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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Urbandale, IA

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

252 registered advisors work in Urbandale; the most are at Integrity Alliance, LLC. (107). 0 list the CFP designation and 131 are also registered broker representatives.

Firms with the most advisors in Urbandale

FirmAdvisors in Urbandale
Integrity Alliance, LLC.107
Foster Group, Inc.59
Independent Wealth Network, Inc.9
Cetera Investment Advisers LLC news8
Integrity Advisory Solutions7
Pfs Investments Inc.7
Edward Jones news6
LPL Financial LLC news6
Ao Wealth Advisory4
MML Investors Services, LLC4
Mokosak Advisory Group, LLC4
Rockway Wealth Partners4
Wilon Wealth Management4
Cetera Planning Partners news3
Principal Advised Services3
Wellth Advisory Services, LLC3
Kestra Advisory Services, LLC news2
State Farm Investment Management Corp.2
3g Capital LLC1
Cambridge Investment Research Advisors, Inc. news1
Des Moines Investments, LLC1
Dsm Financial L.L.c.1
Financial & Tax Architects, LLC1
Independent Financial Partners1
Lis Inc.1

Advisors in Urbandale, A to Z

Search all of Iowa →

Other cities in Iowa

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West Des Moines 812Cedar Rapids 441Des Moines 438Dubuque 191Davenport 178Fairfield 122Bettendorf 116Clive 90Waterloo 79Hiawatha 76Cedar Falls 73Ankeny 72Iowa City 71Sioux City 65Johnston 59Ames 57Coralville 56Waverly 37Pella 35Clinton 32Mason City 31Spencer 29Decorah 27Fort Dodge 27

Questions

How many financial advisors are in Urbandale, IA?

252 investment adviser representatives are registered at firm offices in Urbandale, Iowa, according to the SEC's Investment Adviser Public Disclosure records. 131 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Urbandale?

Integrity Alliance, LLC., with 107 registered advisors in Urbandale, followed by Foster Group, Inc. with 59.

How do I check a financial advisor in Urbandale?

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.