Management

    RIA

    $530M

  2. 2
    Wealthspan Partners

    RIA

    $451M

  3. 3
    Quad-Cities Investment Group

    RIA

    $426M

Profiles of the top 3

No. 1 · RIA

Matheson & Rock Wealth Management

Matheson & Rock Wealth Management is an investment adviser based in Davenport, IA, registered with the SEC since 2019. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $530 million, as filed on 8 January 2026.

Matheson & Rock Wealth Management charges 0.25%–1.00% a year for its Asset Management.

Regulatory AUM
$530M
Clients
428
Advisory staff
3
Founded
2017
Fee schedule
0.25% to 1.00% a year
Custodians
Charles Schwab
Headquarters
2322 E. Kimberly Road,, Suite 150n, Davenport, IA 52807
Phone
800-682-3937
Website
mrwmqc.com

No. 2 · RIA

Wealthspan Partners

Wealthspan Partners is an investment adviser based in Davenport, IA, registered with the SEC since 2018. 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 $451 million, as filed on 3 March 2026.

Wealthspan Partners charges 0.25%–1.50% a year for its Investment Management Services.

Regulatory AUM
$451M
Clients
526
Advisory staff
5
Founded
2018
Fee schedule
0.25% to 1.50% a year
Custodians
Fidelity
Headquarters
5025 Utica Ridge RD, Suite 101, Davenport, IA 52807
Phone
563-723-7301
Website
wealthspanpartners.com

No. 3 · RIA

Quad-Cities Investment Group

Quad-Cities Investment Group is an investment adviser based in Davenport, IA, registered with the SEC since 2010. 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 $426 million, as filed on 16 April 2026.

Quad-Cities Investment Group charges 0.75%–1.50% a year for its Asset Management Services.

Regulatory AUM
$426M
Clients
610
Advisory staff
6
Fee schedule
0.75% to 1.50% a year
Custodians
Raymond James
Headquarters
5177 Utica Ridge Road, Davenport, IA 52807
Phone
563-484-5000
Website
quadcitiesinvestmentgroup.com

Questions about financial advisors in Davenport

How many financial advisor firms are headquartered in Davenport?

3 SEC-registered financial advisor firms report their principal office in Davenport, IA, managing $1.41B in regulatory assets between them. The other 3 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 Davenport?

Matheson & Rock Wealth Management, with $530M in regulatory assets under management on its latest Form ADV. The next largest are Wealthspan Partners ($451M) and Quad-Cities Investment Group ($426M).

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

How large is a typical financial advisor firm in Davenport?

The median firm manages $451M in regulatory assets. That is the midpoint of the 3 firms headquartered in Davenport.

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

How much do financial advisors in Davenport 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 1.00% to 1.50% 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 Davenport?

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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