Top 4 financial advisor firms in Urbandale

4 SEC-registered financial advisor firms are headquartered in Urbandale, IA, with $1.41B in combined regulatory assets under management. The largest by assets are Independent Wealth Network ($518M), Mokosak Advisory Group ($414M) and Binnacle Investments ($264M).

4
Financial advisor firms: $1.41B
Their combined AUM: $339M
Median firm AUM: 2,615
Clients of the top 4

The 4 largest by assets

1
Independent Wealth Network
RIA
$518M
Regulatory AUM
2
Mokosak Advisory Group
RIA
$414M
0.25% to 1.40% a year
3
Binnacle Investments
RIA
$264M
Regulatory AUM
4
A.o. Wealth Advisory,llc
RIA
$213M
Regulatory AUM

Profiles of the top 4

No. 1 · RIA

Independent Wealth Network

Independent Wealth Network is an investment adviser based in Urbandale, 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 $518 million, as filed on 30 March 2026.

Regulatory AUM: $518M
Clients: 1,460
Advisory staff: 30
Custodians: Charles Schwab
Headquarters: 2350 NW 128th St, Urbandale, IA 50323
Phone: 515-461-5123
Website: indwealth.net

No. 2 · RIA

Mokosak Advisory Group

Mokosak Advisory Group is an investment adviser based in Urbandale, IA, registered with the SEC since 2017. 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 $414 million, as filed on 24 February 2026.

Mokosak Advisory Group charges 0.25%–1.40% a year for its Advisory Fee for Portfolio Management.

Regulatory AUM: $414M
Clients: 490
Advisory staff: 4
Founded: 2008
Fee schedule: 0.25% to 1.40% a year
Custodians: Charles Schwab
Headquarters: 2900 100th Street Suite 102, Urbandale, IA 50322
Phone: 515-223-5404
Website: mokosakadvisorygroup.com

No. 3 · RIA

Binnacle Investments

Binnacle Investments is an investment adviser based in Urbandale, IA, registered with the SEC since 2021. 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 $264 million, as filed on 21 May 2026.

Regulatory AUM: $264M
Clients: 354
Advisory staff: 5
Founded: 2007
Custodians: SEI Investments Distribution
Headquarters: 2400 86th Street, Suite 32, Urbandale, IA 50322
Phone: 515-225-9500
Website: wilonwm.com

No. 4 · RIA

A.o. Wealth Advisory,llc

A.o. Wealth Advisory,llc is an investment adviser based in Urbandale, IA, registered with the SEC since 2021. 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 $213 million, as filed on 10 February 2026.

Regulatory AUM: $213M
Clients: 311
Advisory staff: 4
Custodians: Charles Schwab
Headquarters: 2570 106th Street, Suite A, Urbandale, IA 50322
Phone: 515-224-7849
Website: aowealthadvisory.com

Questions about financial advisors in Urbandale

How many financial advisor firms are headquartered in Urbandale?

4 SEC-registered financial advisor firms report their principal office in Urbandale, IA, managing $1.41B in regulatory assets between them. The other 1 adviser 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 Urbandale?

Independent Wealth Network, with $518M in regulatory assets under management on its latest Form ADV. The next largest are Mokosak Advisory Group ($414M) and Binnacle Investments ($264M).

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

How large is a typical financial advisor firm in Urbandale?

The median firm manages $339M in regulatory assets. That is the midpoint of the 4 firms headquartered in Urbandale.

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

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

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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