RANKING & REVIEWS
BEST FINANCIAL ADVISORS IN IOWA
Finding the Top Financial Advisors in Des Moines, Davenport, Ames & Throughout Iowa for our 2021-2022 Ranking
The state of Iowa has been voted as one of the safest in the U.S. to live and is known for its agricultural richness. Another thing the state can be proud of is being home to several top financial advisors and wealth management firms.
When you need help with your automobile, you go to a mechanic, and when you need help planning a sound financial future, it’s Iowa wealth management firms and financial planners that are the experts.
Advisors working at the top Ames, Davenport, and Des Moines financial advisor firms have years of experience helping people manage their investments, plan for future goals, and lay the groundwork for a comfortable retirement.
When working with a Certified Financial Planner™ in Iowa, you instantly gain the benefit of a guide that knows the ropes when it comes to diversified portfolios, income investing, and more.
A financial advisor in Des Moines or elsewhere in the state can review your current income, expenses, and goals, and help you create a solid strategy for getting where you want to be financially.
But how do you find the best financial planner in Iowa for your financial objectives?
AdvisoryHQ has helped to narrow down the options by reviewing and ranking the top 10 Iowa financial planners and wealth management firms. Each firm in our list has met certain qualification standards t0 be considered among the best in the state.
Read on for an introduction to each of these Ames, Davenport, and Des Moines financial advisors. Learn what makes them special, and why you may want to consider one for your financial planning needs.
Award Emblem: Top 10 Best Financial Advisors in Des Moines, Ames, Davenport & All of Iowa
Top 10 Iowa Wealth Management Firms
|Best Financial Advisor in Iowa||2021-2022 Ratings|
|Compass Financial Services||5|
|Foster Group, Inc.||5|
|Marrs Wealth Management, LLC||5|
|Quad Cities Investment Group||5|
|Steele Capital Management||5|
|Waddell & Reed||5|
|RetireRight Consulting Group||3|
|West Financial Advisors||3|
Table: Top 10 Best Financial Advisors in Iowa | Above list is sorted by rating
What’s the Difference Between Fee-Only & Fee-Based Iowa Wealth Management Firms?
When reviewing Ames, Davenport, or Des Moines financial planning, you’ll run across two types of fee structures, “fee-based” and “fee-only.” While these two terms may sound very similar, they’re actually quite different and it’s important to know what they mean.
Below, we’ll provide you with a brief overview of the difference between fee-only and fee-based Iowa and Des Moines financial advisors.
Best Financial Advisor in Des Moines, Davenport, Ames, Iowa
Fee-Only Financial Advisors in Iowa
An Iowa wealth management firm that is “fee-only” does not accept any outside commissions or incentives from firms that sell financial products. Its only compensation is through client fees.
This allows the firm’s advisors to provide completely unbiased advice because there are no incentives for recommending one financial product over another.
Fee-Based Financial Advisors in Iowa
A financial planner in Iowa that is “fee-based,” may receive compensation in the form of commissions or incentives from third-party companies that sell financial products, in addition to being compensated by client fees.
Because the fee-based structure has some potential for conflict of interest, many fee-based firms are also fiduciaries to counteract this.
As a fiduciary, a financial advisor in Iowa takes on a legal obligation to put the best interests of the client first and to be completely transparent about advisor compensation.
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2021-2022 AdvisoryHQ’s Selection Methodology
What methodology does AdvisoryHQ use in selecting and finalizing the credit cards, financial products, firms, services, and products that are ranked on its various top-rated lists?
Please click here “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.
Detailed Review – Best Iowa Wealth Management Firms
Below, please find the detailed review of each firm on our list of 2021-2022 best financial advisors in Des Moines, Ames, and throughout Iowa. We have highlighted some of the factors that allowed these Iowa financial planners to score so high in our selection ranking.
Click on any of the names below to go directly to the review section for that firm. The list is sorted by rating.
- Compass Financial Services
- Foster Group, Inc.
