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.

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.

FOSTER GROUP, INC. is a highly reputable regional investment advisory firm based out of West Des Moines, IA, with a strong presence in the financial industry. With over 1,160 individual clients and an impressive $3,083,295,000 in assets under management, Foster Group is dedicated to providing comprehensive financial solutions and expert investment advice. Operating from two offices, Foster Group's portfolio management is built on a foundation of trust, transparency, and personalized service. While they primarily focus on managing discretionary assets, including 401K and individual accounts, they also possess the expertise to oversee employer funds. This versatility enables Foster Group to cater to a diverse range of clients with varying financial goals and needs. The firm's compensation structure offers flexibility and client-centricity. They employ various models, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have options that align with their preferences and financial circumstances. With a team of 75 dedicated professionals, including 42 investment advisors, Foster Group maintains an impressive average of approximately $73,410,000 in assets under management per investment advisor. While this figure is on par with the industry average, it underscores the firm's commitment to delivering personalized attention and tailored financial strategies to their valued clients. Notably, Foster Group prides itself on its experienced advisors, some of whom have been with the firm for the longest tenure. Esteemed advisors like Gregory Olsen, Kent Kramer, and Travis Rychnovsky contribute their extensive knowledge and expertise, further enhancing the firm's capabilities and client offerings. Overall, Foster Group, Inc. stands out as a trusted partner in the financial sector, delivering exceptional investment advisory services and striving to help clients achieve their long-term financial objectives.

Valiant Wealth, LLC is a small investment advisory firm based out of West Des Moines, IA, operating from three offices. With a total of 11 employees, two of whom specialize in providing investment advisory services, Valiant Wealth, LLC manages an average of approximately $125,060,000 in assets per investment advisor, which aligns with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management, fixed fees, and performance-based fees. Although 401K and individual accounts account for less than 30% of their assets under management, Valiant Wealth, LLC possesses the capability to effectively manage employer funds. A notable aspect of their operations is that 71% of the assets they manage are under discretionary control. Demonstrating their expertise, the firm oversees the assets of over 90 individual clients, amounting to an impressive $250,113,000 in assets under management. At Valiant Wealth, LLC, Douglas Vander Weide and Michael Jiskoot stand out as the firm's two longest tenured registered advisors. Their extensive experience and industry knowledge contribute to the company's success in delivering top-notch investment advisory services. With their commitment to professionalism and client satisfaction, Valiant Wealth, LLC has established itself as a trusted partner for individuals and organizations seeking expert guidance in managing their wealth and investments. Through their comprehensive compensation structure and diverse range of services, Valiant Wealth, LLC aims to help their clients achieve their financial goals with confidence and peace of mind.

Vivid Wealth Management, LLC is a reputable investment advisory firm based out of West Des Moines, IA. With a team of two highly experienced professionals, Vivid Wealth Management offers a range of investment advisory services to its clients. Their compensation structure is flexible, incorporating various types such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients have options that align with their specific financial needs. Vivid Wealth Management has established a strong presence in the industry, boasting over 260 individual clients and managing an impressive $126,335,000 in assets. Notably, approximately half of their assets under management are from employer 401Ks and individual clients, showcasing their expertise in this particular area. Dedicated to providing personalized service, Vivid Wealth Management manages 100% of their clients' assets on a discretionary basis. This approach allows them to make informed investment decisions on behalf of their clients, providing them with peace of mind and confidence in their financial strategies. Headquartered in West Des Moines, IA, Vivid Wealth Management operates out of a single office, ensuring a focused and streamlined approach to client service. Cameron Mccarty and Thomas Breitbach, two of the longest tenured registered advisors with the firm, bring their extensive knowledge and expertise to guide clients towards their financial goals. With their commitment to exceptional service and a proven track record in managing assets, Vivid Wealth Management, LLC is a trusted partner for individuals seeking comprehensive investment advisory services.

