Clients per advisor for Supported firms in Iowa

In Iowa, supported financial advisory firms, which typically consist of one advisor with staff or small teams, serve a notably higher median number of clients per advisor—81 compared to the national median of 47. This suggests that Iowa advisors in this category often manage larger client loads, potentially reflecting more efficient, scalable service models. With 151 such firms in the state, clients may encounter advisors who balance broader client bases with structured processes rather than highly personalized attention. Understanding this dynamic can help Iowa consumers gauge whether a firm’s approach aligns with their preferences for service intensity and accessibility.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Net Worth Advisors	Very Low 0	1	3	3
True Wealth, LLC	Very Low 1	1	1	5
Zacks Intelligence LLC	Very Low 1	1	1	7
Van Meter Associates, LLC	Very Low 2	4	2	2
True Wealth Nation	Very Low 2	7	3	5
Ellevity Capital, LLC	Very Low 7	13	2	2
AIM Advisors	Very Low 7	14	2	2
Carrie Houchins-Witt Tax and Financial Services LLC	Very Low 8	15	2	4
Pearl Wealth LLC	Very Low 8	16	2	3
Calibrate Wealth, LLC	Very Low 9	18	2	2
SBC Investment Management, LLC	Very Low 10	19	2	3
Grit Family Office, LLC	Very Low 10	19	2	3
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Innovation Partners LLC	Very Low 13	26	2	305
Ballast Capital Advisors, LLC	Very Low 14	42	3	7
Christensen Capital, LLC	Very Low 15	29	2	3
Partner Wealth	Very Low 17	34	2	2
Vital Capital LLC	Very Low 18	71	4	5
Clark Wealth Strategies, Inc	Very Low 21	85	4	5
Passage Global Capital Management, LLC	Low 21	64	3	4
Desla Wealth Management	Low 25	49	2	3
Fairway Asset Management, LLC	Low 25	74	3	4
Taber Asset Management L.L.C.	Low 25	101	4	4
Profusion Private Wealth	Low 26	77	3	3
Rockway Wealth Partners	Low 27	107	4	6
Greenstone Wealth Management	Low 27	108	4	5
Integrity Wealth Management LLC	Low 27	27	1	4
The Table Financial Planning LLC	Low 27	108	4	4
Latitude Investment Group	Low 29	87	3	3
Balanced Investment Advisors, LLC	Low 29	58	2	2
Stewards Advisory Services	Low 31	61	2	2
Cedar Valley Wealth Advisors	Low 31	92	3	3
Aventura Capital Management, LLC	Low 32	126	4	4
Legacy Bridge Private Family Offices	Low 33	66	2	8
EDK Advisory	Low 33	33	1	3
Paladin Wealth Partners	Low 34	102	3	3
Dessonville Financial Group Incorporated	Low 34	68	2	2
Penn Advisory Group Inc.	Low 35	70	2	2
Evergreen Wealth Advisors	Low 36	142	4	18
Guide Rock Capital Management, Inc.	Low 36	71	2	2
Sterling Financial Advisors, LLC	Low 36	143	4	4
Sanders Retirement Planning LLC	Low 37	73	2	2
Water Valley Investment Advisors, Inc.	Low 38	152	4	4
Datalign	Low 38	38	1	20
Priority Financial Partners	Low 40	80	2	4
Russell Wealth Advisors	Typical 40	121	3	3
17 Capital Partners, LLC	Typical 43	128	3	7
Nabity-Jensen Investment Management, Inc.	Typical 44	87	2	3
LFN Advisors Inc.	Typical 45	179	4	4
Acadia Legacy Group	Typical 45	45	1	4
Midwestern Financial Group	Typical 45	135	3	3
Strategic Advocates, LLC	Typical 47	141	3	3
Virtue Wealth Counsel, LLC	Typical 47	141	3	3
Holistic Finance LLC	Typical 50	198	4	5
Custom Wealth Planners	Typical 50	149	3	3
Forrest Financial Services	Typical 50	100	2	2
Conscious Capital	Typical 51	152	3	4
Bazis Private Wealth, LLC	Typical 53	210	4	5
CBG & Company, Inc.	Typical 54	161	3	9
Truesdell Wealth, Inc.	Typical 54	54	1	4
Jepsen Financial	Typical 55	55	1	3
Wacker & Associates, Inc.	Typical 57	172	3	4
Fencl Advisory Services, LLC	Typical 58	173	3	3
Valiant Wealth, LLC	Typical 58	173	3	12
IRON Financial LLC	Typical 58	232	4	10
Mench Financial Inc	Typical 58	175	3	4
American Financial Management, Ltd.	Typical 62	124	2	2
Kane Company Wealth Management, Inc.	High 66	198	3	5
CWS Wealth Partners	High 67	133	2	2
One Life Financial Group, Inc.	High 67	200	3	6
Leibman Financial Servces, Inc.	High 68	270	4	4
Clarity Asset Management, Inc.	High 68	270	4	5
