Wealthspan Partners, LLC, based out of Davenport, IA, is a highly regarded investment advisory firm providing exceptional services to their clients. With a team of three dedicated professionals, Wealthspan Partners specializes in delivering comprehensive investment advice to individuals seeking to grow and preserve their wealth. The firm's investment advisors possess extensive industry knowledge and expertise, resulting in an impressive average of approximately $509,730,000 in assets under management per advisor. This figure significantly surpasses the industry average, demonstrating their ability to handle substantial portfolios with finesse and precision. Wealthspan Partners' compensation structure is designed to align their interests with their clients' success. Their fees are comprised of various types, including a percentage of assets under management and fixed fees. This approach ensures that the firm is motivated to consistently deliver excellent results for their clients. Catering primarily to high net worth individuals, Wealthspan Partners manages over $224,532,000 in assets for more than 280 individual clients. Their expertise extends to employer 401Ks and individual investments, with approximately half of their assets under management derived from these sources. This vast experience in the 401K space has solidified their reputation as a trusted partner for retirement planning. With two offices in Davenport, Wealthspan Partners is deeply rooted in the local community. The firm takes pride in its long-standing advisors, including Cody Williams, Brian Ramsay, and Mark Tholl, who have provided exceptional service and guidance to their clients over the years. In summary, Wealthspan Partners, LLC is a small yet influential investment advisory firm known for its outstanding track record, impressive asset management figures, and commitment to client success.

MWA Financial Services, Inc., a reputable investment advisory firm headquartered in Rock Island, IL, operates across a vast network of 62 offices. With a total workforce of 689 employees, a small but specialized percentage focuses on delivering exceptional investment advisory services. MWA Financial Services, Inc. prides itself on its impressive average of $1,330,000 in assets under management per investment advisor. The firm's compensation structure is diverse, encompassing various methods such as a percentage of assets under management, fixed fees, and hourly charges. Notably, over 80% of the assets under their management are derived from employer 401K plans or individual investors. MWA Financial Services, Inc. possesses extensive expertise in efficiently administering 401K plans, catering to both employers and employees. In addition to their investment advisory services, MWA Financial Services, Inc. offers insurance brokerage and agency services. They serve a broad client base, with over 960 individual clients entrusting them with a significant $135,612,000 in assets under management. The firm takes pride in the longevity of its advisory team, with key advisors such as Thomas Green, Steward Lyman, and Joseph Griffith having served the company for an extended period. MWA Financial Services, Inc. exemplifies excellence in the financial services industry, providing comprehensive solutions for individuals, employers, and their respective retirement plans. With a proven track record and a commitment to delivering exceptional results, they are a trusted partner for their clients' financial success.

Nikulski Financial, Inc. is a small investment advisory firm based out of Bettendorf, IA, boasting a strong reputation in the financial industry. With a single office, the firm comprises a total of seven dedicated employees, two of whom specialize in providing top-notch investment advisory services. As experts in their field, Nikulski Financial, Inc. manages an impressive average of approximately $126,040,000 in assets under management per investment advisor, aligning with the industry standard. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and tailored solutions for their clients. Nikulski Financial, Inc. stands out in their expertise with employer 401Ks and individuals, as these two sources account for roughly half of their assets under management. Their vast experience in this space allows them to offer exceptional guidance and strategic planning to help clients maximize their investments. Demonstrating their commitment to client satisfaction, a significant 96% of the assets managed by Nikulski Financial, Inc. are discretionary, indicating a high level of trust and confidence placed in their capabilities. With over 310 individual clients and a remarkable $252,082,000 in assets under management, the firm has established a substantial client base. The long-standing success of Nikulski Financial, Inc. can be attributed, in part, to their team of highly experienced advisors. Notably, Amber Netherton, Andrew Swanson, and Brian Nikulski are among the firm's most tenured professionals, bringing invaluable knowledge and insights to their clientele. Through their expertise, comprehensive services, and dedication to client satisfaction, Nikulski Financial, Inc. continues to solidify its position as a leading investment advisory firm, providing personalized financial solutions to individuals and businesses alike.

