Cambridge Investment Research Advisors, Inc., headquartered in Fairfield, IA, is a reputable national investment advisory firm with a workforce of 3,352 dedicated employees. Renowned for their expertise in investment advisory services, Cambridge Investment Research Advisors, Inc. strives to provide excellent financial guidance to their vast clientele. On average, each investment advisor manages approximately $119,150,000 in assets under management, a figure that aligns with industry standards. The company's compensation structure encompasses various types, such as a percentage of assets under management, fixed fees, and performance-based fees, ensuring flexibility and tailored solutions for their clients. With over 279,860 individual clients and a staggering $82,427,819,000 in assets under management, Cambridge Investment Research Advisors, Inc. has established a strong reputation within the financial industry. An impressive aspect of the firm's portfolio is their extensive experience in managing employer 401Ks and individual assets, accounting for approximately half of their total assets under management. This expertise underscores their ability to navigate the intricacies of this specific market segment. Moreover, Cambridge Investment Research Advisors, Inc. manages 87% of their clients' assets on a discretionary basis, highlighting their competence in making informed investment decisions. Boasting an expansive network, the company operates from 2,024 offices across the nation, ensuring accessibility and convenience for their clients. Cambridge Investment Research Advisors, Inc. takes pride in their team of experienced advisors, with notable long-serving individuals like Beckham Wyrick, Anneliese D'Souza, and Ann Stalans, who contribute their extensive knowledge and expertise to the firm's success. With their commitment to delivering top-tier investment advisory services, Cambridge Investment Research Advisors, Inc. continues to make a positive impact in the financial industry.

Wealth Advisors of Iowa, LLC is a reputable investment advisory firm headquartered in West Des Moines, IA. With 12 dedicated employees, the vast majority of whom specialize in providing investment advisory services, the firm boasts a team of experienced professionals committed to delivering exceptional financial guidance to their clients. Impressively, Wealth Advisors of Iowa, LLC achieves an average of approximately $367,460,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is diverse, including methods such as a percentage of assets under management and performance-based fees, ensuring alignment with clients' investment goals. Catering to a diverse clientele, Wealth Advisors of Iowa, LLC serves over 300 individual clients, managing a substantial $346,194,000 in assets. While their primary focus lies in managing assets for high-net-worth individuals, they also possess the expertise to oversee employer funds, although 401(k) and individual accounts represent less than 30% of their total assets under management. With a proud tradition of discretion and trust, Wealth Advisors of Iowa, LLC manages 100% of their clients' assets on a discretionary basis, providing peace of mind and expert decision-making. Operating from a single office, the firm remains deeply rooted in the local community, serving as a trusted partner for individuals and organizations seeking comprehensive wealth management solutions. Notably, Wealth Advisors of Iowa, LLC has a number of longstanding advisors who have played an integral role in the firm's success. Among these key contributors are Brian Newton, Michael Brinker, and Kellie Masters, whose extensive experience and dedication contribute to the firm's sterling reputation.

Brokers Financial, a renowned regional investment advisory firm based out of Urbandale, IA, is dedicated to providing exceptional financial services. With an extensive network of 121 offices, Brokers Financial employs a total of 224 professionals, with 158 of them specializing in investment advisory services. Their team boasts an impressive average of $8,610,000 in assets under management per investment advisor, showcasing their expertise and commitment to client success. The firm's compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees. Notably, over 80% of their assets under management are derived from employer 401K plans and individuals, demonstrating their proficiency in managing such investment vehicles. Brokers Financial excels in overseeing 401K plans for both employers and employees, leveraging their extensive experience and qualifications in this area. Impressively, 56% of the assets they manage are handled on a discretionary basis, highlighting their ability to make informed decisions on behalf of clients. Moreover, they provide additional services as insurance brokers or agents, catering to a diverse range of financial needs. With a vast client base of over 8,580 individuals, Brokers Financial manages an impressive $1,360,141,000 in assets. The firm takes pride in its team of experienced advisors, including long-standing professionals such as Kurtis Thompson, Raymond Evans, and John Limpert, who bring a wealth of expertise and insight to their clients' financial journeys. Brokers Financial's unwavering commitment to delivering tailored financial solutions and their strong track record of success make them a trusted partner for individuals and businesses alike.