- HJN Advisors
- Marrs Wealth Management, LLC
- Quad Cities Investment Group
- Steele Capital Management
- Waddell & Reed
- RetireRight Consulting Group
- Syverson Strege
- West Financial Advisors
Click below for previous years’ rankings:
- 2019 Review: 9 Best Financial Advisors in Iowa (Des Moines, Davenport, & Ames)
- 2018 Review: Top 9 Best Financial Advisors in Iowa (Des Moines, Davenport & Ames)
- 2017 Review: Top Ranked Financial Advisors (Iowa)
- 2016 Review: Top 8 Best Financial Advisors in Iowa
Compass Financial Services Review
The firm’s advisors emphasize being profitable without being profit-driven, the value of the person, and the importance of listening. Founded in 1997, this top Adel and Des Moines financial advisor creates a safe place to craft a financial strategy to meet your life goals.
Key Factors That Enabled Compass Financial Services to Rank as One of the Best Des Moines Financial Planning Firms
Flexible & Affordable Financial Planning Solutions
If you’ve ever looked for a Certified financial planner in Iowa and been afraid that their costs were out of your reach, then Compass will be a welcome departure from that norm.
This Iowa wealth management firm makes financial planning in reach for just about any income level through its flexible and hourly rate services.
Clients can pay a flat hourly rate for Des Moines financial planning when working with Compass. This allows you to pay only for the assistance you need without having to commit large amounts of money to a full financial planning package.
The firm also has a program called Compass On Demand. For just $75 per month, clients of this service gain digital access to a Certified Financial Planner™ in Iowa to ask questions about a wide variety of financial planning topics.
Compass Financial Services | Top Financial Advisor in Des Moines & Adel
Flexible Investment Strategies
These expert financial advisors in Des Moines help clients reach their financial goals through customized investment strategies. Advisors understand that there is no “one size fits all” plan. Each investment strategy needs to be unique to each client.
Compass advisors make a point of getting to know each client by listening intently during initial consultations. Their goal is to truly understand your life goals and to help you achieve them through all stages of life.
This Iowa wealth management team formulates both short-term and long-term strategies using the following approaches:
- Short-Term Investment Strategy
- Certificates of Deposit
- Savings Accounts
- Municipal Bonds
- Money Market Accounts
- Long-Term Investment Strategies
- Mutual Funds
- Long-term Bonds
- Real Estate
- Retirement Plans
Compass Financial Services has flexible financial planning options that you won’t find at many other financial advisors in Des Moines or Iowa. The firm’s hourly fee structure and innovative Compass On Demand service put expert financial planning in reach for clients of all wealth levels.
With a goal to create a safe space to plan for the future and a dedicated and talented team, Compass Financial Services earns a 5-star rating. This is one of the best Iowa financial planners to consider for your wealth management needs.
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Foster Group, Inc. Review
With a solid academic foundation and personalized approach, Foster Group, Inc. is a fee-only financial advisor in Iowa that is also a fiduciary. Additionally, the firm is certified by the Centre for Fiduciary Excellence (CEFEX) as adhering to fiduciary best practices.
This Iowa wealth management firm was founded in 1989 and has offices in West Des Moines, IA, and Omaha, NE.
Key Factors That Enabled Foster Group, Inc. to Rank as One of the Best Financial Advisors in Des Moines
This team of Des Moines financial advisors makes choices that are based on what’s right for clients. Foster Group ingrains service to the client in everything it does from financial and investment approaches to client education.
Everyone at Foster Group shares the responsibility of fostering the financial success of each client. As such, each team member works to exemplify the principles that guide the company culture, values, and work ethic.
The guiding values upheld by this Des Moines financial advisor and its team include:
Personalized Financial Services
As one of the top-rated Des Moines financial advisors, Foster Group offers investment management, financial planning, and relationship management for a wide array of clients.
Each service is personalized to offer the greatest value based on background and financial needs, creating a custom-tailored financial planning experience.
Foster Group serves the distinct needs of the following client types:
- Individuals and Families
- Doctors, Dentists, and Healthcare Professionals
- Accountants, Attorneys, and Insurance Professionals
- Business Owners and Executives
- Company Retirement Plans
Foster Group has a motto, “Your Financial Life, Truly Cared For®,” and each advisor at the firm works to help clients gain confidence about their finances and sleep easier at night. The firm’s investment strategy is evidence-based and focused on client needs.