TFP Management, LLC is a well-established investment advisory firm headquartered in Bettendorf, IA. With a team of three dedicated employees, all of whom provide investment advisory services, they offer expert guidance to their clients. Each investment advisor at TFP Management, LLC manages an average of approximately $62,720,000 in assets under management, aligning with industry standards. Their compensation structure is designed to incentivize performance and includes various types, primarily based on a percentage of assets under management. With a focus on individual clients, TFP Management, LLC successfully manages the assets of over 440 clients, totaling more than $170,497,000. Their extensive experience with employer 401Ks and individual accounts positions them as experts in this space. TFP Management, LLC exercises full discretion over 100% of the assets they manage, demonstrating their ability to make strategic investment decisions on behalf of their clients. They are committed to providing personalized and tailored solutions to meet each client's unique financial goals. Operating as a small investment advisory firm, TFP Management, LLC has a single office location, reflecting their dedication to offering localized service and building strong client relationships. Thomas Stahle, David Elizondo, and Drue Kampmann are among the longest-tenured advisors at the firm, contributing their extensive expertise to the success of the company. TFP Management, LLC offers a comprehensive range of financial services, including investment management, retirement planning, and risk assessment. With their commitment to delivering exceptional service and achieving client satisfaction, they strive to help their clients navigate the complexities of the financial landscape and achieve their long-term financial objectives.

Quad-Cities Investment Group, LLC is a local investment advisory firm based out of Davenport, IA with one office. With eight employees, six of whom provide investment advisory services, the company offers expertise in managing assets for a diverse client base. On average, each investment advisor oversees approximately $48,840,000 in assets under management, which aligns with industry standards. Quad-Cities Investment Group, LLC operates under a compensation structure that includes various types, such as a percentage of assets under management. While 401K and individual accounts represent less than 30% of their assets under management, the firm possesses the capability to manage employer funds. A substantial portion, 94%, of the assets they manage are discretionary, allowing the company to make investment decisions on behalf of their clients. With over 400 individual clients, Quad-Cities Investment Group, LLC oversees an impressive $293,031,000 in assets under management. The firm takes pride in its team of experienced advisors, including Christine Mcelvania, Laura Swift, and David Borcherding, who have established themselves as some of the longest-tenured professionals at the company. As a local investment advisory firm, Quad-Cities Investment Group, LLC is committed to providing personalized and comprehensive financial solutions to their clients. With their depth of expertise and dedication to client success, they strive to help individuals and organizations achieve their investment goals while navigating the complex world of finance.

Wisdom Financial Services, L.L.C. is a reputable local investment advisory firm based out of Geneseo, IL, operating from four strategically located offices. With a dedicated team of 15 experienced professionals, the company specializes in providing comprehensive investment advisory services to its diverse clientele. Ten of their skilled advisors focus specifically on delivering expert investment guidance. With an impressive average of approximately $50,110,000 in assets under management per investment advisor, Wisdom Financial Services, L.L.C. demonstrates a solid track record in handling client portfolios. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring flexibility and alignment with client needs. A distinguishing factor for Wisdom Financial Services, L.L.C. lies in their expertise in managing employer 401K plans and individual accounts, with over 80% of their assets under management belonging to these categories. The firm possesses extensive knowledge and qualifications to effectively oversee 401K plans for employers and employees alike. Furthermore, all the assets they manage are handled on a discretionary basis, showcasing their clients' trust in their expertise. Boasting an impressive client base of over 1,290 individuals, Wisdom Financial Services, L.L.C. is entrusted with managing assets valued at more than $501,132,000. The firm takes pride in its longstanding advisors, including Curtis Ford, Gregory Heaton, and John Bean, who have consistently served clients with dedication and expertise. Overall, Wisdom Financial Services, L.L.C. stands as a reliable and highly competent investment advisory firm, offering personalized and effective strategies to help clients achieve their financial goals while maintaining a strong emphasis on delivering exceptional service and results.

