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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Davenport, IA

Every SEC-registered investment adviser representative at a firm office in Davenport, with the firms that employ the most of them.

162 registered advisors work in Davenport; the most are at Morgan Stanley (29). 12 list the CFP designation and 131 are also registered broker representatives.

Firms with the most advisors in Davenport

FirmAdvisors in Davenport
Morgan Stanley news29
Merrill Lynch, Pierce, Fenner & Smith Incorporated news24
Ameriprise Financial Services, LLC news11
Edward Jones news10
LPL Financial LLC news8
Quad-Cities Investment Group, LLC6
Wells Fargo Clearing Services, LLC news6
Abundance Financial Coaching, LLC5
Ausdal Financial Partners, Inc.5
State Farm Investment Management Corp.5
Thrivent Investment Management Inc.5
Mwa Financial Services Inc.4
Raymond James & Associates, Inc. news4
Wealthspan Partners, LLC4
Friday Financial3
Investment Consulting Group Inc.3
Nations Financial Group, Inc.3
UBS Financial Services Inc. news3
Alphastar Capital Management2
Cambridge Investment Research Advisors, Inc. news2
Matheson & Rock Wealth Management, LLC2
Osaic Wealth, Inc. news2
Pfs Investments Inc.2
Principal Securities, Inc.2
Charles Schwab & Co., Inc. news1

Advisors in Davenport, A to Z

CFP advisors in Davenport →

Other cities in Iowa

All of Iowa →

West Des Moines 760Cedar Rapids 405Des Moines 400Urbandale 252Dubuque 180Bettendorf 106Fairfield 106Clive 87Waterloo 72Ankeny 71Cedar Falls 71Iowa City 66Hiawatha 62Sioux City 61Johnston 59Ames 54Coralville 51Waverly 39Pella 34Clinton 31Spencer 30Marion 28Council Bluffs 25Decorah 25

Questions

How many financial advisors are in Davenport, IA?

162 investment adviser representatives are registered at firm offices in Davenport, Iowa, according to the SEC's Investment Adviser Public Disclosure records. 131 of them are also registered as broker representatives, and 12 list the CFP designation.

Which firm has the most financial advisors in Davenport?

Morgan Stanley, with 29 registered advisors in Davenport, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 24.

How do I check a financial advisor in Davenport?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.