With a track record of fiduciary excellence and a thoughtful, strategic approach, Foster Group is a top financial advisor in Des Moines to consider. We’ve awarded the firm 5 stars.
HJN Advisors, LLP Review
Bringing together homegrown values and deep industry experience, HJN Advisors is a fee-based Des Moines financial advisor that is also a fiduciary. The firm takes a team-based approach, giving clients access to an extensive network of industry professionals.
Founded in 2007, this top-rated Des Moines financial planning firm works with a variety of client types, including business owners, executives and directors, individuals and families, and successful savers.
Key Factors That Enabled HJN Advisors, LLP to Rank One of the Best Financial Advisors in Iowa
An Experienced Team
With over 150 years of combined financial experience with high earners, the HJN team works with clients as their financial advocates and is dedicated to helping each one succeed.
If you’re looking for a good Certified Financial Planner™ in Iowa, you’ll find more than one here. Each of the firm’s two partners has the CFP® designation.
CFP® designation is a standard of excellence among financial advisors. When a financial planner in Iowa has this status, it shows that they’ve met a high level of rigorous education, training, and ethical standards.
Financial Solutions & Family Office Services
For families that have multigenerational wealth, money matters can get complicated. As such, many clients seek a thoughtful, business approach to their family’s wealth management.
The Iowa financial planners at HJN Advisors have designed a comprehensive framework for ongoing communication and governance of family wealth.
Clients working with this Iowa wealth management firm can enjoy the following range of additional financial services:
- Financial Planning
- Risk Management
- Tax Strategies
- Charitable Giving
- Investment Management
HJN Advisors | Top-Rated Financial Advisor in Des Moines
HJN Advisors takes pride in delivering comprehensive and expert financial planning guidance in a hometown values environment. This team of financial advisors in Des Moines are well-seasoned and custom tailor each client’s strategy to financial success.
With a strong fiduciary commitment and a holistic approach, HJN Advisors solidifies a 5-star rating and is one of the best Iowa and Des Moines financial advisors to consider working with for your financial management needs.
Marrs Wealth Management, LLC Review
The team at Marrs Wealth Management has a talent for helping clients find the perfect balance between their financial means and their future life goals. In addition to providing a variety of expert financial planning services, the firm also offers resource coordination with other professionals.
Key Factors That Enabled Marrs Wealth Management, LLC to Rank as a Top Iowa Wealth Management Firm
Personal Financial Planning
From your initial meeting to continued portfolio monitoring, every facet of your financial experience is personally tailored. These financial advisors in Iowa work as a team, which means that clients benefit from multiple experts working together to craft their strategy.
Marrs Wealth Management advisors help clients balance current obligations with their goals and objectives for the future. The firm offers the following wide range of financial services:
- Investment Management
- Tax Planning
- Cash Flow & Debt Reduction
- Retirement Planning
- Estate Planning
- Insurance Analysis
- Social Security Planning
- Asset Allocation
The financial planning process can be intimidating at times for those new to working with a financial advisor. The team at Marrs works to make the process as simple and comprehensive as possible to empower clients and give them peace of mind.
This straight-forward process that clients are guided through includes the following steps:
- Initial Meeting: The advisors at Marrs take the time to get to know you and learn about your financial needs and dreams for the future.
- Creating Your Plan: Once you decide to work with these financial advisors in Iowa, they’ll begin managing your accounts and creating a tailored financial plan.
- Implement the Plan: These expert advisors will work side-by-side with you to implement your financial strategy, coordinating with other professionals as needed.
- Continued Support/Monitoring: You’ll meet with your Marrs financial planning team regularly to update your plan as needed for any new milestones in life.
Marrs Wealth Management offers a balance of experience, conscientious support, and innovative and strategic financial planning. The firm’s passion comes from the desire to make its clients’ lives better and offer financial peace of mind.
With a talent for simplifying the complexities of financial management and a client-centered focus, Marrs Wealth Management earns a 5-star rating. This is one of the top financial advisors in Iowa to consider for your financial planning needs.
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Quad Cities Investment Group, LLC Review
Quad Cities Investment Group, LLC is a top-rated financial advisory firm based in Davenport, Iowa. The firm’s advisors work to improve the safety and efficiency of each client’s financial journey.