PR Wealth Management Group is a small investment advisory firm based out of East Moline, IL, with two offices. With four dedicated employees, PR Wealth Management Group provides comprehensive investment advisory services to its clients. Their team of experienced advisors manages an impressive average of $28,420,000 in assets under management per investment advisor. The firm's compensation structure is designed to align with their clients' needs and includes various types, such as a percentage of assets under management and hourly charges. Notably, PR Wealth Management Group excels in managing employer 401Ks and individual assets, accounting for approximately half of their assets under management. Their expertise in this area is backed by a successful track record. A significant portion of the assets under PR Wealth Management Group's management, specifically 94%, is discretionary. This allows the firm to make informed investment decisions on behalf of their clients, considering their individual financial goals and risk tolerance. With a client base of over 590 individuals, PR Wealth Management Group boasts an impressive $113,684,000 in assets under management. The firm's success can be attributed, in part, to the dedication and experience of their longest tenured advisors, including David Perry, Joshua Robinson, and Gregory Feese. PR Wealth Management Group prides itself on providing personalized investment advisory services, tailored to meet the unique needs of each client. Their commitment to excellence and their clients' financial well-being positions them as a trusted partner in wealth management in the East Moline area and beyond.

The Planning Center, Inc., a leading investment advisory firm based in Moline, IL, is dedicated to providing exceptional financial planning services to its clients. With a team of 25 talented professionals, 13 of whom specialize in investment advisory, they possess a wealth of expertise and experience. Impressively, their investment advisors boast an average of approximately $136,000,000 in assets under management each, surpassing the industry average. Committed to offering flexible and client-centric solutions, The Planning Center, Inc. adopts a diverse compensation structure. They employ various methods, including a percentage of assets under management, hourly charges, and fixed fees. This approach ensures that clients have access to tailored services that suit their specific needs and preferences. With over 610 individual clients and a remarkable $946,597,000 in assets under management, The Planning Center, Inc. has established itself as a trusted partner for high-net-worth individuals. While a portion of their assets under management comes from 401K and individual accounts, the firm also possesses the capability to manage employer funds. An impressive 97% of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. Operating across eight offices, The Planning Center, Inc. maintains a strong local presence in the Moline, IL area. The firm takes pride in its team of esteemed advisors, including Andrew Sivertsen, Matthew Sivertsen, and Eric Kies, who boast extensive tenures and exemplify the company's commitment to excellence. By delivering exceptional financial planning services, The Planning Center, Inc. continues to empower their clients to achieve their financial goals with confidence.

Quad City Investment Center is a local investment advisory firm based out of Moline, IL. With two offices, they are conveniently located to serve their clientele in the Quad City area. With a total of seven dedicated employees, Quad City Investment Center provides comprehensive investment advisory services to individuals and businesses alike. Their team of experienced professionals includes five investment advisors who specialize in managing clients' portfolios and providing expert financial advice. On average, each investment advisor oversees approximately $52,640,000 in assets under management, which aligns with the industry average. Quad City Investment Center offers a flexible compensation structure to their advisors, including a percentage of assets under management. They cater to a diverse client base, with less than 30% of their assets under management coming from 401K and individual accounts. However, the firm possesses the expertise and capability to effectively manage employer funds. The majority of the assets managed by Quad City Investment Center, approximately 75%, are discretionary, showcasing their commitment to providing proactive investment strategies tailored to individual client goals and risk tolerance. With over 270 individual clients entrusting their financial well-being to Quad City Investment Center, the firm manages a substantial amount of assets totaling over $263,197,000. The longevity and stability of the firm are exemplified by advisors such as Gregory Bauer, Amber Brummit, and David Howell, who have been with the company for many years, earning the trust and respect of their clients. Quad City Investment Center is dedicated to helping individuals and businesses navigate the complexities of the financial market, providing personalized investment solutions and striving for long-term success for their clients.