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Find Retirement Advisors for Retirement Planning in Davenport, Iowa

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Davenport, Iowa

Last Updated - April 25, 2025

Davenport has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Davenport, Iowa have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Davenport, Iowa

advisor
vector.svg VERIFIED

Rian Waterman
JD, CEPA®, CFA®
Farther Finance, LLC

Qualifications
CRD# 5121837
Firm CRD# 302050
Series 65

Minimum Assets Required
$1,000,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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advisor
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Savant Wealth Management
Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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Top 6 Retirement Planning firms in Davenport, Iowa (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

5117 Jersey Ridge Road, Suite 1
Davenport, IA, 52807
$2,378,969,7624912
A percentage of AUM, Hourly charges, Fixed fees
2

5187 Utica Ridge Rd,
Davenport, IA, 52807
$1,533,931,1908079317
A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (REVENUE SHARING)
3

2322 E. Kimberly Road,, Suite 150n
Davenport, IA, 52807
$435,000,00010223
A percentage of AUM, Other (% OF PLAN ASSETS)
4

5025 Utica Ridge Rd, Suite 101
Davenport, IA, 52807
$378,789,09315185
A percentage of AUM, Hourly charges, Fixed fees
5

5177 Utica Ridge Road,
Davenport, IA, 52807
$333,447,14014018
A percentage of AUM
6

3541 E Kimberly Rd,
Davenport, IA, 52807
$49,081,18511
A percentage of AUM, Other (AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES)

Information on Top Retirement Planning firms in Davenport, Iowa

QualificationsFirm CRD# 106967

Assets Under Management $2,378,969,762

No. Of Clients491

Clients Per Financial Advisor246

INVESTMENT CONSULTING GROUP INC is a financial advisory firm situated in Davenport, Iowa. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 491 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
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QualificationsFirm CRD# 7995

Assets Under Management $1,533,931,190

No. Of Clients8079

Clients Per Financial Advisor25

AUSDAL FINANCIAL PARTNERS, INC. is a financial advisory firm situated in Davenport, Iowa. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8079 clients. The team consists of 317 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based
  • Other (REVENUE SHARING)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (ADVICE ON UMA PLATFORMS)
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QualificationsFirm CRD# 289603

Assets Under Management $435,000,000

No. Of Clients1022

Clients Per Financial Advisor341

MATHESON & ROCK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Davenport, Iowa. With a nearly $435M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1022 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Other (% OF PLAN ASSETS)

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
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QualificationsFirm CRD# 297712

Assets Under Management $378,789,093

No. Of Clients1518

Clients Per Financial Advisor304

WEALTHSPAN PARTNERS, LLC is a financial advisory firm situated in Davenport, Iowa. With a nearly $379M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1518 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 154113

Assets Under Management $333,447,140

No. Of Clients1401

Clients Per Financial Advisor175

QUAD-CITIES INVESTMENT GROUP, LLC is a financial advisory firm situated in Davenport, Iowa. With a nearly $333M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1401 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 319016

Assets Under Management $49,081,185

No. Of Clients1

Clients Per Financial Advisor1

AOT INVEST LLC is a financial advisory firm situated in Davenport, Iowa. With a nearly $49M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Other (AS SPONSOR
  • WILL SHARE IN ETF PROFITS AFTER EXPENSES)

Financial Planning Services

  • Portfolio management for investment companies
View Full Profile

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