Top Financial Advisors in Cedar Rapids, Iowa
Finding the right financial advisor in Cedar Rapids is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Cedar Rapids, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Cedar Rapids, IA.
Find the Best Financial Advisor Firms in Cedar Rapids:
NATIONS FINANCIAL GROUP, INC.
CRD#: 44181
Address: 4000 River Ridge Dr Ne Suite 200, Cedar Rapids, IA 52402-7534
Clients: 4,257
In Business for: 28 Years
Average Clients per Advisor: 50
AUM: $ 3.0B
Disclosures: 2
BFC PLANNING, INC.
CRD#: 119682
Address: 4201 42nd Street Ne Suite 100, Cedar Rapids, IA 52402
Clients: 8,684
Average Clients per Advisor: 43
AUM: $ 1.5B
PRIVATE WEALTH ASSET MANAGEMENT
CRD#: 315819
Address: 615 5th St Se Suite 360, Cedar Rapids, IA 52401
Clients: 31
Average Clients per Advisor: 1
AUM: $ 926M
WORLD TREND FINANCIAL PLANNING SERVICES, LTD.
CRD#: 28289
Address: 221 Third Avenue Se Suite 215, Cedar Rapids, IA 52401
Clients: 1,263
In Business for: 35 Years
Average Clients per Advisor: 140
AUM: $ 730M
Disclosures: 2
BASEPOINT WEALTH, LLC
CRD#: 289538
Address: 4144 Golf Street Ne, Cedar Rapids, IA 52402
Clients: 935
Average Clients per Advisor: 85
AUM: $ 562M
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
CRD#: 13609
Address: 4201 42nd Street Ne Suite 100, Cedar Rapids, IA 52402
Clients: 2,163
In Business for: 52 Years
Average Clients per Advisor: 21
AUM: $ 396M
Disclosures: 42
How We Chose the Top Financial Advisors in Cedar Rapids, Iowa
To create this list of top financial advisor firms in Cedar Rapids, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Cedar Rapids has to offer.
Search Financial Advisors in Cedar Rapids, Iowa
Stephen Michael Cairney
Registered Affiliation(s):NATIONS FINANCIAL GROUP, INC.
Steven Andrew Blum
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Edward James Dougherty
Registered Affiliation(s):BFC PLANNING, INC.
Brian Matthew Benest
Registered Affiliation(s):LPL FINANCIAL LLC
William Allen Wallace
Registered Affiliation(s):BASEPOINT WEALTH, LLC
John Phillip Morgan
Registered Affiliation(s):LPL FINANCIAL LLC
Stephanie Gayletipton Karr
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
John Arthur Locher
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Bradley Owen Haverback
Registered Affiliation(s):WORLD TREND FINANCIAL PLANNING SERVICES, LTD.
Jeffrey Alan Hilleman
Registered Affiliation(s):OSAIC WEALTH, INC.
Thomas Joseph Burke
Registered Affiliation(s):OSAIC WEALTH, INC.
Heath Michael Kilpatrick
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Michael Richard Lacey
Registered Affiliation(s):LPL FINANCIAL LLC
Eugene Lee Dierking
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Jennifer Lynn Eggleston
Registered Affiliation(s):LEVEL FOUR ADVISORY SERVICES
Ryan Richard Ruffcorn
Registered Affiliation(s):NATIONS FINANCIAL GROUP, INC.
Kathryn Marsh Wallace
Registered Affiliation(s):BASEPOINT WEALTH, LLC
Todd Lee Dimmer
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Barbara Wiltgen
Registered Affiliation(s):PFS INVESTMENTS INC.
Jason Gordon Bohannon
Registered Affiliation(s):PFS INVESTMENTS INC.
Jeffrey Alan Ditsworth
Registered Affiliation(s):BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.
Michael Wood Schooley
Registered Affiliation(s):SECURIAN FINANCIAL SERVICES, INC.
Mark Joseph Hagen
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Carolina Newton
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
