{
  "path": "/advisors/ia",
  "url": "https://advisorcensus.com/advisors/ia/page/2",
  "page_type": "state",
  "title": "Financial advisors in Iowa",
  "filters": {},
  "scope_total": 188,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Iowa?",
      "a": "AdvisorCensus lists 188 investment advisory firms with a principal office in Iowa, from Form ADV filings as of October 2026: 92 SEC-registered, 85 state-registered, and 11 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Iowa?",
      "a": "55 of the 188 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Iowa offer financial planning?",
      "a": "138 of the 177 firms in Iowa that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Iowa fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 55 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 188 investment advisory firms with a principal office in Iowa, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Iowa: 188 firms from Form ADV filings as of October 2026.",
  "total_firms": 188,
  "page": 2,
  "total_pages": 4,
  "sort": "name",
  "registration_types": {
    "sec": 92,
    "state": 85,
    "exempt": 11
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 55
    },
    {
      "code": "percentage_of_aum",
      "count": 157
    },
    {
      "code": "hourly",
      "count": 100
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 116
    },
    {
      "code": "commissions",
      "count": 7
    },
    {
      "code": "performance_based",
      "count": 10
    },
    {
      "code": "other",
      "count": 38
    },
    {
      "code": "not_reported",
      "count": 11
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 64
    },
    {
      "code": "5_to_9",
      "count": 68
    },
    {
      "code": "10_to_19",
      "count": 32
    },
    {
      "code": "20_plus",
      "count": 23
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 33
    },
    {
      "code": "25m_100m",
      "count": 28
    },
    {
      "code": "100m_500m",
      "count": 57
    },
    {
      "code": "500m_1b",
      "count": 13
    },
    {
      "code": "1b_5b",
      "count": 12
    },
    {
      "code": "over_5b",
      "count": 9
    },
    {
      "code": "not_reported",
      "count": 36
    }
  ],
  "firms": [
    {
      "crd_number": 332622,
      "name": "Custom FIT Financial",
      "name_as_filed": "CUSTOM FIT FINANCIAL",
      "url": "https://advisorcensus.com/firm/custom-fit-financial-cedar-rapids-ia-332622",
      "city": "Cedar Rapids",
      "state": "IA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326415,
      "name": "Custom Wealth Planners",
      "name_as_filed": "CUSTOM WEALTH PLANNERS",
      "url": "https://advisorcensus.com/firm/custom-wealth-planners-ankeny-ia-326415",
      "city": "Ankeny",
      "state": "IA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313984,
      "name": "Dentist Exit Planning",
      "name_as_filed": "DENTIST EXIT PLANNING",
      "url": "https://advisorcensus.com/firm/dentist-exit-planning-windsor-heights-ia-313984",
      "city": "Windsor Heights",
      "state": "IA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146322,
      "name": "DES Moines Investments, LLC",
      "name_as_filed": "DES MOINES INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/des-moines-investments-llc-des-moines-ia-146322",
      "city": "Des Moines",
      "state": "IA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310235,
      "name": "Desla Wealth Management",
      "name_as_filed": "DESLA WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/desla-wealth-management-west-des-moines-ia-310235",
      "city": "West des Moines",
      "state": "IA",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328798,
      "name": "Diamond Trail Capital Management",
      "name_as_filed": "DIAMOND TRAIL CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/diamond-trail-capital-management-waukee-ia-328798",
      "city": "Waukee",
      "state": "IA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145112,
      "name": "DMKC Advisory Services, LLC",
      "name_as_filed": "DMKC ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/dmkc-advisory-services-llc-des-moines-ia-145112",
      "city": "Des Moines",
      "state": "IA",
      "years_registered": 19,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338543,
      "name": "DRG Financial, LLC",
      "name_as_filed": "DRG FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/drg-financial-llc-338543",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301372,
      "name": "DSM Financial L.L.C.",
      "name_as_filed": "DSM FINANCIAL L.L.C.",
      "url": "https://advisorcensus.com/firm/dsm-financial-l-l-c-urbandale-ia-301372",