Avantax Planning Partners, Inc., headquartered in Dubuque, IA, is a leading regional investment advisory firm with a strong presence and 90 offices nationwide. With a team of 239 dedicated professionals, all of whom specialize in providing investment advisory services, Avantax Planning Partners, Inc. stands out in the industry. With an impressive average of approximately $324,520,000 in assets under management per investment advisor, Avantax Planning Partners, Inc. surpasses the industry average, showcasing their expertise in managing clients' financial portfolios. Their compensation structure is diverse, including a percentage of assets under management. The firm takes pride in serving over 5,870 individual clients and effectively managing their assets, which amount to over $5,456,488,000. Although 401K and individual accounts represent less than 30% of their assets under management, Avantax Planning Partners, Inc. possesses the capability to effectively manage employer funds. Importantly, they exercise full discretion over the assets they manage. In addition to their investment advisory services, Avantax Planning Partners, Inc. offers a range of other financial services, including being a registered representative of a broker-dealer and serving as an insurance broker or agent. This comprehensive approach enables them to cater to their clients' diverse financial needs. The firm prides itself on its experienced team, with long-tenured advisors such as Linda Diebold, Robert Mccoy, and Wendy Sims, who bring a wealth of knowledge and expertise to their clients' financial journeys. Their commitment to providing personalized and reliable financial guidance has made Avantax Planning Partners, Inc. a trusted partner for individuals and businesses seeking expert financial advice.

Midwest Heritage Financial Advisors, based out of West Des Moines, IA, is a distinguished investment advisory firm with a strong track record of success. With a team of two highly skilled professionals, they specialize in providing comprehensive investment advisory services to their esteemed clientele. Demonstrating their expertise, each investment advisor manages an impressive average of $158,740,000 in assets under management, surpassing the industry average. The firm's compensation structure is diverse, offering clients flexibility in choosing the most suitable option. They provide various fee types, including a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. This approach ensures that clients have tailored compensation arrangements that align with their unique financial goals. Midwest Heritage Financial Advisors boasts a robust client base, with over 230 individual clients entrusting them with a total of $176,760,000 in assets under management. Notably, approximately half of these assets originate from employer 401Ks or individual sources, highlighting the firm's extensive experience in this sector. As a testament to their commitment to excellence, the firm manages 100% of their clients' assets on a discretionary basis, allowing for efficient decision-making and strategic portfolio management. Moreover, Midwest Heritage Financial Advisors offers an array of additional services, serving as a registered representative of a broker-dealer, insurance broker or agent, as well as a bank. Operating from two offices, Midwest Heritage Financial Advisors is well-positioned to deliver personalized financial advice and support to its clients. The firm takes pride in its team of seasoned advisors, including Casey Malloy, Guy Eckman, and Matthew Watters, who bring a wealth of experience and expertise to their roles. Clients can trust Midwest Heritage Financial Advisors for comprehensive, tailored solutions to meet their financial objectives.

Principal Asset Management is a reputable regional investment advisory firm headquartered in Des Moines, IA. With an extensive network of 24 offices, they have established a strong presence in the financial industry. As a prominent player in the market, Principal Asset Management boasts a total workforce of 1,925 dedicated professionals, with 683 of them specializing in investment advisory services. Their team of advisors possesses a wealth of expertise and experience, ensuring top-notch financial guidance for their clients. Distinguished by their impressive track record, Principal Asset Management manages an average of approximately $408,650,000 in assets per investment advisor, a figure significantly higher than the industry average. This accomplishment reflects their commitment to delivering exceptional results and maximizing returns for their clients. Their compensation structure is multifaceted and includes various types such as a percentage of assets under management, fixed fees, and performance-based fees. With a focus on discretionary management, Principal Asset Management oversees a staggering 97% of the assets entrusted to their care. This level of trust speaks volumes about their credibility and ability to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, Principal Asset Management also excels in providing commodity pool operator or commodity trading advisor services, whether registered or exempt from registration. This comprehensive approach allows them to cater to a diverse range of client needs. Principal Asset Management proudly serves a vast clientele of over 5,660 individuals, collectively entrusting the firm with more than $279,108,497,000 in assets under management. The firm's long-standing success can be attributed, in part, to their team of seasoned advisors. Notably, individuals such as Eric Forret, Scott Sams, and William Lefler have enjoyed remarkable tenures at the company, contributing their expertise to the firm's continued growth and success.

