Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 you 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 registrations check. 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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | PRINCIPAL ASSET MANAGEMENT 801 Grand Ave, Des Moines, IA, 50392-0001 | $279,108,496,692 | 13656 | 1925 | A Percentage of AUM, Fixed Fees, Performance Based, Other (CHARGE ON A COST ALLOCATION BASIS TO PRINCIPAL LIFE) |
2 | PRINCIPAL REAL ESTATE 801 Grand Ave, Des Moines, IA, 50392-0001 | $93,670,595,774 | 1522 | 484 | A Percentage of AUM, Fixed Fees, Performance Based |
3 | AEGON ASSET MANAGEMENT US 6300 C Street Sw, Cedar Rapids, IA, 52499-5338 | $87,349,594,698 | 210 | 289 | A Percentage of AUM, Fixed Fees, Performance Based |
4 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 1776 Pleasant Plain Rd., Fairfield, IA, 52556-8757 | $82,427,818,654 | 461370 | 3352 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (SOLICITATION FEES FROM 3RD PARTY MONEY MANAGERS) |
5 | PRINCIPAL SECURITIES, INC. 711 High Street, Des Moines, IA, 50392 | $9,416,854,861 | 46075 | 1430 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SEMINAR FEES, SOLICITORS FEES, SUBSCRIPTION CONSULTING FEES) |
6 | SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC 8300 Mills Civic Parkway, West Des Moines, IA, 50266 | $6,512,036,820 | 7 | 15 | A Percentage of AUM |
7 | AVANTAX PLANNING PARTNERS, INC. 3390 Asbury Road, Dubuque, IA, 52002-2801 | $5,456,488,469 | 11570 | 239 | A Percentage of AUM, Hourly charges, Fixed Fees |
8 | BTC CAPITAL MANAGEMENT 453 7th Street, Des Moines, IA, 50309-3702 | $3,621,197,368 | 2310 | 19 | A Percentage of AUM, Fixed Fees |
9 | FOSTER GROUP, INC. 6601 Westown Parkway, Suite 100 West Des Moines, IA, 50266 | $3,083,295,163 | 5768 | 75 | A Percentage of AUM, Hourly charges, Fixed Fees |
10 | NATIONS FINANCIAL GROUP, INC. 3925 Fountains Blvd Ne, Suite 200 Cedar Rapids, IA, 52411 | $3,011,458,350 | 9788 | 85 | A Percentage of AUM, Fixed Fees |
11 | STEELE CAPITAL MANAGEMENT, INC. 1000 Jackson Street, Suite 201 Dubuque, IA, 52001 | $2,330,408,674 | 3911 | 14 | A Percentage of AUM |
12 | INVESTMENT CONSULTING GROUP INC 5117 Jersey Ridge Road, Suite 1, Davenport, IA, 52807 | $2,104,639,015 | 487 | 2 | A Percentage of AUM, Fixed Fees |
13 | AEGON REAL ASSETS US 6300 C Street Sw, Cedar Rapids, IA, 52499-5338 | $1,925,716,973 | 33 | 161 | A Percentage of AUM, Fixed Fees, Performance Based, Other (REFER TO SCHEDULE D MISC) |
14 | BFC PLANNING, INC. 4201 42nd Street Ne, Suite 100 Cedar Rapids, IA, 52402 | $1,477,309,181 | 8990 | 200 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEE) |
15 | AUSDAL FINANCIAL PARTNERS, INC. 5187 Utica Ridge Rd, Davenport, IA, 52807 | $1,415,697,036 | 8303 | 325 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (REVENUE SHARING) |
QualificationsFirm CRD# 109002
Assets Under Management $279,108,496,692
No. Of Clients13656
Clients Per Financial Advisor7
PRINCIPAL ASSET MANAGEMENT is a financial advisory firm situated in Des Moines, Iowa. With a nearly $279B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13656 clients. The team consists of 1925 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 109008
Assets Under Management $93,670,595,774
No. Of Clients1522
Clients Per Financial Advisor3
PRINCIPAL REAL ESTATE is a financial advisory firm situated in Des Moines, Iowa. With a nearly $94B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1522 clients. The team consists of 484 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 114537
Assets Under Management $87,349,594,698
No. Of Clients210
Clients Per Financial Advisor1
AEGON ASSET MANAGEMENT US is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $87B assets under management, the firm specializes in crafting personalized retirement planning solutions for 210 clients. The team consists of 289 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 134139
Assets Under Management $82,427,818,654
No. Of Clients461370
Clients Per Financial Advisor138
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is a financial advisory firm situated in Fairfield, Iowa. With a nearly $82B assets under management, the firm specializes in crafting personalized retirement planning solutions for 461370 clients. The team consists of 3352 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 1137
Assets Under Management $9,416,854,861
No. Of Clients46075
Clients Per Financial Advisor32
PRINCIPAL SECURITIES, INC. is a financial advisory firm situated in Des Moines, Iowa. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 46075 clients. The team consists of 1430 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 321109
Assets Under Management $6,512,036,820
No. Of Clients7
Clients Per Financial Advisor0
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106237
Assets Under Management $5,456,488,469
No. Of Clients11570
Clients Per Financial Advisor48
AVANTAX PLANNING PARTNERS, INC. is a financial advisory firm situated in Dubuque, Iowa. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11570 clients. The team consists of 239 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 127158
Assets Under Management $3,621,197,368
No. Of Clients2310
Clients Per Financial Advisor122
BTC CAPITAL MANAGEMENT is a financial advisory firm situated in Des Moines, Iowa. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2310 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107148
Assets Under Management $3,083,295,163
No. Of Clients5768
Clients Per Financial Advisor77
FOSTER GROUP, INC. is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5768 clients. The team consists of 75 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 44181
Assets Under Management $3,011,458,350
No. Of Clients9788
Clients Per Financial Advisor115
NATIONS FINANCIAL GROUP, INC. is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9788 clients. The team consists of 85 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107097
Assets Under Management $2,330,408,674
No. Of Clients3911
Clients Per Financial Advisor279
STEELE CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Dubuque, Iowa. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3911 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106967
Assets Under Management $2,104,639,015
No. Of Clients487
Clients Per Financial Advisor244
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 487 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 286438
Assets Under Management $1,925,716,973
No. Of Clients33
Clients Per Financial Advisor0
AEGON REAL ASSETS US is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 clients. The team consists of 161 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 119682
Assets Under Management $1,477,309,181
No. Of Clients8990
Clients Per Financial Advisor45
BFC PLANNING, INC. is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8990 clients. The team consists of 200 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 7995
Assets Under Management $1,415,697,036
No. Of Clients8303
Clients Per Financial Advisor26
AUSDAL FINANCIAL PARTNERS, INC. is a financial advisory firm situated in Davenport, Iowa. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8303 clients. The team consists of 325 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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