      "city": "Urbandale",
      "state": "IA",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288763,
      "name": "Dynamic Financial Group",
      "name_as_filed": "DYNAMIC FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/dynamic-financial-group-cedar-falls-ia-288763",
      "city": "Cedar Falls",
      "state": "IA",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291396,
      "name": "FBL Wealth Management, LLC",
      "name_as_filed": "FBL WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/fbl-wealth-management-llc-west-des-moines-ia-291396",
      "city": "West des Moines",
      "state": "IA",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115904,
      "name": "Fencl Advisory Services, LLC",
      "name_as_filed": "FENCL ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/fencl-advisory-services-llc-cedar-falls-ia-115904",
      "city": "Cedar Falls",
      "state": "IA",
      "years_registered": 26,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307987,
      "name": "Five Talents Financial Management Group LLC",
      "name_as_filed": "FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC",
      "url": "https://advisorcensus.com/firm/five-talents-financial-management-group-llc-west-des-moines-ia-307987",
      "city": "West des Moines",
      "state": "IA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117546,
      "name": "Forrest Financial Services",
      "name_as_filed": "FORREST FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/forrest-financial-services-windsor-heights-ia-117546",
      "city": "Windsor Heights",
      "state": "IA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107148,
      "name": "Foster Group, Inc.",
      "name_as_filed": "FOSTER GROUP, INC.",
      "url": "https://advisorcensus.com/firm/foster-group-inc-west-des-moines-ia-107148",
      "city": "West des Moines",
      "state": "IA",
      "years_registered": 35,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329748,
      "name": "Friday Financial",
      "name_as_filed": "FRIDAY FINANCIAL",
      "url": "https://advisorcensus.com/firm/friday-financial-dubuque-ia-329748",
      "city": "Dubuque",
      "state": "IA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 15898,
      "name": "FSB Premier Wealth Management, Inc.",
      "name_as_filed": "FSB PREMIER WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/fsb-premier-wealth-management-inc-waterloo-ia-15898",
      "city": "Waterloo",
      "state": "IA",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342550,
      "name": "Geneva Roth Holding Corp",
      "name_as_filed": "GENEVA ROTH HOLDING CORP",
      "url": "https://advisorcensus.com/firm/geneva-roth-holding-corp-342550",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283112,
      "name": "Gilbert & Cook, Inc.",
      "name_as_filed": "GILBERT & COOK, INC.",
      "url": "https://advisorcensus.com/firm/gilbert-and-cook-inc-west-des-moines-ia-283112",
      "city": "West des Moines",
      "state": "IA",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160583,
      "name": "Green Belt Bank & Trust",
      "name_as_filed": "GREEN BELT BANK & TRUST",
      "url": "https://advisorcensus.com/firm/green-belt-bank-and-trust-iowa-falls-ia-160583",
      "city": "Iowa Falls",
      "state": "IA",
      "years_registered": 13,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288403,
      "name": "Green Belt Investment Services",
      "name_as_filed": "GREEN BELT INVESTMENT SERVICES",
      "url": "https://advisorcensus.com/firm/green-belt-investment-services-288403",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305311,
      "name": "Greenstone Wealth Management",
      "name_as_filed": "GREENSTONE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/greenstone-wealth-management-forest-city-ia-305311",
      "city": "Forest City",
      "state": "IA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116220,
      "name": "Gremler Financial Corp",
      "name_as_filed": "GREMLER FINANCIAL CORP",
      "url": "https://advisorcensus.com/firm/gremler-financial-corp-116220",
      "city": null,
      "state": null,
      "years_registered": 20,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299020,
      "name": "Greteman Capital Management",
      "name_as_filed": "GRETEMAN CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/greteman-capital-management-carroll-ia-299020",
      "city": "Carroll",
      "state": "IA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290066,
      "name": "Grit Family Office, LLC",
      "name_as_filed": "GRIT FAMILY OFFICE, LLC",
      "url": "https://advisorcensus.com/firm/grit-family-office-llc-cedar-rapids-ia-290066",
