Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Rockway Wealth Partners financial advisors in Urbandale, IA

Every SEC-registered investment adviser representative at a Rockway Wealth Partners office in Urbandale, A to Z.

The short answer

4 registered advisors work at Rockway Wealth Partners in Urbandale, out of 4 at the firm nationwide; it ranks number 11 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Rockway Wealth Partners advisors in Urbandale, A to Z

Every Rockway Wealth Partners advisor →

Rockway Wealth Partners advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Urbandale

All Urbandale advisors →

Integrity Alliance, LLC. 99Foster Group, Inc. 58Independent Wealth Network, Inc. 9Pfs Investments Inc. 7Cetera Investment Advisers LLC 6Edward Jones 6Integrity Advisory Solutions 6LPL Financial LLC 5MML Investors Services, LLC 4Mokosak Advisory Group, LLC 4Wilon Wealth Management 4Ao Wealth Advisory 3

Questions

How many financial advisors does Rockway Wealth Partners have in Urbandale?

4 investment adviser representatives are registered at Rockway Wealth Partners offices in Urbandale, Iowa, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Rockway Wealth Partners one of the largest advisor employers in Urbandale?

Rockway Wealth Partners ranks number 11 in Urbandale by registered advisors; Integrity Alliance, LLC. has the most, with 99.

How do I check a Rockway Wealth Partners advisor in Urbandale?

Each advisor below links to a profile with their registrations, exams, designations 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 Rockway Wealth Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.