Data / Investment advisers / Serving charitable organizations / Iowa
Investment advisers in Iowa serving charitable organizations: 50 firms
50 SEC registered investment advisers with a main office in Iowa report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $4 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Principal Asset Management.
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- 50Advisers
- $4 billionAUM from this client type
- 50Advisers over $100 million
- November 2, 2026File date
Advisers in Iowa serving charitable organizations
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Principal Asset Management | Des Moines | 30 | $2.04 billion | $427.71 billion | adviserinfo.sec.gov |
| Principal Real Estate | Des Moines | 6 | $496 million | $105.65 billion | adviserinfo.sec.gov |
| BTC Capital Management | Des Moines | 34 | $292.9 million | $4.60 billion | adviserinfo.sec.gov |
| DMKC Advisory Services, LLC | Des Moines | 27 | $277.2 million | $902.5 million | adviserinfo.sec.gov |
| Foster Group, Inc. | Urbandale | 45 | $271.3 million | $4.78 billion | adviserinfo.sec.gov |
| Aegon Asset Management US | Cedar Rapids | 5 | $129.2 million | $88.80 billion | adviserinfo.sec.gov |
| Principal Securities, Inc. | Des Moines | 41 | $77.7 million | $17.02 billion | adviserinfo.sec.gov |
| Gilbert & Cook, Inc. | West des Moines | 13 | $65.5 million | $1.70 billion | adviserinfo.sec.gov |
| Avantax Planning Partners, Inc. | Dubuque | 153 | $49.6 million | $7.57 billion | adviserinfo.sec.gov |
| Investment Consulting Group Inc | Davenport | 6 | $31.2 million | $2.84 billion | adviserinfo.sec.gov |
| Nations Financial Group, Inc. | Cedar Rapids | 16 | $26 million | $4.77 billion | adviserinfo.sec.gov |
| Matheson & Rock Wealth Management, LLC | Davenport | 2 | $26 million | $530 million | adviserinfo.sec.gov |
| BFC Planning, Inc. | Cedar Rapids | 9 | $24.7 million | $3.84 billion | adviserinfo.sec.gov |
| Valiant Wealth, LLC | West des Moines | 5 | $19.5 million | $423.1 million | adviserinfo.sec.gov |
| Northwest Wealth Management, LLC | Spencer | 21 | $19 million | $1.03 billion | adviserinfo.sec.gov |
| Cambridge Investment Research Advisors, Inc. | Fairfield | 6 | $16.9 million | $138.69 billion | adviserinfo.sec.gov |
| Pecaut Wealth Management | Sioux City | 10 | $11.1 million | $381.8 million | adviserinfo.sec.gov |
| Quad-Cities Investment Group, LLC | Davenport | 6 | $10.3 million | $425.5 million | adviserinfo.sec.gov |
| Iowa Wealth Management, LLC | West des Moines | 5 | $9.8 million | $123.9 million | adviserinfo.sec.gov |
| Steele Capital Management, Inc. | Dubuque | Fewer than 5 | $9.7 million | $3.55 billion | adviserinfo.sec.gov |
| Water Valley Investment Advisors, Inc. | Sioux Center | 6 | $9.4 million | $157.2 million | adviserinfo.sec.gov |
| Basepoint Wealth, LLC | Cedar Rapids | 5 | $9.3 million | $883.8 million | adviserinfo.sec.gov |
| FSB Premier Wealth Management, Inc. | Waterloo | 14 | $7.8 million | $431.7 million | adviserinfo.sec.gov |
| Plan2thrive Financial | Eldridge | 20 | $7.8 million | $147.5 million | adviserinfo.sec.gov |
| Cedar Point Capital Partners, LLC | Cedar Rapids | 3 | $7.7 million | $248.1 million | adviserinfo.sec.gov |
| Integrity Alliance, LLC | Urbandale | 5 | $6.5 million | $5.41 billion | adviserinfo.sec.gov |
| Wilon Wealth Management | Urbandale | 4 | $5.1 million | $264.1 million | adviserinfo.sec.gov |
| Ausdal Financial Partners, Inc. | Davenport | 18 | $5.1 million | $3.73 billion | adviserinfo.sec.gov |
| Rda Financial Network | Akron | 2 | $4.3 million | $675.2 million | adviserinfo.sec.gov |
| Friday Financial | Dubuque | 3 | $3.9 million | $409.3 million | adviserinfo.sec.gov |
| Nikulski Financial, Inc. | Bettendorf | 4 | $3.8 million | $449 million | adviserinfo.sec.gov |
| Legacy Bridge Private Family Offices | West des Moines | 1 | $3.5 million | $425.8 million | adviserinfo.sec.gov |
| Bridgeway Wealth Management, LLC | Cedar Rapids | Fewer than 5 | $2.5 million | $164.6 million | adviserinfo.sec.gov |
| Retireright Consulting Group | West des Moines | 5 | $2.4 million | $561.1 million | adviserinfo.sec.gov |
| Syverson Strege | West des Moines | 5 | $2.3 million | $910.8 million | adviserinfo.sec.gov |
| Kane Company Wealth Management, Inc. | Johnston | Fewer than 5 | $2.3 million | $284.7 million | adviserinfo.sec.gov |
| Midwestern Financial Group | Iowa City | Fewer than 5 | $1.7 million | $172.8 million | adviserinfo.sec.gov |
| Accel Wealth Management | Waverly | Fewer than 5 | $1.7 million | $1.15 billion | adviserinfo.sec.gov |
| Independent Wealth Network, Inc. | Urbandale | 1 | $1.5 million | $518.4 million | adviserinfo.sec.gov |
| Compass Financial Services | West des Moines | Fewer than 5 | $1.2 million | $407.4 million | adviserinfo.sec.gov |
| Lane Family Wealth Management | North Liberty | Fewer than 5 | $795,601 | $142.7 million | adviserinfo.sec.gov |
| Wealth Advisors of Iowa, LLC | West des Moines | 3 | $685,420 | $539.4 million | adviserinfo.sec.gov |
| The Life Group Financial Services | Dubuque | Fewer than 5 | $593,734 | $146.2 million | adviserinfo.sec.gov |
| Visionx Wealth Partners | Fort Dodge | 1 | $549,693 | $110.2 million | adviserinfo.sec.gov |
| Clarity Asset Management, Inc. | Ames | 1 | $524,036 | $257.4 million | adviserinfo.sec.gov |
| Bradford Financial Center | Clarion | Fewer than 5 | $507,612 | $229.7 million | adviserinfo.sec.gov |
| Wealthspan Partners, LLC | Davenport | Fewer than 5 | $103,557 | $451.1 million | adviserinfo.sec.gov |
| Mokosak Advisory Group, LLC | Urbandale | Fewer than 5 | $87,460 | $413.9 million | adviserinfo.sec.gov |
| Five Talents Financial Management Group LLC | West des Moines | Fewer than 5 | $84,200 | $256 million | adviserinfo.sec.gov |
| Merkle Retirement Planning | Grimes | 1 | $12,624 | $568.8 million | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.