      "city": "Cedar Rapids",
      "state": "IA",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322080,
      "name": "Gwop",
      "name_as_filed": "GWOP",
      "url": "https://advisorcensus.com/firm/gwop-iowa-city-ia-322080",
      "city": "Iowa City",
      "state": "IA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 338236,
      "name": "Hart Wealth Management",
      "name_as_filed": "HART WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/hart-wealth-management-west-des-moines-ia-338236",
      "city": "West des Moines",
      "state": "IA",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 120342,
      "name": "Heartland Financial Services, Ltd.",
      "name_as_filed": "HEARTLAND FINANCIAL SERVICES, LTD.",
      "url": "https://advisorcensus.com/firm/heartland-financial-services-ltd-cedar-falls-ia-120342",
      "city": "Cedar Falls",
      "state": "IA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298316,
      "name": "Highland Wealth Management",
      "name_as_filed": "HIGHLAND WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/highland-wealth-management-298316",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323489,
      "name": "Ignite Financial",
      "name_as_filed": "IGNITE FINANCIAL",
      "url": "https://advisorcensus.com/firm/ignite-financial-cedar-falls-ia-323489",
      "city": "Cedar Falls",
      "state": "IA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286262,
      "name": "Independent Wealth Network, Inc.",
      "name_as_filed": "INDEPENDENT WEALTH NETWORK, INC.",
      "url": "https://advisorcensus.com/firm/independent-wealth-network-inc-urbandale-ia-286262",
      "city": "Urbandale",
      "state": "IA",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298656,
      "name": "Innovative Wealth Management, LLC",
      "name_as_filed": "INNOVATIVE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/innovative-wealth-management-llc-jesup-ia-298656",
      "city": "Jesup",
      "state": "IA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139627,
      "name": "Integrity Alliance, LLC",
      "name_as_filed": "INTEGRITY ALLIANCE, LLC",
      "url": "https://advisorcensus.com/firm/integrity-alliance-llc-urbandale-ia-139627",
      "city": "Urbandale",
      "state": "IA",
      "years_registered": 17,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301088,
      "name": "Integrity Wealth Management LLC",
      "name_as_filed": "INTEGRITY WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/integrity-wealth-management-llc-301088",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106967,
      "name": "Investment Consulting Group Inc",
      "name_as_filed": "INVESTMENT CONSULTING GROUP INC",
      "url": "https://advisorcensus.com/firm/investment-consulting-group-inc-davenport-ia-106967",
      "city": "Davenport",
      "state": "IA",
      "years_registered": 35,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286435,
      "name": "Iowa Wealth Management, LLC",
      "name_as_filed": "IOWA WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/iowa-wealth-management-llc-west-des-moines-ia-286435",
      "city": "West des Moines",
      "state": "IA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310048,
      "name": "ISA Ventures Fund Management, LLC",
      "name_as_filed": "ISA VENTURES FUND MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/isa-ventures-fund-management-llc-cedar-rapids-ia-310048",
      "city": "Cedar Rapids",
      "state": "IA",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 115756,
      "name": "Kane Company Wealth Management, Inc.",
      "name_as_filed": "KANE COMPANY WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/kane-company-wealth-management-inc-johnston-ia-115756",
      "city": "Johnston",
      "state": "IA",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304133,
      "name": "Keystone Wealth Management",
      "name_as_filed": "KEYSTONE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/keystone-wealth-management-waterloo-ia-304133",
      "city": "Waterloo",
      "state": "IA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291802,
      "name": "Kingdom Wealth Development, LLC",
      "name_as_filed": "KINGDOM WEALTH DEVELOPMENT, LLC",
      "url": "https://advisorcensus.com/firm/kingdom-wealth-development-llc-west-des-moines-ia-291802",
      "city": "West des Moines",
      "state": "IA",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338355,
      "name": "Koios Private Family Offices, LLC",
      "name_as_filed": "KOIOS PRIVATE FAMILY OFFICES, LLC",
      "url": "https://advisorcensus.com/firm/koios-private-family-offices-llc-des-moines-ia-338355",