Independent Wealth Network, Inc. is a prominent regional investment advisory firm headquartered in Urbandale, IA, boasting a widespread presence with 17 offices. With a team of 27 dedicated professionals, Independent Wealth Network, Inc. exclusively focuses on providing comprehensive investment advisory services to their discerning clientele. Each investment advisor at Independent Wealth Network, Inc. has an impressive track record, managing an average of $10,850,000 in assets under management. The firm's compensation structure is flexible, offering multiple options such as a percentage of assets under management, fixed fees, and hourly charges. What sets Independent Wealth Network, Inc. apart is their extensive expertise in handling employer 401Ks and individual accounts, accounting for approximately half of their assets under management. They have garnered a strong reputation in this area, solidifying their position as a trusted partner for both corporations and individuals. The firm prides itself on their discretionary management, with 83% of the assets they oversee being under their direct control. In addition to investment advisory services, Independent Wealth Network, Inc. offers a range of complementary services, including acting as a registered representative of a broker-dealer, as well as insurance brokerage and agent services. With a client base of over 1,050 individuals, Independent Wealth Network, Inc. manages a substantial $292,822,000 in assets. The company's success is fueled by the expertise and commitment of their experienced advisors, including the highly regarded Michael Rodgers, James Poindexter, and Jeffrey Zupancic, some of the firm's longest-serving professionals. Overall, Independent Wealth Network, Inc. combines their regional presence, specialized knowledge, and exceptional service to help their clients achieve their financial goals and secure their financial future.

Weitzel Financial Services, Inc., headquartered in Dubuque, IA, is a leading investment advisory firm serving over 660 individual clients with an impressive $199,141,000 in assets under management. With a strong focus on personalized financial solutions, Weitzel Financial Services, Inc. has established itself as a trusted partner for individuals and employer 401Ks seeking expert guidance. As a small but highly experienced firm, Weitzel Financial Services, Inc. offers comprehensive investment advisory services, specializing in employer-sponsored retirement plans and individual portfolios. Their team of three dedicated employees, all seasoned investment advisors, collectively brings a wealth of knowledge and expertise to their clients. Weitzel Financial Services, Inc. boasts a well-diversified compensation structure, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. This flexibility ensures that clients can choose a compensation model that best aligns with their unique needs and financial goals. With 99% of their assets under management being discretionary, Weitzel Financial Services, Inc. demonstrates their commitment to providing proactive and tailored investment strategies. The firm takes pride in their ability to consistently deliver exceptional results while safeguarding their clients' financial well-being. Notably, Weitzel Financial Services, Inc. maintains an average of approximately $66,380,000 in assets under management per investment advisor, an industry-average figure. This signifies their dedication to maintaining a manageable client-to-advisor ratio, allowing for personalized attention and quality service. At the heart of Weitzel Financial Services, Inc. are its seasoned advisors, including Donald Rupp, Timothy Weitzel, and Bradley Weitzel, who bring extensive experience and a deep understanding of the financial landscape. Their long-standing presence within the firm underscores the stability and reliability that clients can expect when entrusting their financial future to Weitzel Financial Services, Inc.

Iowa Wealth Management, LLC is a small investment advisory firm based out of West Des Moines, IA. With one office, the company has established itself as a trusted provider of investment advisory services. Comprising a team of two dedicated professionals, Iowa Wealth Management, LLC has been consistently managing an average of $52,920,000 in assets per investment advisor. This figure aligns with the industry average, indicating their competence in handling client portfolios. The compensation structure at Iowa Wealth Management, LLC encompasses various types, such as a percentage of assets under management and hourly charges. While the firm's assets under management are predominantly comprised of discretionary funds, they do possess the capability to manage employer funds, showcasing their versatility in catering to diverse client needs. With a strong client base, Iowa Wealth Management, LLC serves over 100 individual clients, effectively overseeing assets valued at over $105,834,000. Two notable registered advisors, Jonathan Glaser and Elizabeth Johnson, have been instrumental in the firm's success, contributing their expertise and experience to meet client objectives. Their long tenure with the company demonstrates their commitment to building lasting relationships and delivering exceptional service. As a dedicated investment advisory firm, Iowa Wealth Management, LLC remains committed to providing personalized financial solutions and assisting clients in achieving their financial goals. Their presence in West Des Moines, IA, and their comprehensive range of services make them a reputable choice for individuals seeking expert guidance in wealth management and investment strategies.

Des Moines Investments, LLC is a highly reputable investment advisory firm based in Des Moines, IA. With a dedicated team of professionals, the company offers comprehensive investment advisory services to a diverse client base. Their exceptional performance is evident in their average assets under management per investment advisor, which stands at an impressive $168,060,000, significantly surpassing industry standards. As a client-focused firm, Des Moines Investments caters to over 350 individual clients, managing their assets with utmost care and expertise. With a remarkable total assets under management exceeding $140,000,000, the firm's success is evident in its ability to attract and retain clients. A noteworthy achievement is that nearly half of their assets under management originate from employer 401Ks and individuals, reflecting their extensive experience and proficiency in this particular area. Des Moines Investments, LLC operates with discretion and offers a range of compensation structures tailored to meet the unique needs of their clients. These structures include a percentage of assets under management as well as hourly charges, ensuring a flexible and transparent approach. In addition to their investment advisory services, Des Moines Investments also provides insurance brokerage and agency services, offering comprehensive financial solutions to their clients. The firm's commitment to excellence is further demonstrated by their team of experienced advisors. Notably, David Harkin and Matthew Kimberley are two of the longest-tenured registered advisors, contributing their expertise and knowledge to the company's continued success. With their impressive track record, personalized approach, and commitment to client satisfaction, Des Moines Investments, LLC stands out as a trusted partner for individuals and businesses seeking expert investment advice and financial services in the Des Moines area and beyond.

