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.

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.

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.

Midwest Financial is a small investment advisory firm based out of Glidden, IA, with one office. With a team of four dedicated professionals, Midwest Financial provides expert investment advisory services to a diverse clientele. One of their advisors specializes in offering personalized investment strategies tailored to meet clients' unique financial goals. With an impressive average of approximately $204,980,000 in assets under management per investment advisor, Midwest Financial stands out with a high level of expertise and proficiency, surpassing industry standards. Their compensation structure is designed to cater to different client preferences and includes options such as a percentage of assets under management, hourly charges, and fixed fees. Renowned for their proficiency in managing employer 401Ks and individual accounts, Midwest Financial boasts extensive experience in this field. Approximately half of the firm's assets under management are derived from these sources, demonstrating their expertise in navigating the complexities of retirement planning and individual investment needs. Furthermore, Midwest Financial prides itself on its discretionary management approach, overseeing 100% of the assets they handle. This ensures that clients can rely on their knowledgeable team to make informed investment decisions on their behalf, alleviating the burden of day-to-day investment management. With over 470 individual clients and assets under management exceeding $204,985,000, Midwest Financial has established itself as a trusted and reputable advisory firm within the Glidden community and beyond. Brian Johnson and Jeremiah Johnson are among the firm's longest tenured registered advisors, contributing their wealth of knowledge and expertise to the success of Midwest Financial.

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.

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.

Legacy Bridge Private Family Offices, based out of West Des Moines, IA, is a distinguished investment advisory firm that caters to the financial needs of high net worth individuals. With over 10 individual clients and an impressive $292,562,000 in assets under management, Legacy Bridge takes pride in providing exceptional services and personalized wealth management strategies. As a small firm with three offices, Legacy Bridge offers a boutique approach to investing, ensuring a close relationship with each client. All of the assets they manage are discretionary, granting them the flexibility to make informed decisions aligned with their clients' goals and risk tolerance. Legacy Bridge's compensation structure is diverse and tailored to meet their clients' unique requirements. They offer various fee options, including a percentage of assets under management, hourly charges, fixed fees, and performance-based fees, demonstrating their commitment to transparency and aligning their interests with those of their clients. With a team of seven dedicated professionals, including two investment advisors, Legacy Bridge boasts an impressive average of approximately $146,280,000 in assets under management per investment advisor. This figure significantly surpasses the industry average, highlighting their expertise and ability to handle substantial portfolios effectively. Within the firm, Timothy Kadlec and Michael Hyzer stand out as two of the longest tenured registered advisors, contributing their extensive experience and knowledge to the company's success. Legacy Bridge Private Family Offices combines personalized service, discretionary management, and a diverse compensation structure to create a seamless and fruitful experience for their esteemed clientele.

AO Wealth Advisory, a small investment advisory firm based out of Urbandale, IA, is dedicated to providing comprehensive financial services to its clients. With over 270 individual clients and a remarkable $121,445,000 in assets under management, AO Wealth Advisory is a trusted partner for individuals and employers alike. Specializing in employer 401Ks and individual investment management, AO Wealth Advisory boasts extensive experience in this space. An impressive 93% of the assets they manage are discretionary, reflecting their clients' confidence in their expertise and decision-making. Their compensation structure is flexible and tailored to meet clients' needs, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures transparency and aligns the firm's interests with those of their clients. With three dedicated employees, AO Wealth Advisory maintains a personalized approach to investment advisory services. Their team of knowledgeable professionals, including Daycen Douglass, Adam Obrecht, and Eric Williams, brings a wealth of experience to the table. In addition to investment advisory, AO Wealth Advisory also offers insurance brokerage services, providing comprehensive coverage options to protect their clients' financial well-being. Located in Urbandale, IA, AO Wealth Advisory serves as a trusted local partner for individuals and employers seeking expert guidance in managing their assets and securing their financial future. With an average of $40,480,000 in assets under management per investment advisor, they strive to deliver tailored solutions and exceptional service to each client they serve.

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.

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.