{ "path": "/advisors/ia", "url": "https://advisorcensus.com/advisors/ia/page/3", "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": 3, "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": 336177, "name": "Lunea Wealth Management", "name_as_filed": "LUNEA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/lunea-wealth-management-336177", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 177512, "name": "LW Advisors, L.L.C.", "name_as_filed": "LW ADVISORS, L.L.C.", "url": "https://advisorcensus.com/firm/lw-advisors-l-l-c-des-moines-ia-177512", "city": "Des Moines", "state": "IA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298873, "name": "Manchesterstory Fund Management, LP", "name_as_filed": "MANCHESTERSTORY FUND MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/manchesterstory-fund-management-lp-west-des-moines-ia-298873", "city": "West des Moines", "state": "IA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 289603, "name": "Matheson & Rock Wealth Management, LLC", "name_as_filed": "MATHESON & ROCK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/matheson-and-rock-wealth-management-llc-davenport-ia-289603", "city": "Davenport", "state": "IA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 297942, "name": "Merkle Retirement Planning", "name_as_filed": "MERKLE RETIREMENT PLANNING", "url": "https://advisorcensus.com/firm/merkle-retirement-planning-grimes-ia-297942", "city": "Grimes", "state": "IA", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172104, "name": "Midwest Growth Advisors, LLC", "name_as_filed": "MIDWEST GROWTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/midwest-growth-advisors-llc-west-des-moines-ia-172104", "city": "West des Moines", "state": "IA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 306308, "name": "Midwest Heritage Financial Advisors", "name_as_filed": "MIDWEST HERITAGE FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/midwest-heritage-financial-advisors-west-des-moines-ia-306308", "city": "West des Moines", "state": "IA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 270022, "name": "Midwestern Financial Group", "name_as_filed": "MIDWESTERN FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/midwestern-financial-group-iowa-city-ia-270022", "city": "Iowa City", "state": "IA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287538, "name": "Mokosak Advisory Group, LLC", "name_as_filed": "MOKOSAK ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/mokosak-advisory-group-llc-urbandale-ia-287538", "city": "Urbandale", "state": "IA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 44181, "name": "Nations Financial Group, Inc.", "name_as_filed": "NATIONS FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/nations-financial-group-inc-cedar-rapids-ia-44181", "city": "Cedar Rapids", "state": "IA", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324548, "name": "Navigate Financial Planning LLC", "name_as_filed": "NAVIGATE FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/navigate-financial-planning-llc-324548", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107596, "name": "Net Worth Advisors", "name_as_filed": "NET WORTH ADVISORS", "url": "https://advisorcensus.com/firm/net-worth-advisors-waterloo-ia-107596", "city": "Waterloo", "state": "IA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 305666, "name": "Next Level Ventures, LLC", "name_as_filed": "NEXT LEVEL VENTURES, LLC", "url": "https://advisorcensus.com/firm/next-level-ventures-llc-des-moines-ia-305666", "city": "Des Moines", "state": "IA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 151569, "name": "Nikulski Financial, Inc.", "name_as_filed": "NIKULSKI FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/nikulski-financial-inc-bettendorf-ia-151569", "city": "Bettendorf", "state": "IA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152816, "name": "Northwest Wealth Management, LLC", "name_as_filed": "NORTHWEST WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/northwest-wealth-management-llc-spencer-ia-152816", "city": "Spencer", "state": "IA", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 115159, "name": "O'Brien and Associates, Inc.", "name_as_filed": "O'BRIEN AND ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/o-brien-and-associates-inc-115159", "city": null, "state": null, "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335555, "name": "Oasis Advisors", "name_as_filed": "OASIS ADVISORS", "url": "https://advisorcensus.com/firm/oasis-advisors-forest-city-ia-335555", "city": "Forest City", "state": "IA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307591, "name": "Omni Wealth Management", "name_as_filed": "OMNI WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/omni-wealth-management-clive-ia-307591", "city": "Clive", "state": "IA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339749, "name": "Ooda Quantum Capital, LLC", "name_as_filed": "OODA QUANTUM CAPITAL, LLC", "url": "https://advisorcensus.com/firm/ooda-quantum-capital-llc-johnston-ia-339749", "city": "Johnston", "state": "IA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 285303, "name": "Paladin Wealth Partners", "name_as_filed": "PALADIN WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/paladin-wealth-partners-clive-ia-285303", "city": "Clive", "state": "IA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287972, "name": "Partner Wealth", "name_as_filed": "PARTNER WEALTH", "url": "https://advisorcensus.com/firm/partner-wealth-287972", "city": null, "state": null, "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 145367, "name": "Passage Global Capital Management, LLC", "name_as_filed": "PASSAGE GLOBAL CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/passage-global-capital-management-llc-bettendorf-ia-145367", "city": "Bettendorf", "state": "IA", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 2997, "name": "Pecaut Wealth Management", "name_as_filed": "PECAUT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/pecaut-wealth-management-sioux-city-ia-2997", "city": "Sioux City", "state": "IA", "years_registered": 31, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315991, "name": "Penn Advisory Group Inc.", "name_as_filed": "PENN ADVISORY GROUP INC.", "url": "https://advisorcensus.com/firm/penn-advisory-group-inc-mount-vernon-ia-315991", "city": "Mount Vernon", "state": "IA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169519, "name": "Peterson Financial Group, Inc.", "name_as_filed": "PETERSON FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/peterson-financial-group-inc-des-moines-ia-169519", "city": "Des Moines", "state": "IA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311967, "name": "Pira Wealth Management", "name_as_filed": "PIRA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/pira-wealth-management-coralville-ia-311967", "city": "Coralville", "state": "IA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317005, "name": "PLAN2THRIVE Financial", "name_as_filed": "PLAN2THRIVE FINANCIAL", "url": "https://advisorcensus.com/firm/plan2thrive-financial-eldridge-ia-317005", "city": "Eldridge", "state": "IA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290269, "name": "Prairie Crest Capital", "name_as_filed": "PRAIRIE CREST CAPITAL", "url": "https://advisorcensus.com/firm/prairie-crest-capital-des-moines-ia-290269", "city": "Des Moines", "state": "IA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 297324, "name": "Principal Advised Services", "name_as_filed": "PRINCIPAL ADVISED SERVICES", "url": "https://advisorcensus.com/firm/principal-advised-services-des-moines-ia-297324", "city": "Des Moines", "state": "IA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109002, "name": "Principal Asset Management", "name_as_filed": "PRINCIPAL ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/principal-asset-management-des-moines-ia-109002", "city": "Des Moines", "state": "IA", "years_registered": 27, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 109008, "name": "Principal Real Estate", "name_as_filed": "PRINCIPAL REAL ESTATE", "url": "https://advisorcensus.com/firm/principal-real-estate-des-moines-ia-109008", "city": "Des Moines", "state": "IA", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 1137, "name": "Principal Securities, Inc.", "name_as_filed": "PRINCIPAL SECURITIES, INC.", "url": "https://advisorcensus.com/firm/principal-securities-inc-des-moines-ia-1137", "city": "Des Moines", "state": "IA", "years_registered": 28, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 258786, "name": "Prospective Value Partners LLC", "name_as_filed": "PROSPECTIVE VALUE PARTNERS LLC", "url": "https://advisorcensus.com/firm/prospective-value-partners-llc-des-moines-ia-258786", "city": "Des Moines", "state": "IA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 115416, "name": "Pursuit Wealth Management", "name_as_filed": "PURSUIT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/pursuit-wealth-management-coralville-ia-115416", "city": "Coralville", "state": "IA", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154113, "name": "Quad-Cities Investment Group, LLC", "name_as_filed": "QUAD-CITIES INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/quad-cities-investment-group-llc-davenport-ia-154113", "city": "Davenport", "state": "IA", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 117068, "name": "R.d.drenkow & Co., Inc.", "name_as_filed": "R.D.DRENKOW & CO., INC.", "url": "https://advisorcensus.com/firm/r-d-drenkow-and-co-inc-waverly-ia-117068", "city": "Waverly", "state": "IA", "years_registered": 27, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 164994, "name": "Raindrop Financial, Inc", "name_as_filed": "RAINDROP FINANCIAL, INC", "url": "https://advisorcensus.com/firm/raindrop-financial-inc-cedar-rapids-ia-164994", "city": "Cedar Rapids", "state": "IA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 147309, "name": "RDA Financial Network", "name_as_filed": "RDA FINANCIAL NETWORK", "url": "https://advisorcensus.com/firm/rda-financial-network-akron-ia-147309", "city": "Akron", "state": "IA", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298677, "name": "Red Cedar", "name_as_filed": "RED CEDAR", "url": "https://advisorcensus.com/firm/red-cedar-cedar-rapids-ia-298677", "city": "Cedar Rapids", "state": "IA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338050, "name": "Redspire Wealth Management, LLC", "name_as_filed": "REDSPIRE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/redspire-wealth-management-llc-338050", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300123, "name": "Reed Financial, LLC", "name_as_filed": "REED FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/reed-financial-llc-300123", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 300925, "name": "Retireright Consulting Group", "name_as_filed": "RETIRERIGHT CONSULTING GROUP", "url": "https://advisorcensus.com/firm/retireright-consulting-group-west-des-moines-ia-300925", "city": "West des Moines", "state": "IA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152566, "name": "RIA Advisory Group, LLC", "name_as_filed": "RIA ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/ria-advisory-group-llc-des-moines-ia-152566", "city": "Des Moines", "state": "IA", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343724, "name": "RIA Group, LLC", "name_as_filed": "RIA GROUP, LLC", "url": "https://advisorcensus.com/firm/ria-group-llc-des-moines-ia-343724", "city": "Des Moines", "state": "IA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315419, "name": "Rockway Wealth Partners", "name_as_filed": "ROCKWAY WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/rockway-wealth-partners-urbandale-ia-315419", "city": "Urbandale", "state": "IA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290403, "name": "Russell Wealth Advisors", "name_as_filed": "RUSSELL WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/russell-wealth-advisors-boone-ia-290403", "city": "Boone", "state": "IA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 321109, "name": "Sammons Financial Group Asset Management, LLC", "name_as_filed": "SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sammons-financial-group-asset-management-llc-west-des-moines-ia-321109", "city": "West des Moines", "state": "IA", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343674, "name": "Sherrod Wealth Management", "name_as_filed": "SHERROD WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/sherrod-wealth-management-343674", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338036, "name": "Simplified Planning and Investments", "name_as_filed": "SIMPLIFIED PLANNING AND INVESTMENTS", "url": "https://advisorcensus.com/firm/simplified-planning-and-investments-johnston-ia-338036", "city": "Johnston", "state": "IA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106747, "name": "Situsamc Real Estate Valuation Services, LLC", "name_as_filed": "SITUSAMC REAL ESTATE VALUATION SERVICES, LLC", 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"/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" } }