Clients per advisor for Team firms serving clients in Iowa

In Iowa, team-based financial advisor firms tend to serve a notably higher number of clients per advisor compared to the broader market. With 328 such firms, the median client load per advisor is 88, well above the national median of 61 for similar-sized teams. This suggests that Iowa’s team firms often operate with more scalable, process-driven models, enabling advisors to manage larger client rosters efficiently. Clients working with these firms might expect a balance between personalized service and streamlined workflows, reflecting a mature, collaborative approach to financial advice that accommodates a broader client base without sacrificing consistency.

Team firms nationally 3,584 firms

Very Low 17-34 per advisor

Low 34-51

Typical 51-73

High 73-109

Very High 109-216

5th 20th 40th 60th 80th 95th

Median: 61

Firm	Client/advisor ratio	Clients	Advisors	Staff
Central States Capital Markets, LLC	Very Low 1	6	6	6
Algorithmic Investment Models	Very Low 1	8	8	8
Teckmeyer Financial Services, L.L.C.	Very Low 9	44	5	7
Contego Capital Group, Inc.	Very Low 11	88	8	8
401k Generation	Very Low 11	68	6	35
Sanders Morris LLC	Very Low 12	127	11	27
Partners Capital Services, Inc.	Very Low 15	210	14	18
CSP Financial Group LLC	Very Low 16	312	20	20
Bull Harbor Capital LLC.	Very Low 16	421	26	43
B.B. Graham & Company, Inc.	Very Low 16	427	26	32
Capital Synergy Partners	Very Low 17	331	20	21
Altitude Capital Management LLC	Very Low 19	488	26	28
1834 Investment Advisors Co.	Very Low 19	369	19	45
Savvi Financial LLC	Very Low 23	135	6	22
Acumen Wealth Advisors, LLC	Very Low 23	280	12	17
Sound Stewardship, LLC	Very Low 24	190	8	11
BSW Wealth Partners	Very Low 24	476	20	27
Laffer Tengler Investments, Inc.	Very Low 24	243	10	14
Jrm Investment Counsel.	Very Low 25	75	3	3
Boyum Wealth Architects LLC	Very Low 25	330	13	15
Private Wealth Asset Management	Very Low 25	559	22	32
Blue Square Asset Management, LLC	Very Low 26	184	7	9
Cabin Advisors, LLC	Very Low 26	368	14	15
Arnold and Mote Wealth Management	Very Low 27	133	5	6
Compass Capital Management Inc	Very Low 27	379	14	20
Parsonex Advisory Services, Inc.	Very Low 28	330	12	24
Anchor Capital Advisors LLC	Very Low 28	474	17	42
Gibraltar Capital Management, Inc.	Very Low 28	505	18	31
WESTPARK WEALTH Advisors, Inc.	Very Low 28	737	26	26
Sapere Wealth Management, LLC	Very Low 28	227	8	8
Strategic Asset Management LLC	Very Low 29	231	8	11
St. Bernard Financial Services, Inc.	Very Low 29	841	29	109
Colliers Securities LLC	Very Low 30	811	27	120
Guardian Wealth Partners, LLC	Very Low 31	402	13	75
Stirlingshire Investments	Very Low 32	760	24	29
One Wealth Map, LLC	Very Low 32	223	7	10
Equitycompass Investment Management, LLC	Very Low 33	163	5	14
Keenan Financial	Very Low 33	751	23	27
Mendota Financial Group, LLC	Very Low 33	166	5	5
Punch & Associates Investment Management, Inc.	Very Low 34	541	16	34
BTC Financial Management Co.	Low 35	208	6	6
Vantage Point Financial, LLC	Low 35	566	16	17
Oakwood Capital, Inc.	Low 36	608	17	20
Econologics Financial Advisors	Low 36	291	8	18
Capital Markets IQ, LLC	Low 37	698	19	23
