AUM per client for Team firms serving clients in Iowa

Team firms active in Iowa 101 firms

Very Low $210K-$330K

Low $330K-$510K

Typical $510K-$750K

High $750K-$1.3M

Very High $1.3M-$2.1M

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

Median: $600K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Central States Capital Markets, LLC	High $1.2M	$7.4M	6	50%
Teckmeyer Financial Services, L.L.C.	High $1.2M	$51M	44	52%
Contego Capital Group, Inc.	Low $430K	$38M	88	100%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
1834 Investment Advisors Co.	Very High $2.8M	$1B	369	57%
Savvi Financial LLC	Low $330K	$45M	135	9%
Jrm Investment Counsel.	Very High $3.9M	$290M	75	72%
Private Wealth Asset Management	Very High $4.5M	$2.5B	559	73%
Strategic Asset Management LLC	High $930K	$220M	231	32%
Cabin Advisors, LLC	Low $490K	$180M	368	30%
Arnold and Mote Wealth Management	Very High $1.3M	$170M	133	40%
Parsonex Advisory Services, Inc.	Typical $720K	$240M	330	18%
Gibraltar Capital Management, Inc.	Very High $2.2M	$1.1B	505	48%
WESTPARK WEALTH Advisors, Inc.	Low $330K	$240M	737	11%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
Guardian Wealth Partners, LLC	Low $480K	$190M	402	7%
Oakwood Capital, Inc.	Low $430K	$260M	608	30%
BTC Financial Management Co.	Very Low $190K	$40M	208	1%
Vantage Point Financial, LLC	High $860K	$480M	566	27%
Keenan Financial	Very Low $270K	$200M	751	6%
Friday Financial	Very High $1.4M	$390M	279	32%
DMKC Advisory Services, LLC	High $1.1M	$520M	473	54%
ATLATL Advisers	Very High $1.3M	$340M	260	39%
West Financial Advisors, L.L.C.	Very High $2.1M	$650M	305	55%
Syverson Strege	Very High $1.7M	$870M	523	57%
Paragon Capital Management LLC	Very High $2.1M	$740M	350	62%
Forthright Capital	Very Low $110K	$110M	978	1%
Quantum Financial Partners LLC	Very Low $250K	$78M	316	13%
Cornerstone Wealth Partners, LLC	Low $340K	$150M	429	0%
Gilbert & Cook, Inc.	Very High $1.8M	$1.6B	879	48%
Cedar Point Capital Partners, LLC	High $820K	$240M	294	35%
Wealth Advisors of Iowa, LLC	High $980K	$520M	532	28%
Kuhn Capital Partners	Typical $540K	$140M	267	50%
Fiat Wealth Management	High $800K	$520M	647	20%
AMB Wealth, LLC	High $1M	$870M	878	20%
25 Financial	High $1.1M	$540M	505	50%
Capital Management Associates Inc	Very High $1.7M	$1.5B	877	36%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
Lucas Group Financial Advisors, LLC	High $780K	$330M	416	18%
MBM Wealth Consultants, LLC	High $750K	$450M	604	22%
Van Diest Capital	Low $330K	$140M	429	16%
Richmond Investment Services LLC	Low $510K	$450M	877	45%
Brady Martz Wealth Solutions, LLC	Very High $1.8M	$790M	439	31%
Fmsa	Very Low $140K	$180M	1,264	17%
LSB Wealth Management	Very Low $300K	$120M	383	41%
Cornerstone Financial Group, LLC	High $810K	$280M	345	28%
FEFA Financial	Very Low $260K	$430M	1,679	2%
Wilon Wealth Management	Typical $740K	$260M	350	37%
Nikulski Financial, Inc.	High $940K	$440M	468	25%
Merkle Retirement Planning	Typical $560K	$570M	1,015	28%
Mason & Associates, Inc.	High $1.1M	$690M	637	34%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
RIA Advisory Group, LLC	Very Low $280K	$560M	1,968	5%
TFB Advisors, LLC	Typical $600K	$800M	1,326	13%
Wellesley Asset Management, Inc.	Typical $710K	$880M	1,246	23%
Quad-Cities Investment Group, LLC	Typical $600K	$360M	593	23%
Romano Wealth Management	Very High $1.5M	$1.4B	934	51%
Phillips and Company Advisors LLC	Very High $1.7M	$1.9B	1,110	16%
Bradford Financial Center	Very Low $330K	$230M	699	15%
RDA Financial network	Low $440K	$670M	1,514	2%
FSB Premier Wealth Management, Inc.	Low $470K	$420M	894	13%
PR Wealth Management Group	Low $350K	$160M	456	8%
Basepoint Wealth, LLC	Typical $660K	$820M	1,242	21%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
ALTA Capital Management LLC	High $850K	$1B	1,193	24%
The Planning Center, Inc.	Very High $1.5M	$1.3B	895	36%
Capital Investment Services of America Inc	High $1.2M	$1.1B	898	29%
Rossby Financial, LLC	Very Low $220K	$570M	2,542	9%
Northwest Wealth Management, LLC	Low $460K	$960M	2,085	11%
Rosemeyer Management Group	High $750K	$860M	1,154	21%
Wealthspan Partners, LLC	High $860K	$450M	526	42%
Compak Asset Management	High $860K	$1.5B	1,734	67%
Everstar Asset Management, LLC	Very Low $200K	$220M	1,116	32%
Bridgeport Financial Solutions	High $1M	$910M	895	27%
Navellier & Associates Inc	High $870K	$1.1B	1,242	97%
Lone Peak Advisers	Very Low $140K	$130M	905	6%
Star Capital Inc.	Very Low $200K	$140M	697	5%
Quad City Investment Center	Typical $530K	$370M	708	36%
Wealthcare Capital Partners, LLC	Typical $550K	$390M	708	13%
United Advisors America	Very Low $160K	$450M	2,809	2%
Beacon Capital, LLC	Low $440K	$270M	617	6%
Berthel Fisher & Company Financial Services, Inc.	Very Low $270K	$880M	3,323	1%
Alternative Investment Advisors, LLC	Very Low $260K	$380M	1,418	5%
Accel Wealth Management	Typical $510K	$660M	1,290	13%
Atwood Financial Planning LLC	Very Low $17K	$16M	939	36%
Matheson & Rock Wealth Management, LLC	High $1.1M	$480M	425	38%
Compass Financial Services	Low $360K	$400M	1,105	29%
Weitzel Financial Services, Inc.	Very Low $290K	$330M	1,134	27%
Wisdom Financial Services, L.L.C.	Typical $510K	$780M	1,518	0%
Legacy Financial Group	Typical $690K	$1B	1,450	22%
210 Financial	Very Low $260K	$240M	936	3%
Five Talents Financial Management Group LLC	Very Low $250K	$260M	1,039	5%
M Financial Asset Management, Inc.	High $1.2M	$1.2B	995	4%
The Life Group Financial Services	Very Low $120K	$150M	1,258	2%
Oasis Advisors	Very Low $54K	$270M	4,987	1%
Dynamic Financial Group	Typical $620K	$540M	862	19%
Origin Investment Advisory LLC	Very Low $4.6K	$35M	7,591	0%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%

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