Ways to browse advisors serving Iowa

Pick a specialty or descriptor to browse more advisors serving Iowa.

By how they work

Type	Advisors
Large-firm	4,014
Flat-fee	3,146
Seasoned	2,097
Independent	1,912
CFP®-certified	899

By who they serve

Type	Advisors
High-net-worth	577
Baby Boomer	50
Millennial	4
Gen X	3

Browse by city

Find advisors near a specific metro area in Iowa.

City	Advisors
Des Moines, IA	1,727
West Des Moines, IA	1,726
Cedar Rapids, IA	655
Davenport, IA	424
Iowa City, IA	356
Clinton, IA	278
Dubuque, IA	247
Waterloo, IA	208
Cedar Falls, IA	200
Ames, IA	178
Sioux City, IA	122
Le Mars, IA	112
Oskaloosa, IA	87
Ottumwa, IA	78
Pella, IA	78
Mason City, IA	67
Spirit Lake, IA	63
Spencer, IA	61
Fort Dodge, IA	49
Fort Madison, IA	47
Marshalltown, IA	47
Burlington, IA	44
Carroll, IA	36
Storm Lake, IA	24
Muscatine, IA	23

Browse by specialty

Find advisors serving Iowa who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	3,074
Retired	2,763
Wealth management	1,962
Executive	1,917
Retirement income strategy	1,873
Retirement plans for business owners (SEP, solo 401k)	1,480
Tax-loss harvesting	1,250
General retirement planning	969
Annuities	804
Income planning	804
College savings (529s, UTMA, etc.)	695
Approaching retirement	688
ESG / Sustainable investing	642
Active portfolio management	588
Retirement withdrawal strategies	545
Cash flow / budgeting	486
Options & derivatives strategies	471
Private / alternative investments	458
Social Security optimization	444
Charitable giving & philanthropy	443
Passive / index investing	401
General estate planning guidance	396
Business exit / sale strategy	358
Concentrated stock management	322
Multi-generational wealth transfer	320
Business ownership considerations	260
Self-Employed	202
Business succession planning	139
Equity compensation tax strategy	135
HENRY (High Earners, Not Rich Yet)	129
Real estate investing	125
Divorce financial planning	118
Mid-Career Professionals	105
Established Professionals	92
General tax planning	90
Financial Professional	81
Women Professionals	52
Planning for children with special needs	50
Educators, Teachers, and Academics	47
Married/Couples/Partners	45
Debt management	44
Tax strategies for small businesses	44
Attorney	40
Values-based investing	39
Factor investing / smart beta	35
Long-term care insurance	29
Doctor or Medical Professional	21
Military & Veterans	19
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	17
Life insurance needs analysis	14
Retired	14
Young Professionals	11
Family Business	10
Equity Recipients (RS/RSU, SOP, ESPP)	9
Religious/faith focused	8
Roth conversion strategy	8
Business sale tax planning	7
Charitable giving tax strategies	4
Christian Faith Based	4
Young Families	4
Medicare planning	3

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