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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

91 firms manage $988 billionIowa

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 8633
    Mokosak Advisory Group, LLCUrbandale, IA · 490 clientsWealth manager
    Schwab 100%
    $414M
  2. 8685
    Friday FinancialDubuque, IA · 289 clientsWealth manager
    Schwab 100%
    $409M
  3. 8704
    Compass Financial ServicesWest DES Moines, IA · 1,105 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $407M
  4. 8803
    Midwest Heritage Financial AdvisorsWest DES Moines, IA · 334 clientsWealth managerBank-affiliatedHybrid
    Schwab 100%
    $399M
  5. 8866
    Aegon Real Assets USCedar Rapids, IA · 14 clientsAsset managerHybrid
    HSBC 63%M&t Bank 26%
    $394M
  6. 9023
    Pecaut Wealth ManagementSioux City, IA · 231 clientsWealth manager
    Schwab 100%
    $382M
  7. 9513
    Boyle CapitalWest DES Moines, IA · 423 clientsWealth managerWrap sponsor
    Schwab 100%
    $342M
  8. 9732
    Ballast Capital Advisors, LLCWest DES Moines, IA · 42 clientsWealth manager
    RBC 100%
    $329M
  9. 9743
    Weitzel Financial Services, Inc.Dubuque, IA · 1,134 clientsBroker-dealer firmHybrid
    Schwab 100%
    $328M
  10. 10181
    Peterson Financial Group, Inc.DES Moines, IA · 522 clientsWealth managerWrap sponsor
    Fidelity 100%
    $299M
  11. 10312
    Vivid Wealth Management, LLCWest DES Moines, IA · 434 clientsWealth manager
    Schwab 100%
    $291M
  12. 10428
    Kane Company Wealth Management, Inc.Johnston, IA · 198 clientsWealth manager
    Schwab 100%
    $285M
  13. 10528
    Paladin Wealth PartnersClive, IA · 102 clientsWealth manager
    Schwab 100%
    $280M
  14. 10559
    Wealth Advisors Group, LLCCoralville, IA · 272 clientsWealth manager
    Tiaa-Cref Individual & Institutional Services 59%Schwab 41%
    $278M
  15. 10565
    Beacon Capital, LLCCedar Rapids, IA · 629 clientsWealth manager
    Schwab 100%
    $278M
  16. 10578
    Oasis AdvisorsForest City, IA · 5,051 clientsWealth managerHybrid
    Fidelity 100%
    $278M
  17. 10651
    TFP Management, LLCBettendorf, IA · 660 clientsWealth manager
    Schwab 100%
    $273M
  18. 10800
    Wilon Wealth ManagementUrbandale, IA · 354 clientsWealth managerHybrid
    SEI 100%
    $264M
  19. 10931
    Clarity Asset Management, Inc.Ames, IA · 271 clientsWealth manager
    Fidelity 100%
    $257M
  20. 10961
    Five Talents Financial Management Group LLCWest DES Moines, IA · 1,039 clientsWealth managerHybrid
    LPL Financial 100%
    $256M
  21. 11138
    Cedar Point Capital Partners, LLCCedar Rapids, IA · 300 clientsWealth manager
    Schwab 100%
    $248M
  22. 11176
    DES Moines Investments, LLCDES Moines, IA · 700 clientsWealth manager
    No custodian reported
    $246M
  23. 11534
    Bradford Financial CenterClarion, IA · 710 clientsWealth managerHybrid
    Schwab 100%
    $230M
  24. 11553
    LSB Wealth ManagementAnkeny, IA · 383 clientsWealth managerBank-affiliatedHybrid
    LPL Financial 51%Fifth Third Securities 49%
    $229M
  25. 11632
    Weis AdvisoryClive, IA · 716 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $226M
  26. 11854
    Aegis Wealth Management, Inc.Guthrie Center, IA · 2,350 clientsWealth manager
    Schwab 100%
    $216M
  27. 11933
    AO Wealth AdvisoryUrbandale, IA · 311 clientsWealth manager
    Schwab 100%
    $213M
  28. 12992
    Midwestern Financial GroupIowa City, IA · 135 clientsWealth manager
    Schwab 88%
    $173M
  29. 13002
    Cedar Valley Wealth AdvisorsCedar Falls, IA · 97 clientsWealth manager
    Schwab 54%Fidelity 46%
    $173M
  30. 13139
    Arnold and Mote Wealth ManagementHiawatha, IA · 133 clientsWealth manager
    Schwab 100%
    $168M
  31. 13237
    Bridgeway Wealth Management, LLCCedar Rapids, IA · 256 clientsWealth managerWrap sponsor
    Raymond James 100%
    $165M
  32. 13450
    Water Valley Investment Advisors, Inc.Sioux Center, IA · 167 clientsWealth manager
    Schwab 94%
    $157M
  33. 13550
    Forrest Financial ServicesWindsor Heights, IA · 100 clientsWealth manager
    Schwab 100%
    $154M
  34. 13754
    Tuve Investment Management, Inc.Waterloo, IA · 523 clientsWealth manager
    Schwab 100%
    $148M
  35. 13758
    Plan2thrive FinancialEldridge, IA · 245 clientsWealth manager
    SEI 89%
    $148M
  36. 13805
    The Life Group Financial ServicesDubuque, IA · 1,258 clientsWealth manager
    Schwab 78%Wells Fargo 22%
    $146M
  37. 13885
    Van Diest CapitalPolk City, IA · 467 clientsWealth managerHybrid
    Altruist 87%
    $144M
  38. 13927
    Lane Family Wealth ManagementNorth Liberty, IA · 202 clientsWealth manager
    Schwab 100%
    $143M
  39. 14111
    Keystone Wealth ManagementWaterloo, IA · 212 clientsWealth manager
    Schwab 87%
    $137M
  40. 14255
    Acadia Legacy GroupClive, IA · 45 clientsWealth manager
    Schwab 100%
    $133M

RIAs by state