Flagstar Advisors	Low 37	1,004	27	37
America First Investment Advisors LLC	Low 37	261	7	7
Buttonwood Financial Group, LLC	Low 37	336	9	12
Nepsis, Inc.	Low 39	590	15	37
Alterna Wealth Management, Inc.	Low 40	1,151	29	55
Invicta Financial Group	Low 40	477	12	12
Nasdaq Dorsey Wright	Low 40	806	20	25
Union Capital Company	Low 41	414	10	13
Alpha Zero LLC	Low 42	421	10	10
Stansberry Asset Management, LLC	Low 42	975	23	34
JNBA Financial Advisors, LLC	Low 43	1,105	26	36
Mosaic Wealth	Low 43	774	18	22
DMKC Advisory Services, LLC	Low 43	473	11	13
ATLATL Advisers	Low 43	260	6	10
West Financial Advisors, L.L.C.	Low 44	305	7	8
TRADEway	Low 44	611	14	36
Paragon Capital Management LLC	Low 44	350	8	10
RiverFront Investment Group, LLC	Low 46	1,185	26	46
Friday Financial	Low 47	279	6	9
Corda Investment Management, LLC	Low 47	1,359	29	32
Syverson Strege	Low 48	523	11	15
Cornerstone Wealth Partners, LLC	Low 48	429	9	15
Triune Financial Partners, LLC	Low 48	770	16	24
Keen Wealth Advisors	Low 48	1,014	21	30
Midwest Financial Partners	Low 49	438	9	30
Forthright Capital	Low 49	978	20	22
Cedar Point Capital Partners, LLC	Low 49	294	6	7
Horter Investment Management, LLC	Low 50	1,292	26	43
Elevated Capital Advisors, LLC	Low 50	1,006	20	30
McDonald Partners LLC	Low 51	1,131	22	29
Oarsman Capital, Inc	Typical 52	670	13	21
Archford Capital Strategies, LLC	Typical 52	774	15	45
AMB Wealth, LLC	Typical 52	878	17	22
Gilbert & Cook, Inc.	Typical 52	879	17	32
Harvest investment Services, LLC	Typical 52	1,500	29	38
Natural Investments	Typical 52	1,242	24	24
Financial Perspectives	Typical 52	734	14	14
Quantum Financial Partners LLC	Typical 53	316	6	8
Walser Wealth Management Company, A Limited Liability Company	Typical 53	685	13	26
Forty North Wealth	Typical 53	532	10	12
Wealth Advisors of Iowa, LLC	Typical 53	532	10	12
Kuhn Capital Partners	Typical 53	267	5	5
D.H. Hill Advisors, Inc.	Typical 54	916	17	19
Fiat Wealth Management	Typical 54	647	12	18
Ashworth Wealth, LLC	Typical 54	270	5	5
Greenup Wealth	Typical 54	973	18	20
SMART Wealth, LLC	Typical 55	990	18	41
LCM Capital Management Inc.	Typical 55	440	8	8
Bts Asset Management, Inc.	Typical 55	443	8	13
Gagnon Securities, LLC	Typical 56	1,058	19	19
25 Financial	Typical 56	505	9	19
Contravisory Investment Management, Inc.	Typical 57	227	4	7
Leelyn Smith, LLC	Typical 57	799	14	38
Oxbow Advisors, LLC	Typical 57	688	12	13
Godsey & Gibb Wealth Management	Typical 57	747	13	23
Capital Management Associates Inc	Typical 58	877	15	17
DAI Wealth, LLC	Typical 59	1,466	25	40
Cypress Wealth Services, LLC	Typical 59	825	14	21
Sikich Financial	Typical 59	1,124	19	22
Success Wealth Management LLC	Typical 59	770	13	13
Clearwater Capital Partners	Typical 59	889	15	23
Nicollet Investment Management, Inc.	Typical 59	297	5	9
Lucas Group Financial Advisors, LLC	Typical 59	416	7	9
Embree Financial Group	Typical 60	835	14	19
Main Street Research LLC	Typical 60	1,018	17	24
Stevens Capital Partners	Typical 61	547	9	21
Van Diest Capital	Typical 61	429	7	8
Dash Investments	Typical 62	432	7	9
Personal CFO Solutions LLC	Typical 62	624	10	18
Axient Investment Advisors LLC	Typical 62	749	12	18
Richmond Investment Services LLC	Typical 63	877	14	14