Wilon Wealth Management is a trusted local investment advisory firm headquartered in Urbandale, IA, operating from three convenient office locations. With a team of five dedicated professionals, all specializing in investment advisory services, they have built a solid reputation in the industry. Wilon Wealth Management maintains an impressive average of approximately $32,260,000 in assets under management per investment advisor, demonstrating their expertise in handling substantial portfolios. Their compensation structure offers various options, including a percentage of assets under management, fixed fees, and hourly charges, ensuring a flexible and personalized approach to client relationships. While 401K and individual accounts account for less than 30% of their assets under management, Wilon Wealth Management possesses the capability to effectively manage employer funds. Notably, 100% of the assets they oversee are discretionary, allowing them the freedom to make prudent investment decisions on behalf of their clients. Catering primarily to high-net-worth individuals, Wilon Wealth Management manages a significant amount of assets. With a diverse client base of over 280 individuals, they oversee more than $161,324,000 in assets. The firm takes pride in its team of seasoned advisors, including Thomas Bodensteiner, Connor Peck, and Jason Wiltse, who have contributed to the firm's success through their extensive tenure and industry expertise. Wilon Wealth Management offers personalized and comprehensive investment advisory services, providing their clients with peace of mind and helping them navigate the complexities of wealth management. With their client-centric approach and dedication to delivering exceptional financial solutions, Wilon Wealth Management is well-positioned to serve the investment needs of their discerning clientele.

Five Talents Financial Management Group LLC, based out of West Des Moines, IA, is a highly reputable investment advisory firm with a strong track record. With over 1,000 individual clients and a staggering $164,488,000 in assets under management, they have established themselves as a trusted partner for individuals and employer 401K plans alike. Specializing in discretionary asset management, Five Talents Financial Management Group LLC demonstrates their commitment to providing personalized and comprehensive financial solutions to their clients. Their team of five dedicated professionals, all of whom provide investment advisory services, ensures that each client receives the attention and expertise they deserve. With an average of $32,900,000 in assets under management per investment advisor, Five Talents Financial Management Group LLC showcases their ability to handle substantial portfolios while maintaining a high level of client satisfaction. Moreover, their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients can choose the payment method that best suits their needs. The firm's success can be attributed in part to the expertise of their experienced advisors. Notably, Jeff Jergens, Donald Boyd II, and Herbert Modglin are among the longest-tenured advisors at Five Talents Financial Management Group LLC, providing clients with a wealth of knowledge and insight. Overall, Five Talents Financial Management Group LLC has firmly established itself as a reliable and trusted investment advisory firm, committed to helping clients achieve their financial goals through personalized and strategic wealth management solutions.

Berthel Fisher & Company Financial Services, Inc., a trusted regional investment advisory firm, is headquartered in Cedar Rapids, IA, and boasts an extensive network of 101 offices. With a dedicated team of 100 skilled professionals, the company exclusively focuses on providing top-notch investment advisory services. Each investment advisor at Berthel Fisher & Company Financial Services, Inc. manages an average of approximately $3,960,000 in assets under management, reflecting their expertise in handling substantial portfolios. The company's compensation structure encompasses various methods, including a percentage of assets under management, fixed fees, hourly charges, and commissions. Notably, about half of their assets under management originate from employer 401Ks and individual clients, highlighting their considerable experience and success in this particular area. An impressive 84% of the assets they manage are under discretionary management, demonstrating their clients' confidence in their expertise and decision-making capabilities. In addition to their investment advisory services, Berthel Fisher & Company Financial Services, Inc. also serves as an insurance broker or agent, further expanding their range of financial offerings. The firm proudly serves a vast client base, catering to over 2,160 individual clients who entrust them with a total of $395,939,000 in assets under management. Berthel Fisher & Company Financial Services, Inc. takes pride in its team of highly experienced advisors, with notable individuals such as Patrick Reding, Tim Hohulin, and Todd Caudle being among the firm's longest tenured professionals. Their enduring presence in the industry exemplifies their commitment to providing exceptional financial services and fostering lasting relationships with their clients.

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.