Clients per advisor for Supported firms in Iowa

In Iowa, supported financial advisory firms tend to have a higher client load per advisor compared to the national median. With 153 firms in this category, the median number of clients per advisor is 72, exceeding the national median of 47. This suggests that Iowa advisors in supported firms often manage larger client bases, likely reflecting more structured and scalable service models. Clients working with these firms might expect efficient processes and broader client outreach, rather than highly personalized, relationship-driven attention. Understanding this dynamic can help consumers gauge the service style they might encounter when choosing an advisor in Iowa.

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

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Clients per advisor for Supported firms serving clients in Iowa