Brady Martz Wealth Solutions, LLC	Typical 63	439	7	11
Fmsa	Typical 63	1,264	20	20
Silveroak Wealth Management LLC	Typical 63	444	7	23
LSB Wealth Management	Typical 64	383	6	11
Arcus Capital Partners, LLC	Typical 64	447	7	15
Modern Capital Advisors, LLC	Typical 64	1,221	19	19
Financial Sense Advisors, Inc.	Typical 65	588	9	11
Petros Family Wealth, LLC	Typical 66	527	8	9
Klaas Financial Asset Advisors, LLC.	Typical 68	1,015	15	15
Cambridge Advisors Inc	Typical 68	273	4	6
Cornerstone Financial Group, LLC	Typical 69	345	5	7
Masterworks Advisers, LLC	Typical 70	1,045	15	15
Wilon Wealth Management	Typical 70	350	5	8
Rothschild Investment LLC	Typical 70	1,191	17	39
Vector Wealth Management	Typical 71	849	12	19
Family Investment Center	Typical 73	873	12	20
FEFA Financial	Typical 73	1,679	23	27
Vista Investment Partners LLC	High 75	452	6	9
WealthPlan Investment Management LLC	High 77	2,068	27	34
Cookson Peirce Wealth Management	High 77	1,544	20	29
Midwest Financial Group LLC	High 78	931	12	12
Nikulski Financial, Inc.	High 78	468	6	10
Merkle Retirement Planning	High 78	1,015	13	30
Century Management Financial Advisors	High 79	707	9	16
Waterfront Wealth Inc.	High 79	792	10	14
Mason & Associates, Inc.	High 80	637	8	8
Element Squared Private Wealth	High 80	478	6	7
Golden Reserve Retirement, LLC	High 80	2,008	25	45
Bellwether Wealth	High 80	482	6	12
TCFG Investment Advisors, LLC	High 80	2,334	29	29
Vantage Point Wealth Management	High 81	1,219	15	15
RIA Advisory Group, LLC	High 82	1,968	24	25
Boldin Advisors	High 82	821	10	15
BCG Securities, inc.	High 82	2,060	25	55
Elderado Financial, Inc.	High 83	413	5	5
TFB Advisors, LLC	High 83	1,326	16	23
Wellesley Asset Management, Inc.	High 83	1,246	15	30
Oath Planning, LLC	High 84	502	6	8
Birchwood Financial Partners, Inc.	High 84	759	9	15
Quad-Cities Investment Group, LLC	High 85	593	7	8
Romano Brothers And Company	High 85	934	11	16
Phillips and Company Advisors LLC	High 85	1,110	13	19
Stack Financial Management Inc	High 87	779	9	14
Marks Group Wealth Management, Inc.	High 87	782	9	14
Aegis Wealth Management, Inc.	High 87	2,350	27	27
Bradford Financial Center	High 87	699	8	26
Tradition Wealth Management LLC	High 88	2,107	24	32
ELE Advisory Services, Inc	High 88	1,143	13	13
RDA Financial network	High 89	1,514	17	17
FSB Premier Wealth Management, Inc.	High 89	894	10	12
Compass Financial Advisors LLC	High 91	634	7	9
Guidestone Advisors	High 91	2,087	23	34
Plan A Wealth, LLC	High 91	637	7	13
PR Wealth Management Group	High 91	456	5	5
Bay Colony Advisors	High 91	2,650	29	36
Windsor Capital Management, LLC	High 92	458	5	8
Convergence Financial	High 92	2,665	29	29
Cahill Financial Advisors, Inc.	High 92	1,109	12	22
Prairie Wealth Advisors, Inc.	High 93	370	4	7
BlueStem Wealth Partners, LLC	High 93	1,679	18	34
Mack Investment Securities, Inc.	High 94	661	7	8
RIA Advisors	High 95	1,235	13	16
Basepoint Wealth, LLC	High 96	1,242	13	24
Elevated Financial Group	High 99	690	7	13
3Edge Asset Management, LP	High 99	1,489	15	24
Armstrong Advisory Group Inc.	High 99	1,489	15	22
Heritage Investment Group, Inc.	High 99	894	9	21
ALTA Capital Management LLC	High 99	1,193	12	19
