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Start your Watchlist153 investment advisory firms are registered with a main office in Iowa, together advising $990B for 766,068 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Des Moines · SEC-registered
|
$427.7B | 8,205 | 1,394 | Flagged |
| 2 |
Fairfield · SEC-registered
|
$138.7B | 361,213 | 3,527 | Flagged |
| 3 |
West Des Moines · SEC-registered
|
$122.0B | 9 | 60 | Clean |
| 4 |
Des Moines · SEC-registered
|
$105.6B | 681 | 477 | Flagged |
| 5 |
Cedar Rapids · SEC-registered
|
$88.8B | 80 | 217 | Flagged |
| 6 |
Cedar Rapids · SEC-registered
|
$18.8B | 212,722 | 398 | Flagged |
| 7 |
Des Moines · SEC-registered
|
$17.0B | 51,941 | 1,464 | Flagged |
| 8 |
Dubuque · SEC-registered
|
$7.6B | 8,370 | 261 | Flagged |
| 9 |
Urbandale · SEC-registered
|
$5.4B | 10,885 | 400 | Flagged |
| 10 |
West Des Moines · SEC-registered
|
$4.8B | 2,101 | 93 | Clean |
| 11 |
Cedar Rapids · SEC-registered
|
$4.8B | 5,569 | 94 | Clean |
| 12 |
Des Moines · SEC-registered
|
$4.6B | 80 | 17 | Clean |
| 13 |
Cedar Rapids · SEC-registered
|
$3.8B | 11,448 | 200 | Flagged |
| 14 |
Davenport · SEC-registered
|
$3.7B | 16,572 | 306 | Flagged |
| 15 |
Dubuque · SEC-registered
|
$3.5B | 1,644 | 15 | Clean |
| 16 |
Davenport · SEC-registered
|
$2.8B | 179 | 6 | Clean |
| 17 |
West Des Moines · SEC-registered
|
$1.7B | 901 | 32 | Clean |
| 18 |
Des Moines · SEC-registered
|
$1.4B | 23,164 | 383 | Clean |
| 19 |
Waverly · SEC-registered
|
$1.1B | 1,381 | 19 | Flagged |
| 20 |
Spencer · SEC-registered
|
$1.0B | 2,128 | 26 | Clean |
| 21 |
Des Moines · SEC-registered
|
$1.0B | 1,452 | 18 | Clean |
| 22 |
West Des Moines · SEC-registered
|
$910.8M | 528 | 15 | Clean |
| 23 |
Cedar Rapids · SEC-registered
|
$906.4M | 3,352 | 100 | Flagged |
| 24 |
Des Moines · SEC-registered
|
$902.5M | 500 | 13 | Clean |
| 25 |
Cedar Rapids · SEC-registered
|
$883.8M | 1,263 | 24 | Clean |
| 26 |
Akron · SEC-registered
|
$675.2M | 1,521 | 17 | Flagged |
| 27 |
Des Moines · SEC-registered
|
$674.2M | 305 | 8 | Clean |
| 28 |
Grimes · SEC-registered
|
$568.8M | 1,019 | 30 | Clean |
| 29 |
Des Moines · SEC-registered
|
$568.4M | 1,996 | 25 | Flagged |
| 30 |
West Des Moines · SEC-registered
|
$561.1M | 500 | 5 | Clean |
| 31 |
Cedar Falls · SEC-registered
|
$539.6M | 866 | 3 | Clean |
| 32 |
West Des Moines · SEC-registered
|
$539.4M | 550 | 12 | Clean |
| 33 |
Davenport · SEC-registered
|
$530.0M | 428 | 3 | Clean |
| 34 |
Urbandale · SEC-registered
|
$518.4M | 1,460 | 37 | Clean |
| 35 |
Davenport · SEC-registered
|
$451.1M | 526 | 6 | Clean |
| 36 |
Bettendorf · SEC-registered
|
$449.0M | 475 | 10 | Flagged |
| 37 |
Waterloo · SEC-registered
|
$431.7M | 934 | 12 | Clean |
| 38 |
West Des Moines · SEC-registered
|
$425.8M | 67 | 8 | Clean |
| 39 |
Davenport · SEC-registered
|
$425.5M | 610 | 8 | Clean |
| 40 |
West Des Moines · SEC-registered
|
$423.1M | 207 | 12 | Clean |
| 41 |
Urbandale · SEC-registered
|
$413.9M | 490 | 4 | Clean |
| 42 |
Dubuque · SEC-registered
|
$409.3M | 289 | 9 | Clean |
| 43 |
West Des Moines · SEC-registered
|
$407.4M | 1,105 | 12 | Clean |
| 44 |
West Des Moines · SEC-registered
|
$398.7M | 334 | 6 | Clean |
| 45 |
Cedar Rapids · SEC-registered
|
$394.5M | 14 | 178 | Clean |
| 46 |
Sioux City · SEC-registered
|
$381.8M | 231 | 6 | Clean |
| 47 |
West Des Moines · SEC-registered
|
$342.0M | 423 | 5 | Clean |
| 48 |
West Des Moines · SEC-registered
|
$328.7M | 42 | 7 | Clean |
| 49 |
