Wealth manager, independent · Waverly, IA
Accel Wealth Management
Accel Wealth Management LLC · SEC-registered investment adviser · CRD 286201 · SEC 801-108814
At a glance
Accel Wealth Management is an SEC-registered investment adviser based in Waverly, Iowa, with $1.1B in regulatory assets under management as of its Form ADV filed August 4, 2026. It reports 1,290 individual clients, 166 of them high-net-worth, holding an average of about $0.5 million each, and 19 employees. That ranks it 959th among the nation’s 5,657 independent wealth management RIAs and 5th of 47 in Iowa. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Principal Securities.
Main office 319-596-1101accelwealthmanagement.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among independent wealth managers
- #959 of 5,657
- Rank among all SEC RIAs
- #4,973 of 17,210
- Rank in Iowa
- #5 of 47
- Individual clients
- 1,290
- High-net-worth clients
- 166
- Accounts
- 2,819
- Discretionary
- 93% of AUM
- Employees
- 19
- Advisory staff
- 10
- Offices
- 4
Owners and executives on its Form ADV
- Stacie L. BrassManaging Member and Chief Compliance Officer
- Todd J. ManternachManaging Member
- Emily J MisenerDirector of Wealth Management Operations
Custody and brokerage
Broker-dealer
Hybrid RIA
Accel Wealth Management is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed August 2026) names Integrity Alliance as the broker-dealer its advisers are registered with.
a commission, some of the Adviser’s Investment Adviser Representatives (“IARs”) are Registered Representatives of Integrity Alliance, LLC (“Integrity”) a registered broker-dealer, member of the Financial Industry Regulatory Authority, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 80 | $472M | 41% |
| High-net-worth individuals | 166 | $347M | 30% |
| Individuals | 1,124 | $309M | 27% |
| State or municipal government entities | – | $10M | <1% |
| Corporations or other businesses | 11 | $6M | <1% |
| Other | – | $2M | <1% |
| Charitable organizations | – | $2M | <1% |
Disciplinary disclosures
Accel Wealth Management answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗accelwealthmanagement.com ↗
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- Assets, accounts, clients and staff, 8 years of filings
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- Rank against 3,180 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Iowa
All of Iowa →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Foster Group, Inc.West DES Moines | $4.8B | 1,956 |
| BFC Planning, Inc.Cedar Rapids | $3.8B | 11,327 |
| Steele Capital Management, Inc.Dubuque | $3.5B | 1,521 |
| Northwest Wealth Management, LLCSpencer | $1.0B | 2,085 |
| Legacy Financial GroupDES Moines | $1.0B | 1,450 |
Background
Questions
How much does Accel Wealth Management manage?
Accel Wealth Management reports $1.1B in regulatory assets under management across 2,819 accounts, 93% of it on a discretionary basis, on its Form ADV filed August 4, 2026.
How many clients does Accel Wealth Management have?
It reports 1,290 individual clients: 166 high-net-worth individuals and 1,124 other individuals. Individuals account for about 57% of its regulatory assets.
Where is Accel Wealth Management headquartered?
Its main office is in Waverly, Iowa. It reports 4 offices in total and 19 employees, 10 of whom perform investment advisory functions.
How does Accel Wealth Management charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Accel Wealth Management use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Principal Securities. On Schedule D of its Form ADV filed August 4, 2026, it reports these amounts held: Charles Schwab ($720M); Principal Securities ($274M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Accel Wealth Management a hybrid RIA with a broker-dealer?
Accel Wealth Management is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Accel Wealth Management a fiduciary?
As an SEC-registered investment adviser, Accel Wealth Management owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 5 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Accel Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →