Top 10 Advisor Firms in Iowa by AUM
The largest public advisor firms headquartered in Iowa, ranked by reported assets under management.
Iowa
| # | Firm | AUM |
|---|---|---|
| 1 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. Fairfield, IA | $138.7B |
| 2 | TRANSAMERICA RETIREMENT ADVISORS, LLC Cedar Rapids, IA | $18.8B |
| 3 | PRINCIPAL SECURITIES, INC. Des Moines, IA | $17B |
| 4 | AVANTAX PLANNING PARTNERS, INC. Dubuque, IA | $7.6B |
| 5 | INTEGRITY ALLIANCE, LLC. Urbandale, IA | $5.4B |
| 6 | FOSTER GROUP, INC. West Des Moines, IA | $4.8B |
| 7 | NATIONS FINANCIAL GROUP, INC. Cedar Rapids, IA | $4.8B |
| 8 | BFC PLANNING, INC. Cedar Rapids, IA | $3.8B |
| 9 | AUSDAL FINANCIAL PARTNERS, INC. Davenport, IA | $3.7B |
| 10 | STEELE CAPITAL MANAGEMENT, INC. Dubuque, IA | $3.5B |