While Quad Cities does not specifically state whether it is fee-only or fee-based it is most likely fee-based, as its ADV states that certain advisers may earn commissions from insurance sales.
Any potential for conflict of interest is counteracted because of the fiduciary commitment made by the advisors at this top Iowa wealth management firm.
Key Factors That Enabled Quad Cities Investment Group to Rank as a Top Iowa Wealth Management Firm
Top-rated financial advisors in Iowa seek to promote financial education so clients can make more well-informed decisions.
To this end, Quad Cities Investment Group offers a wide array of market commentary, research, and financial news on its website that is accessible 24/7 through its Knowledge Center. Clients and site visitors can leverage this collective knowledge to inform their financial decision.
Whether you are just beginning to on your financial management journey or have been investing for a while, these resources in the form of videos, audio, articles, infographics, and more will help broaden your financial literacy.
Comprehensive Planning Process
Through the application of four comprehensive planning objectives, Quad Cities Investment Group helps clients engage in the process and gain a better understanding of how their financial vision will be brought to life.
This process includes four simple objectives:
- Listening: The most important aspect of a plan is understanding the personal needs of every client. This begins with your Iowa wealth management team getting to know you.
- Planning: Once there is a clear grasp of your financial goals a plan is created to add clarity to your financial situation, no matter how complicated it may be.
- Guiding: Your financial plan is put into action and your advisor will work closely with you to handle all paperwork and ensure a fast transition of assets.
- Protecting: Your investment plan is continually cared for with disciplined investment management and rebalancing process.
Quad Cities Investment Group | Top Financial Advisors in Iowa
Quad Cities Investment Group not only offers expert financial guidance and management but its advisors also work to ensure clients are engaged in the process. The firm’s robust Knowledge Center offers a valuable resource to help investors feel empowered.
With a strong fiduciary commitment and a comprehensive approach to financial management, Quad Cities Investment group is one of the best Iowa wealth management firms to consider. We’ve awarded the firm 5 stars.
Steele Capital Management, Inc. Review
Serving clients across the country, Steele Capital Management, Inc. is a top-rated fee-only Iowa wealth management firm. Tracing its roots back to 1946, the firm continues to uphold a strong commitment to clients through its fiduciary duty.
Steele has locations in West Des Moines and Dubuque, Iowa, and in Omaha, NE. Advisors have a goal of providing clients financial peace of mind through a personalized approach.
Key Factors That Enabled Steele Capital to Rank as One of the Best Financial Advisors in Des Moines
Integrated Financial Planning Process
At Steele, advisors work to make the financial planning process as integrated as possible. For example, it enables clients to keep track of assets more easily through account aggregation technology. This allows all assets to be linked to one source, including credit cards, life insurance policies, 401(K)s, and annuities.
Clients also have complete access to all financial planning tools associated with their plan, giving them the flexibility to generate and print multiple reports and projections, such as retirement risk.
These top-rated financial advisors in Des Moines and Dubuque offer an integrated financial planning strategy that addresses financial areas such as:
- Cash Flow Management
- Social Security Maximization
- Tax Strategies
- Education Funding
- Retirement Planning
- Estate Planning
- Family Roadmap
- Investment Management
While a conversation about death and what will happen to your estate when you pass on is never an easy one, the advisors at Steele Capital Management can gently guide you through the process to ensure your finances are properly prepared.
To help make planning for your legacy as easy as possible, the firm has developed a Family Roadmap process and works with you to designate one or more Financial Delegates.
Steele advisors will notify each delegate of their role in settling your financial matters once that time comes and will ensure they have the necessary access to your Personal Financial Website when needed.
Steele Capital Management offers clients the benefit of seasoned financial professionals to guide them, plus modern digital tools to keep track of all their assets and accounts. This Des Moines financial advisor serves up a personalized experience throughout the process.
With a dedication to trust and transparency and a comprehensive approach that puts clients at ease, Steele Capital Management scores a 5-star rating. This is one of the best financial advisors in Des Moines, Dubuque, or Iowa to consider.
