Clients per advisor for Independent firms in Iowa

In Iowa, independent financial advisors tend to serve a notably higher number of clients compared to the typical national pattern for this category. With 83 firms in the state, the median clients per advisor is 47, nearly double the national median of 26 for independent advisors. This suggests that Iowa’s independent advisors may be balancing personalized service with a larger client base, potentially reflecting a more established market or a different approach to scaling their practices. Clients in Iowa might expect advisors who have grown beyond the early stages but still maintain a manageable client load that allows for meaningful relationships.

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

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Clients per advisor for Independent firms serving clients in Iowa