Dubuque · SEC-registered
|
$327.8M | 1,134 | 4 | Clean |
| 50 |
Des Moines · SEC-registered
|
$299.2M | 522 | 11 | Clean |
| 51 |
West Des Moines · SEC-registered
|
$290.9M | 434 | 3 | Clean |
| 52 |
Johnston · SEC-registered
|
$284.7M | 198 | 5 | Clean |
| 53 |
Clive · SEC-registered
|
$279.8M | 102 | 3 | Clean |
| 54 |
Coralville · SEC-registered
|
$278.5M | 272 | 2 | Clean |
| 55 |
Cedar Rapids · SEC-registered
|
$278.3M | 629 | 5 | Flagged |
| 56 |
Forest City · SEC-registered
|
$277.7M | 5,051 | 27 | Clean |
| 57 |
Bettendorf · SEC-registered
|
$273.0M | 660 | 4 | Clean |
| 58 |
Urbandale · SEC-registered
|
$264.1M | 354 | 8 | Clean |
| 59 |
Ames · SEC-registered
|
$257.4M | 271 | 5 | Clean |
| 60 |
West Des Moines · SEC-registered
|
$256.0M | 1,039 | 5 | Clean |
| 61 |
Cedar Rapids · SEC-registered
|
$248.1M | 300 | 7 | Clean |
| 62 |
Des Moines · SEC-registered
|
$246.0M | 700 | 4 | Flagged |
| 63 |
Clarion · SEC-registered
|
$229.7M | 710 | 26 | Clean |
| 64 |
Ankeny · SEC-registered
|
$228.8M | 383 | 11 | Clean |
| 65 |
Clive · SEC-registered
|
$225.6M | 716 | 9 | Clean |
| 66 |
Guthrie Center · SEC-registered
|
$216.5M | 2,350 | 27 | Clean |
| 67 |
Urbandale · SEC-registered
|
$213.2M | 311 | 7 | Clean |
| 68 |
Iowa City · SEC-registered
|
$172.8M | 135 | 3 | Clean |
| 69 |
Cedar Falls · SEC-registered
|
$172.5M | 97 | 3 | Clean |
| 70 |
Hiawatha · SEC-registered
|
$168.2M | 133 | 6 | Clean |
| 71 |
Cedar Rapids · SEC-registered
|
$164.6M | 256 | 2 | Clean |
| 72 |
Sioux Center · SEC-registered
|
$157.2M | 167 | 3 | Clean |
| 73 |
Windsor Heights · SEC-registered
|
$154.0M | 100 | 2 | Clean |
| 74 |
Waterloo · SEC-registered
|
$147.7M | 523 | 6 | Clean |
| 75 |
Eldridge · SEC-registered
|
$147.5M | 245 | 4 | Clean |
| 76 |
Dubuque · SEC-registered
|
$146.2M | 1,258 | 4 | Clean |
| 77 |
Polk City · SEC-registered
|
$144.1M | 467 | 8 | Clean |
| 78 |
North Liberty · SEC-registered
|
$142.7M | 202 | 2 | Clean |
| 79 |
Waterloo · SEC-registered
|
$137.4M | 212 | 2 | Clean |
| 80 |
Clive · SEC-registered
|
$133.2M | 45 | 4 | Clean |
| 81 |
West Des Moines · SEC-registered
|
$125.8M | 321 | 5 | Clean |
| 82 |
West Des Moines · SEC-registered
|
$123.9M | 142 | 4 | Clean |
| 83 |
Cedar Rapids · SEC-registered
|
$120.3M | 184 | 2 | Clean |
| 84 |
Fort Dodge · State-registered
|
$110.2M | 231 | 2 | Clean |
| 85 |
Boone · State-registered
|
$105.6M | 122 | 3 | Clean |
| 86 |
Des Moines · SEC-registered
|
$103.6M | 488 | 28 | Clean |
| 87 |
North Liberty · State-registered
|
$103.5M | 467 | 3 | Clean |
| 88 |
Ankeny · State-registered
|
$102.4M | 149 | 3 | Clean |
| 89 |
Jesup · State-registered
|
$99.1M | 305 | 2 | Clean |
| 90 |
Davenport · SEC-registered
|
$93.9M | 2 | 1 | Clean |
| 91 |
Orange City · State-registered
|
$91.3M | 262 | 2 | Clean |
| 92 |
Cedar Rapids · State-registered
|
$90.9M | 24 | 3 | Clean |
| 93 |
Cedar Falls · State-registered
|
$87.5M | 173 | 3 | Clean |
| 94 |
Des Moines · State-registered
|
$82.1M | 252 | 3 | Clean |
| 95 |
Des Moines · State-registered
|
$76.0M | 36 | 1 | Clean |
| 96 |
Clinton · State-registered
|
$71.2M | 71 | 5 | Clean |
| 97 |
Waukee · State-registered
|
$70.0M | 64 | 1 | Clean |
| 98 |
Bettendorf · State-registered
|
$60.4M | 71 | 4 | Clean |
| 99 |
Mount Vernon · State-registered
|
$53.1M | 70 | 2 | Clean |
| 100 |
Cedar Rapids, · State-registered
|
$49.3M | 60 | 2 | Flagged |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Iowa by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.