Waddell & Reed Review
With nearly 400 offices throughout the U.S., Waddell & Reed is one of the largest Des Moines financial planning firms. The firm is fee-based and a fiduciary and has four offices in Iowa, including in Cedar Rapids, Davenport, Des Moines, and Dubuque.
Founded in 1937, these top-rated Iowa and Des Moines financial advisors work with businesses, families, and individuals at all levels of wealth to help them chart a fruitful financial future.
Key Factors That Enabled Waddell & Reed to Rank as One of the Best Financial Advisors in Des Moines
Wide Range of Financial Products & Services
Waddell & Reed offer a wide range of financial services, including some that you won’t always find at another financial advisor in Des Moines, such as banking.
The firm’s advisors believe that no two clients are alike and that investment and financial products should be custom-tailored to meet different specialized needs.
The services and products offered by this Iowa wealth management firm include:
- Mutual Funds
- Retirement Solutions
- Advisory Programs
- Insurance and Annuities
- General Securities
- Banking and Cash Solutions
- Education Savings
- Gifting or Giving Strategies
Waddell & Reed | Top-Rated Financial Advisor in Iowa
While partnering with a Certified Financial Planner™ in Iowa is a great way to begin your journey to financial freedom, it’s also important to learn as much as you can. Long-term financial health can be enhanced by becoming more financially literate.
Waddell & Reed provides both clients and non-clients alike with a wide range of educational resources on its website to promote financial literacy, including:
- Financial Calculators
The library of resources offered by these top financial advisors in Des Moines, Iowa, and the U.S. are categorized by subject to help people zero in on the topics they’re most interested in.
Waddell & Reed works to build long-lasting client relationships through a loyal, friendly, and authentic community of expert advisors. The firm creates a space for purposeful growth and a collaborative process.
With a broad range of services and a skilled and engaged team, Waddell & Reed solidifies its 5-star rating as one of the best financial advisors in Iowa to consider for your financial planning and investment needs.
RetireRight Consulting Group Review
Championing innovative design ideas and sophisticated guidance, RetireRight Consulting Group is a fee-based Iowa wealth management firm that specializes in investment and retirement plan consulting for individuals, corporations, non-profits, and government entities.
The firm has offices in Dubuque and West Des Moines, Iowa and its advisors uphold a fiduciary commitment to clients. It offers advanced wealth management at an economical cost.
Key Factors That Enabled RetireRight Consulting Group to Rank as One of the Best Financial Advisors in Des Moines
Expert Retirement Plan Services
For organizations looking for assistance planning and administering a retirement plan for employees, RetireRight will be a top contender. The firm specializes in retirement plan services and offers multiple solutions in this area.
The top-rated Des Moines financial advisors at RetireRight work with employers to craft plans that are employee-centric and meet both employer and employee needs.
Retirement services offered include:
- Managing Risk & Educating Clients
- Employee Financial Wellness
- Benchmarking Your Plan
- Maximizing Plan Design
- Rethinking Investments
- Plan Support Services
Guided Wealth Portfolios
RetireRight has a modern, digital solution that combines the advantages of a personal financial advisor with advanced technology. Its Guided Wealth Portfolios (GWP) is an online platform that clients can access 24/7 to stay connected to their accounts.
This service isn’t just a robo-advisor without a personal touch. RetireRight ensures each client has a direct personal relationship with their dedicated financial advisors in Iowa.
GWP offers the following benefits:
- Personalized planning, service, and advice
- Intuitive, intelligent technology
- Advanced wealth management at a lower cost
RetireRight Consulting Group offers robust solutions to employers when it comes to planning, deploying, and managing their employee retirement plans. The firm also has intelligent and efficient investment management solutions powered by intuitive tools.
We’ve scored this Iowa wealth management firm with 3-stars due to the fact that its site does not employ encryption using the HTTPS protocol. This could leave clients and potential clients feeling less secure when visiting the site.
With a security certificate added to the website, the firm could easily score a higher rating. RetireRight Consulting Group remains is one of the top financial advisors in Iowa to consider for retirement plan and financial management.
Syverson Strege Review
Syverson Strege was founded in 1997 and is a top-rated fee-only financial advisory firm located in West Des Moines, Iowa. The firm’s advisors are committed to unlocking the financial potential of clients and helping them enrich their future.
