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.

Iron Horse Wealth Management, LLC, headquartered in Johnston, IA, is a reputable investment advisory firm dedicated to providing comprehensive financial services to its clients. With a team of six experienced professionals, they specialize in delivering personalized investment advisory services to individuals and businesses alike. Their impressive average of approximately $401,520,000 in assets under management per investment advisor surpasses the industry average, reflecting their expertise and success in managing substantial portfolios. Iron Horse Wealth Management, LLC caters to a diverse clientele, boasting over 1,240 individual clients who entrust them with more than $336,783,000 in assets under management. Notably, they have established a strong presence in the employer 401K and individual investment markets, with approximately half of their assets under management originating from these sources. Their extensive experience in this space demonstrates their ability to navigate and optimize investments within these domains. The firm's compensation structure is designed to align their interests with their clients, offering various types of fees such as a percentage of assets under management, fixed fees, and performance-based fees. This ensures that Iron Horse Wealth Management, LLC remains focused on delivering exceptional results and enhancing the financial well-being of their clients. With a notable presence in the local community, Iron Horse Wealth Management, LLC operates from their Johnston, IA office. The firm's dedication to their clients' success is reflected in the tenure of their advisors, with respected professionals such as Daniel Beyer, Greg Hayes, and Dennis Markway serving as some of the firm's longest-standing and trusted advisors.

Merkle Retirement Planning, based out of Grimes, IA, is a distinguished local investment advisory firm with a strong presence in the industry. With over 560 individual clients and an impressive $260,602,000 in assets under management, they have established themselves as a trusted partner for individuals and employer 401K plans alike. Having built a reputation for excellence, Merkle Retirement Planning offers extensive expertise in retirement planning and investment management. Their team of 16 dedicated professionals, including five investment advisors, possesses a deep understanding of the complexities of the financial landscape. Each advisor at Merkle Retirement Planning manages an average of $52,120,000 in assets, demonstrating their ability to effectively guide clients towards their financial goals. One of the key strengths of Merkle Retirement Planning lies in their discretionary asset management approach. With 100% of the assets they manage being discretionary, clients can trust that their investments are in capable hands, allowing them to focus on other aspects of their lives with peace of mind. Merkle Retirement Planning provides a flexible compensation structure, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients can choose a fee structure that aligns with their unique needs and preferences. Led by experienced advisors, including Chawn Honkomp, Abby Huntrods, and Loren Merkle, who have been with the firm for many years, Merkle Retirement Planning is committed to delivering personalized financial guidance and exceptional service to their clients. With their client-centric approach and wealth of industry knowledge, they are well-positioned to help individuals and organizations navigate the complexities of retirement planning and achieve long-term financial success.

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.

Weis Advisory, a small investment advisory firm based out of Clive, IA, is dedicated to providing personalized financial solutions to their clients. With over 460 individual clients and a staggering $143,693,000 in assets under management, Weis Advisory is a trusted partner in helping individuals and employers navigate the complex world of investment. A significant portion of their assets under management is derived from employer 401Ks and individual accounts, showcasing their expertise in this particular area. With a remarkable track record, they manage 90% of their assets on a discretionary basis, offering clients the peace of mind that comes with professional oversight. Weis Advisory's compensation structure is diverse, offering multiple options that suit the needs of their clients. These include a percentage of assets under management and fixed fees, ensuring transparency and alignment of interests. Employing a total of 9 dedicated professionals, Weis Advisory boasts a team of experienced investment advisors who collectively manage an average of $35,920,000 in assets per advisor. Among their esteemed staff are Joshua Hildman, David Olberding, and Thomas Weissenburger, who bring a wealth of knowledge and expertise to the firm. With a commitment to exceptional service and a personalized approach, Weis Advisory strives to build long-term relationships with their clients, helping them achieve their financial goals and secure their future. Located in Clive, IA, they are well-positioned to serve individuals and businesses throughout the region with their comprehensive investment advisory services.

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.

LSB Wealth Management, a prominent investment advisory firm headquartered in Clive, IA, serves a diverse clientele of over 450 individuals, managing an impressive $225,367,000 in assets. With six offices strategically located across the region, LSB Wealth Management has established itself as a trusted local partner in wealth management. As a testament to their expertise, LSB Wealth Management has built a solid reputation in managing employer 401Ks and individual portfolios, which account for approximately half of their assets under management. Their comprehensive knowledge and experience in this field make them a reliable choice for individuals and businesses seeking professional financial guidance. With 15 dedicated employees, including 11 investment advisors, LSB Wealth Management offers personalized and tailored solutions to meet the unique needs of each client. The firm's advisors boast an impressive average of $20,490,000 in assets under management per advisor, highlighting their ability to handle substantial portfolios effectively. Among the notable figures at LSB Wealth Management are Amy Wright, Hunter Bell, and Benjamin Steele, who have established themselves as some of the firm's longest-tenured and highly respected advisors. Their deep understanding of the financial markets and commitment to delivering exceptional client service contribute to the firm's success. LSB Wealth Management operates on a flexible compensation structure, providing clients with various options such as a percentage of assets under management, hourly charges, and fixed fees. This approach ensures transparency and aligns the firm's interests with the financial goals of their valued clients. In summary, LSB Wealth Management's impressive track record, local presence, experienced team, and comprehensive range of services make them a trusted partner for individuals and businesses seeking professional wealth management solutions in Clive, IA, and beyond.

Boyle Capital is a leading investment advisory firm based out of West Des Moines, IA. With a team of six highly skilled professionals, including five dedicated investment advisors, Boyle Capital offers comprehensive financial services to a diverse range of clients. With an impressive average of approximately $32,290,000 in assets under management per investment advisor, the firm's expertise and commitment to delivering exceptional results make them a trusted partner in managing clients' financial portfolios. Boyle Capital's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This allows clients to choose a payment method that aligns with their individual needs and preferences. With over 390 individual clients and more than $238,060,000 in assets under management, Boyle Capital has established a strong presence in the financial industry. Notably, approximately half of their assets under management are derived from employer 401Ks or individuals, showcasing their extensive experience in this sector. Furthermore, a significant 63% of the assets they manage are discretionary, highlighting their expertise in making informed investment decisions on behalf of their clients. Operating from three strategically located offices, Boyle Capital ensures accessibility and convenience for their clients. The firm takes pride in its team of experienced advisors, including the longest-tenured experts like David Merritt, Ryan O'Hare, and Brian Boyle. Their deep understanding of the market and dedication to client success have positioned Boyle Capital as a trusted and reliable partner for individuals and businesses seeking comprehensive investment advisory services.

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.

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.

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.