Iowa Wealth Management, LLC	High 68	136	2	4
Cornerstone Select Advisors, LLC	High 68	204	3	4
Zenith Advisory Group, LLC	High 70	139	2	2
Cannon Capital Management, Inc.	High 70	211	3	8
Investable Wealth, LLC	High 72	143	2	2
Clearwealth	High 73	145	2	2
Pecaut Wealth Management	High 73	219	3	6
Plan2Thrive Financial	High 74	222	3	4
AO Wealth Advisory	High 75	298	4	7
IQVestment, LLC	High 78	235	3	5
Investable	High 81	81	1	4
Midwest Heritage Financial Advisors	High 84	334	4	6
Pursuit Wealth Management	High 84	168	2	2
Strategic Wealth Solutions, LLC	High 84	84	1	3
Hiley Hunt Wealth Management, Inc.	High 88	265	3	3
ATLAS Lifestyle Planning Group LLC	High 90	180	2	2
TJT Capital Group, LLC	High 91	181	2	4
True Vision Financial Advisors	High 92	367	4	9
Elevation Advisory Partners LLC	High 95	378	4	5
VCP Financial LLC	High 96	385	4	5
Ticino Wealth	High 99	296	3	4
Future Bright	High 99	396	4	4
Financial Design Group, LLC	High 102	203	2	3
Logan Park Wealth Management	High 102	408	4	6
FamilyWealth Asset Management	High 103	413	4	4
Boyle Capital	High 105	418	4	5
True Measure Wealth Management	High 105	105	1	2
BSC Capital Partners, LLC	Very High 107	321	3	5
Midwest Financial Network, LLC	Very High 109	218	2	2
Blue Capital	Very High 111	443	4	7
Uncommon Wealth Partners, LLC	Very High 112	223	2	2
O'Connor Financial Group LLC	Very High 118	355	3	6
Professional Retirement Strategies LLC	Very High 119	238	2	2
The Sherwin Group	Very High 121	242	2	2
Mokosak Advisory Group, LLC	Very High 123	490	4	4
Bridgeway Wealth Management, LLC	Very High 124	248	2	2
Longenecker Financial Services	Very High 126	252	2	3
Schwan Financial Advisors, LLC	Very High 131	261	2	2
Nicholson Meyer Capital Management, Inc.	Very High 131	261	2	6
Garnett Investment Strategies	Very High 131	262	2	5
Truenorth Wealth & Impact, LLC	Very High 132	395	3	5
Advisifi LLC	Very High 133	133	1	6
Atlas Financial Advisors, Inc.	Very High 133	266	2	3
Wealth Advisors Group, LLC	Very High 136	272	2	2
Perkins Capital Management Inc	Very High 137	137	1	9
Lebens Advisory Group LLC	Very High 140	140	1	3
The Premier Advisory Group, LLC	Very High 143	570	4	4
Vivid Wealth Management, LLC	Very High 145	434	3	3
Innovative Wealth Management, LLC	Very High 149	298	2	2
Secured Retirement Advisors, LLC	Very High 151	602	4	6
Capstone Pacific Investment Strategies	Very High 151	302	2	2
Red Cedar	Very High 155	155	1	3
Gineris Wealth Management	Very High 156	312	2	2
Paladin Financial	Very High 165	494	3	7
Financial Strategies Group	Very High 165	659	4	10
Peterson Financial Group, Inc.	Very High 172	516	3	11
Weis Advisory	Very High 179	716	4	9
Morey & Quinn Wealth Partners	Very High 183	548	3	4
Accelerated Wealth Advisors LLC	Very High 189	568	3	10
MN Wealth Advisors, LLC	Very High 190	571	3	5
Carlson Wealth, LLC	Very High 191	191	1	4
Windward Wealth Strategies, Inc.	Very High 197	394	2	3
Bates Financial Advisors, Inc.	Very High 199	397	2	5
Axiom Investment Management LLC	Very High 201	201	1	10
Gabe Nelson Financial, Inc.	Very High 202	202	1	3
TFP Management, LLC	Very High 220	660	3	4
Acumen Financial Advisors, LLC	Very High 220	220	1	5
Adaptation Financial Advisors Inc.	Very High 230	690	3	4
Des Moines Investments, LLC	Very High 233	700	3	4
Tuve Investment Management, Inc.	Very High 262	523	2	6
Senior Tax Advisory Group, Inc.	Very High 267	802	3	6
CMG Capital Management Group, Inc.	Very High 268	536	2	10
GTG Wealth Management, LLC	Very High 282	564	2	2
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
SavvyFi	Very High 307	307	1	15
Webb Financial Group	Very High 337	673	2	8
R2 Wealth Management Partners	Very High 369	737	2	8
Encore Wealth Advisors	Very High 437	437	1	4
Tryon Investments, LLC	Very High 457	457	1	3
Preston Investments	Very High 842	2,526	3	4
Plan Confidence Corporation	Very High 859	859	1	3

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Clients per advisor for Supported firms serving clients in Iowa