AUM per client for Enterprise firms serving clients in Iowa

Enterprise firms active in Iowa 51 firms

Very Low $100K-$210K

Low $210K-$240K

Typical $240K-$320K

High $320K-$450K

Very High $450K-$1.4M

5th 20th 40th 60th 80th 95th

Median: $310K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Transamerica Retirement Advisors, LLC	Very Low $82K	$17B	212,700	0%
Valic Financial Advisors	Very Low $100K	$29B	292,989	1%
Private Advisor Group, LLC	Typical $300K	$42B	139,740	16%
Janney Montgomery Scott	High $410K	$98B	239,764	42%
Empower Advisory Group	Very High $570K	$170B	293,347	7%
Brookstone Capital Management LLC	Low $230K	$13B	54,810	9%
Independent Financial partners	Low $230K	$12B	52,539	35%
PNC Wealth Management	Very Low $180K	$29B	160,885	2%
RBC Rochdale, LLC	Very High $3.1M	$50B	16,170	98%
Commonwealth Financial Network	Very High $570K	$200B	355,973	12%
First Command Advisory Services	Low $210K	$24B	113,511	3%
First Manhattan Co. LLC	Very High $5.6M	$34B	6,080	63%
Centaurus Financial, Inc.	Very Low $190K	$7.3B	37,955	1%
Citizens Securities, Inc.	Low $210K	$13B	60,162	0%
Cwm, Llc	Very High $880K	$46B	52,263	14%
wealth Enhancement Advisory Services, LLC	Very High $1.4M	$110B	80,986	34%
Prime Capital Financial	Very High $850K	$19B	22,129	25%
Osaic Advisory Services, LLC	Very High $510K	$15B	29,516	13%
Newedge Advisors	Very High $810K	$40B	48,809	27%
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner	High $410K	$12B	30,039	16%
Kestra Advisory	Very High $620K	$71B	115,285	23%
Creative Planning	Very High $2.1M	$180B	87,051	45%
Stratos Wealth Partners, Ltd	Very High $710K	$18B	24,844	17%
Benjamin F. Edwards & Company, Incorporated	Very High $550K	$18B	32,532	1%
Beacon Pointe Advisors, LLC	Very High $1.7M	$49B	29,565	39%
SPC	Very Low $190K	$5.9B	30,595	3%
J. W. Cole Advisors, Inc.	Typical $260K	$7.9B	30,867	4%
Focus Partners Wealth, LLC	Very High $2.6M	$160B	61,002	49%
Hornor, Townsend & kent, LLC	Typical $290K	$8.2B	27,999	2%
Hantz financial Services, Inc.	High $420K	$9.9B	23,624	10%
Savant Wealth Management	Very High $1.9M	$44B	22,683	29%
Mariner	Very High $2.1M	$120B	54,583	41%
Eagle Strategies (NY Life)	Low $240K	$31B	132,722	20%
Ameritas Advisory Services, LLC	High $450K	$13B	29,363	3%
TD private Client Wealth LLC	Typical $270K	$6.9B	25,351	6%
Mai Capital Management, LLC	Very High $2.2M	$34B	15,740	31%
Mercer Global Advisors Inc.	Very High $2.2M	$78B	35,044	53%
Sanctuary Advisors, LLC	Very High $1.6M	$31B	19,025	23%
CIBC Private Wealth Advisors, Inc.	Very High $5.5M	$44B	8,083	25%
Advice and Planning Services	Very High $520K	$38B	72,469	65%
Primerica Advisors	Low $230K	$19B	80,267	22%
Transamerica Financial Advisors	Very Low $49K	$2.1B	42,497	3%
Principal Financial Services	High $320K	$17B	51,650	5%
Integrity Alliance, LLC	Very High $450K	$4.8B	10,660	10%
HSBC SECURITIES (USA) Inc.	Typical $310K	$3.7B	12,045	15%
OSAIC Institutions, INC.	Typical $310K	$4.9B	15,798	0%
Bankers Life Advisory Services, Inc.	Very Low $170K	$2.5B	14,275	0%
Capital Analysts	Very High $540K	$8.4B	15,611	19%
VOYA Financial Advisors, Inc.	Typical $240K	$3.9B	16,313	19%
Citigroup Global Markets	Very High $710K	$41B	58,096	40%
TLG Advisors, INC.	High $430K	$2.2B	5,018	6%

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support