Advisors at this Iowa wealth management firm abide by a fiduciary oath to always put clients first and none receive commissions or other third-party incentives. As the firm states, “Simply said, we only work for you.”
Key Factors That Enabled Syverson Strege to Rank as Top Financial Advisors in Des Moines
Your Financial Plan
The expert financial advisors at Syverson Strege guide clients through the sometimes complicated facets of wealth management. Advisors provide reassurance that client financial needs are being addressed by a firm that truly cares.
Whether transitioning from one phase of life to another, encountering complexities in your finances, or managing a business, clients can take advantage of a variety of services, including:
- Cash flow management
- Income tax planning
- Retirement planning
- Estate planning
- Investment management
- Philanthropic planning
- Legacy planning
Syverson Strege | Top Financial Advisors in Des Moines
Dedicated Investment Management
This top Des Moines financial advisor has three Chartered Financial Analysts (CFA®) on staff, each with a high level of investment expertise and advanced investment analysis experience.
Syverson Strege works with the following clientele:
- Individuals and families
- Endowments and foundations
- Charitable trusts
- Non-profit organizations
Its investment philosophy includes goals-based investment planning, diversifying broadly and globally, reducing expenses and turnover, and minimizing taxes.
Syverson Strege has a highly experienced team that works together to empower clients and improve their financial futures. Core values of the firm include integrity, compassion, trustworthiness, wisdom, respect, diligence, and a positive attitude.
If it added encryption security to its site, the firm could easily gain a higher rating in the future. Despite this one issue, Syverson Strege is a top Des Moines financial advisor to consider.
West Financial Advisors Review
West Financial Advisors embraces its role as a fiduciary and fee-only Iowa wealth management and financial advisory firm. Passionate, personal, and professional are all hallmarks that advisors bring to each client relationship.
This Des Moines financial planning provider is dedicated to helping people grow and protect their wealth. It does this through a range of financial services designed to support clients through all stages of life.
Key Factors That Enabled West Financial Advisors to Rank as One of the Best Financial Advisors in Des Moines
A good way to ensure that your finances are in trusted hands is to choose a financial advisor in Des Moines or Iowa that has adopted a fiduciary mindset. For West Financial Advisors, this fiduciary commitment is a core value, and all financial advice is given purely in the best interests of the client.
The firm’s fee-only structure supports this approach, minimizing conflicts by eliminating commission-based transactions.
When financial advisors in Iowa are fee-only, clients can rest easy that their financial health is always being considered first, establishing a strong foundation of trust and transparency within the client-advisor relationship.
Wide Range of Wealth Management Services
From handling debt and mortgages more efficiently to creating a life of total joyful living and well-being, the team at West Financial Advisors can provide the services and support you need to accomplish your goals.
This top-rated Iowa wealth management firm offers a broad range of financial planning and management services that fall under four main life categories, which are:
- Family & Home
- Income & Investing
- Career & Business
- Lifestyle & Legacy
West Financial Advisors looks at financial services as life-enhancing solutions. The firm’s unique perspective makes wealth management more tangible and less complicated for many clients.
One area of improvement we noted during our review was the lack of detailed information about the many services the firm offers. It lays out the planning process well, but clients may find it difficult to fully evaluate the breadth of the firm’s capabilities.
For this reason, we’ve scored West Financial Advisors with 3-stars. By including more detail about its financial services, it could easily improve its value proposition to clients and rating as one of the best financial advisors in Des Moines, Iowa to consider.
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Conclusion — 2021-2022 Top Financial Advisors in Iowa
When trying to find an Iowa wealth management and financial planning firm, it can be difficult to know which firms to trust and which will have a process you’re comfortable with.
Using this list as a starting point, you can feel secure in the fact that each of these financial advisors in Des Moines, Ames, Dubuque, Cedar Rapids, and throughout Iowa uphold strong fiduciary standards and a client-first commitment.
Many of them also offer free initial consultations that allow you to get a better feel for the firm and what its advisors can do for you. We recommend choosing a few firms for that initial consultation so you can begin to further narrow down your options.
The legwork you put in now to find the best financial advisor in Iowa for your needs can pay off[ for decades in expert financial guidance and future success.
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