Syverson Strege is a reputable investment advisory firm located in West Des Moines, IA. With a single office, the firm has established itself as a trusted provider of investment advisory services. Their team consists of 14 experienced professionals who are dedicated to assisting clients in achieving their financial goals. With an average of approximately $47,550,000 in assets under management per investment advisor, Syverson Strege maintains a competitive position within the industry. Their compensation structure is diverse, including options such as a percentage of assets under management, hourly charges, and fixed fees. While the firm manages less than 30% of their assets through 401K and individual accounts, they possess the expertise to handle employer funds. A notable aspect of Syverson Strege's portfolio is the discretionary management of 78% of the assets they oversee. Primarily catering to high net worth individuals, the firm proudly serves over 250 individual clients, managing an impressive $665,694,000 in assets. The company's success can be attributed in part to the experience and dedication of their longest tenured advisors, namely Wayne Johnson, Johnne Syverson, and David Strege. Syverson Strege strives to deliver exceptional service and tailored investment strategies to their clients. Their commitment to integrity, professionalism, and client satisfaction positions them as a reliable partner for individuals seeking expert investment advice in the West Des Moines area.

Bradford Financial Center, headquartered in Clarion, IA, is a prominent local investment advisory firm with a strong presence in the region. With a network of four offices, they offer comprehensive financial services to a diverse client base. With a total of 21 dedicated professionals, 12 of whom specialize in investment advisory services, Bradford Financial Center boasts a team of experienced and knowledgeable advisors. Their impressive track record is evident in the average assets under management per investment advisor, which stands at approximately $15,570,000. The firm's compensation structure caters to client needs, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. One notable aspect of Bradford Financial Center is their expertise in managing employer 401Ks and individual portfolios, which account for approximately half of their assets under management. Their proficiency in this domain ensures that clients receive the highest level of service and guidance. Beyond investment advisory, Bradford Financial Center offers additional services, serving as a registered representative of a broker-dealer and acting as an insurance broker or agent. This comprehensive approach allows clients to benefit from a wide range of financial solutions under one roof. With over 640 individual clients and an impressive $186,890,000 in assets under management, Bradford Financial Center has built a strong reputation based on trust, reliability, and performance. The firm takes pride in their dedicated team of advisors, with long-tenured professionals such as Larry Pickard, Marty Schimp, and James Tausz leading the way. Their commitment to excellence has earned them the trust and loyalty of their extensive client base.

Clarity Asset Management, Inc. is a reputable and experienced investment advisory firm based out of Ames, IA. With a team of five dedicated professionals, including four investment advisors, they offer comprehensive financial services to a diverse range of clients. Leveraging their expertise, Clarity Asset Management manages a substantial portfolio of assets, averaging approximately $40,370,000 in assets under management per investment advisor. The firm's compensation structure is flexible and tailored to meet clients' needs, encompassing various methods such as a percentage of assets under management, fixed fees, and hourly charges. With over 200 individual clients and a staggering $190,989,000 in assets under management, Clarity Asset Management excels in managing both employer 401Ks and individual portfolios. Their proven track record in this space highlights their proficiency and reliability. Clarity Asset Management prides itself on its 100% discretionary asset management approach, ensuring that all investment decisions are made autonomously and in the best interest of their clients. With six offices strategically located, they provide convenient access to their services throughout the region. The firm's success can be attributed in part to its team of experienced advisors. Kacy Bass, Steven Larson, and Donald Erickson are among the longest-tenured professionals at Clarity Asset Management, bringing a wealth of knowledge and expertise to their clients' financial journeys. Clarity Asset Management, Inc. sets itself apart through its commitment to providing personalized, comprehensive investment advisory services and its strong focus on client satisfaction. With a proven track record and a team of dedicated professionals, they continue to be a trusted partner in helping individuals and organizations achieve their financial goals.

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.