| Vivid Wealth Management, LLC | West des Moines | $290.9M | — |
| Kane Company Wealth Management, Inc. | Johnston | $284.7M | — |
| Paladin Advisory Group, LLC | Clive | $279.8M | — |
| Wealth Advisors Group, LLC | Coralville | $278.5M | — |
| Beacon Capital, LLC | Cedar Rapids | $278.3M | — |
| Oasis Advisors, LLC | Forest City | $277.7M | — |
| Tfp Management, LLC | Bettendorf | $273M | — |
| Binnacle Investments, Inc. | Urbandale | $264.1M | — |
| Clarity Asset Management, Inc. | Ames | $257.4M | — |
| Five Talents Financial Management Group LLC | West des Moines | $256M | — |
| Cedar Point Capital Partners, LLC | Cedar Rapids | $248.1M | — |
| Des Moines Investments, LLC | Des Moines | $246M | — |
| Bradford Financial Center | Clarion | $229.7M | — |
| Lsb Capital Management, Inc. | Ankeny | $228.8M | — |
| Weis Advisory, LLC | Clive | $225.6M | — |
| Aegis Wealth Management, Inc. | Guthrie Center | $216.5M | — |
| A.o. Wealth Advisory,llc | Urbandale | $213.2M | — |
| Midwestern Financial, LLC | Iowa City | $172.8M | — |
| The Heaton Hoppes Group, LLC | Cedar Falls | $172.5M | — |
| Arnold Financial Planning LLC | Hiawatha | $168.2M | — |
| Bridgeway Wealth Management, LLC | Cedar Rapids | $164.6M | — |
| Water Valley Investment Advisors, Inc. | Sioux Center | $157.2M | — |
| Forrest Financial Services L.L.C. | Windsor Heights | $154M | — |
| Tuve Investment Management, Inc. | Waterloo | $147.7M | — |
| Plan2thrive Financial, LLC | Eldridge | $147.5M | — |
| Guncheon Financial LLC | Dubuque | $146.2M | — |
| Van Diest Capital, LLC | Polk City | $144.1M | — |
| En Enterprises, LLC | North Liberty | $142.7M | — |
| Attune Wealth Management LLC | Des Moines | $139.2M | — |
| Keystone Wealth Management Inc. | Waterloo | $137.4M | — |
| Acadia Legacy Group, LLC | Clive | $133.2M | — |
| Bsc Capital Partners, LLC | West des Moines | $125.8M | — |
| Iowa Wealth Management, LLC | West des Moines | $123.9M | — |
| Stonefield Investment Advisory, Inc. | Cedar Rapids | $120.3M | — |
| Visionx Wealth Partners | Fort Dodge | $110.2M | — |
| Altitude Capital Management LLC | Des Moines | $103.6M | — |
| Aot Invest LLC | Davenport | $102.6M | — |
| Fbl Wealth Management, LLC | West des Moines | $9.2M | — |
| Alphabit Investments, LLC | Forest City | $7.7M | — |
| Situsamc Real Estate Valuation Services, LLC | West des Moines | — | — |