Clients per advisor for Independent firms in Iowa

In Iowa, independent financial advisors tend to serve more clients per advisor than the national median for this firm category, with a state median of 37 clients compared to the national median of 25. This suggests that Iowa’s independent advisors may be balancing personalized service with a somewhat larger client base, potentially reflecting a mix of advisors who are beyond the early startup phase but have not yet reached the capacity where they would typically expand or join larger firms. With 67 independent firms in the state, clients might find a range of service models—from more intimate, relationship-focused advisors to those managing a broader clientele.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Redspire Wealth Management, LLC	Very Low 2	2	1	1
Woodlands Capital Management, LLC	Very Low 5	5	1	1
Koios Private Family Offices, LLC	Very Low 5	5	1	2
Green Belt Investment Services	Very Low 6	6	1	1
Lunea Wealth Management	Very Low 6	6	1	1
Simplified Planning and Investments	Very Low 6	6	1	1
Zenith Wealth Management	Very Low 6	6	1	1
Dentist Exit Planning	Very Low 9	9	1	1
Acumen Associates LLC	Very Low 9	9	1	1
St. Therese Financial LLC	Low 12	12	1	1
3G Capital LLC	Low 12	12	1	1
Castellum Capital Management LLC	Low 12	12	1	1
The Retirement Planning Center	Low 13	13	1	1
Executive Wealth Partners	Low 14	14	1	2
Diamond Trail Capital Management	Low 14	14	1	2
Reed Financial, LLC	Low 14	14	1	1
R&V Personal Finance, LLC	Low 16	16	1	1
MSM Financial, LLC	Low 16	16	1	1
Pira Wealth Management	Low 17	17	1	2
Bellwether Financial Advisors	Low 17	17	1	1
Hart Wealth Management	Low 18	18	1	1
Ares-Bound Capital	Low 19	19	1	1
Storybook Financial	Low 19	19	1	1
Mandala Financial Advisors LLC	Typical 21	21	1	1
Optimum Wealth Management, LLC	Typical 21	21	1	1
Turner Financial	Typical 21	21	1	1
Lexington Capital, LLC	Typical 22	22	1	1
CoreTegic Capital, LLC	Typical 23	23	1	1
Ortman Finances, LLC	Typical 24	24	1	1
Black Mammoth LLC	Typical 26	26	1	1
Capital View Wealth Management, LLC	Typical 27	27	1	1
Alba Financial LLC	Typical 27	27	1	1
Well Advised, LLC	Typical 31	31	1	1
Genesis Wealth Planning, LLC	Typical 32	32	1	1
Weiss Financial Group, LLC	Typical 33	33	1	2
Kraft Financial, LLC	Typical 35	35	1	1
Prospective Value Partners LLC	High 36	36	1	1
The Planners Professional Services, Inc.	High 37	37	1	1
Ballheim Financial LLC	High 37	37	1	1
Patel Wealth Strategies, Inc.	High 45	45	1	1
Total Wealth	High 45	45	1	2
TRUEWEALTH STEWARDSHIP, LLC	High 47	47	1	1
Yield Financial Advisors	High 52	52	1	1
LIS Inc	High 54	54	1	1
Flattery Wealth Management LLC	High 58	58	1	1
Leetown Advisors	High 60	60	1	1
Liberty Advisers Inc.	High 61	61	1	1
Couleur Investments	High 62	62	1	1
CPK Wealth Management LLC	High 64	64	1	1
Actis Wealth Management	High 64	64	1	1
Intelligent Investments	High 66	66	1	1
Teacher Wealth	Very High 68	68	1	1
JB Financial Services, Inc.	Very High 71	71	1	1
Evergreen Capital Management Inc	Very High 75	75	1	1
LW Advisors, L.L.C.	Very High 76	76	1	1
Genereux Investment Management, Inc.	Very High 76	76	1	1
O'Brien and Associates, Inc.	Very High 83	83	1	2
Brilliant Financial Advisors LLC	Very High 86	86	1	1
Schenkelberg Investments, LLC	Very High 96	96	1	1
Rothamel Wealth Management, LLC	Very High 108	108	1	1
Busbee Wealth Advisors LLC	Very High 110	110	1	1
Successful Resource Management, Ltd.	Very High 111	111	1	2
Locke Financial Services, Inc.	Very High 120	120	1	1
Mottet Wealth	Very High 130	130	1	1
Palen Financial LLC	Very High 146	146	1	1
Kingdom Wealth Development, LLC	Very High 150	150	1	1
Stonefield Investment Advisory, Inc.	Very High 181	181	1	2
Omni Wealth Management	Very High 181	181	1	1
Thoughtful Money LLC	Very High 187	187	1	1
Thompson Private Wealth	Very High 189	189	1	1
Parco Wealth Management LLC	Very High 191	191	1	2
Hyline Wealth	Very High 194	194	1	1
DSM Financial L.L.C.	Very High 200	200	1	1
Lane Family Wealth Management	Very High 202	202	1	2
Keystone Wealth Management	Very High 207	207	1	2
AFSC Advisors, Inc	Very High 207	207	1	1
VisionX Wealth Partners	Very High 226	226	1	2
Solidity Financial LLC	Very High 252	252	1	2
Compass Lighthouse Capital, LLC	Very High 259	259	1	2
Intentional Retirement, LLC	Very High 288	288	1	2
Planvest, LLC	Very High 298	298	1	1
LendingRobot	Very High 609	609	1	2
Alternative Strategies Group, Inc.	Very High 687	687	1	1

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Clients per advisor for Independent firms serving clients in Iowa