      "city": "Des Moines",
      "state": "IA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115251,
      "name": "KRP Financial Services, LLC",
      "name_as_filed": "KRP FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/krp-financial-services-llc-sioux-city-ia-115251",
      "city": "Sioux City",
      "state": "IA",
      "years_registered": 27,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292102,
      "name": "KSA Partners, LLC",
      "name_as_filed": "KSA PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/ksa-partners-llc-west-des-moines-ia-292102",
      "city": "West des Moines",
      "state": "IA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 337964,
      "name": "Lane Family Wealth Management",
      "name_as_filed": "LANE FAMILY WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/lane-family-wealth-management-north-liberty-ia-337964",
      "city": "North Liberty",
      "state": "IA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289361,
      "name": "Leetown Advisors",
      "name_as_filed": "LEETOWN ADVISORS",
      "url": "https://advisorcensus.com/firm/leetown-advisors-289361",
      "city": null,
      "state": null,
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282261,
      "name": "Legacy Bridge Private Family Offices",
      "name_as_filed": "LEGACY BRIDGE PRIVATE FAMILY OFFICES",
      "url": "https://advisorcensus.com/firm/legacy-bridge-private-family-offices-west-des-moines-ia-282261",
      "city": "West des Moines",
      "state": "IA",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154927,
      "name": "Legacy Financial Group",
      "name_as_filed": "LEGACY FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/legacy-financial-group-des-moines-ia-154927",
      "city": "Des Moines",
      "state": "IA",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289168,
      "name": "LIS Inc",
      "name_as_filed": "LIS INC",
      "url": "https://advisorcensus.com/firm/lis-inc-289168",
      "city": null,
      "state": null,
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321686,
      "name": "Longenecker Financial Services",
      "name_as_filed": "LONGENECKER FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/longenecker-financial-services-des-moines-ia-321686",
      "city": "Des Moines",
      "state": "IA",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310466,
      "name": "LSB Wealth Management",
      "name_as_filed": "LSB WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/lsb-wealth-management-ankeny-ia-310466",
      "city": "Ankeny",
      "state": "IA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [
    {
      "path": "/advisors/ia/des-moines",
      "name": "Des Moines",
      "msa_name": "Des Moines-West Des Moines, IA",
      "state_code": "IA",
      "firm_count": 77
    },
    {
      "path": "/advisors/ia/cedar-rapids",
      "name": "Cedar Rapids",
      "msa_name": "Cedar Rapids, IA",
      "state_code": "IA",
      "firm_count": 24
    },
    {
      "path": "/advisors/ia/davenport",
      "name": "Davenport",
      "msa_name": "Davenport-Moline-Rock Island, IA-IL",
      "state_code": "IA",
      "firm_count": 17
    },
    {
      "path": "/advisors/ia/waterloo",
      "name": "Waterloo",
      "msa_name": "Waterloo-Cedar Falls, IA",
      "state_code": "IA",
      "firm_count": 12
    },
    {
      "path": "/advisors/ia/iowa-city",
      "name": "Iowa City",
      "msa_name": "Iowa City, IA",
      "state_code": "IA",
      "firm_count": 8
    },
    {
      "path": "/advisors/ia/dubuque",
      "name": "Dubuque",
      "msa_name": "Dubuque, IA",
      "state_code": "IA",
      "firm_count": 6
    },
    {
      "path": "/advisors/ia/ames",
      "name": "Ames",
      "msa_name": "Ames, IA",
      "state_code": "IA",
      "firm_count": 2
    },
    {
      "path": "/advisors/ia/sioux-city",
      "name": "Sioux City",
      "msa_name": "Sioux City, IA-NE-SD",
      "state_code": "IA",
      "firm_count": 2
    }
  ],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ia",
      "label": "Financial advisors in Iowa"
    },
    "fee_pages": [
      {
        "path": "/advisors/ia/fee-only",
        "label": "Fee-only financial advisors in Iowa",
        "firm_count": 55
      },
      {
        "path": "/advisors/ia/flat-fee",
        "label": "Flat-fee financial advisors in Iowa",
        "firm_count": 116
      },
      {
        "path": "/advisors/ia/hourly",
        "label": "Hourly financial advisors in Iowa",
        "firm_count": 100
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/ia.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}