The Planning Center, Inc.	High 99	895	9	28
Allen Capital Group, LLC	High 100	2,189	22	38
Young Richard C & Co Ltd	High 100	798	8	14
Capital Investment Services of America Inc	High 100	898	9	9
Creekmur Asset Management, LLC	High 100	1,897	19	36
Pine Grove Financial Group	High 100	1,404	14	24
Shufro, Rose & CO., LLC	High 101	1,207	12	27
PCG Wealth Management	High 101	1,819	18	24
Trinity Strategic Wealth	High 102	1,735	17	27
Inspirion Wealth Advisors, LLC	High 102	920	9	12
Fortis Group Advisors LLC	High 103	2,566	25	29
AdviceOne Advisory Services, LLC	High 104	1,449	14	56
SLP Wealth	High 104	1,657	16	23
SyntheticFi LLC	High 104	624	6	10
Northwest Wealth Management, LLC	High 104	2,085	20	26
WealthPLAN Partners	High 105	1,677	16	56
Rosemeyer Management Group	High 105	1,154	11	23
Wealthspan Partners, LLC	High 105	526	5	6
Bill Few Associates, Inc.	High 106	2,954	28	31
Cozad Asset Management Inc	High 106	2,116	20	29
Rossby Financial, LLC	High 106	2,542	24	24
Fourthought Financial Partners, LLC.	High 108	970	9	20
Compak Asset Management	High 108	1,734	16	20
Markowski Investments	Very High 112	1,227	11	11
Everstar Asset Management, LLC	Very High 112	1,116	10	13
Bridgeport Financial Solutions	Very High 112	895	8	9
Capital Advisor Network	Very High 113	900	8	18
Navellier & Associates Inc	Very High 113	1,238	11	21
MSH Capital Advisors LLC	Very High 113	2,257	20	35
Lone Peak Advisers	Very High 113	905	8	8
Terra Wealth	Very High 114	572	5	13
Star Capital Inc.	Very High 116	697	6	6
Sequoia Wealth Management, LLC	Very High 117	1,640	14	16
CapWealth Advisors, LLC	Very High 117	1,407	12	19
Quad City Investment Center	Very High 118	708	6	8
Wealthcare Capital Partners, LLC	Very High 118	708	6	14
Stenger Family Office, LLC	Very High 119	833	7	10
Caliber Wealth Management, LLC	Very High 119	1,668	14	24
Discipline Wealth Solutions, Inc.	Very High 120	1,919	16	18
United Advisors America	Very High 122	2,809	23	28
AMI Asset Management Corp	Very High 124	1,113	9	13
Schamberger, Greylak & Utterback Wealth Management, LLC	Very High 124	622	5	7
ISC Financial Advisors	Very High 126	1,262	10	17
WBI Investments, LLC	Very High 127	759	6	13
Beacon Capital, LLC	Very High 127	633	5	5
Berthel, Fisher & Company Financial Services, Inc.	Very High 128	3,323	26	100
Alternative Investment Advisors, LLC	Very High 129	1,418	11	15
Accel Wealth Management	Very High 129	1,290	10	19
360 Financial	Very High 131	1,177	9	15
Beacon Financial Group	Very High 132	1,052	8	18
Driven Investments LLC	Very High 132	1,192	9	9
Werba Rubin Papier Wealth Management, LLC	Very High 134	670	5	18
Atwood Financial Planning LLC	Very High 134	939	7	7
Values First Advisors, Inc.	Very High 138	967	7	12
Sutterfield Financial Group, Inc.	Very High 141	989	7	32
Matheson & Rock Wealth Management, LLC	Very High 142	425	3	3
Maple Capital Management, Inc.	Very High 142	1,563	11	27
Iwealth	Very High 143	714	5	14
Strategic Wealth Group	Very High 147	3,524	24	24
Keystone Financial Services, LLC	Very High 147	1,028	7	11
Deltec Asset Management LLC	Very High 148	148	1	15
Westchester Capital Management Inc	Very High 148	445	3	7
Everest Financial Group	Very High 149	1,940	13	13
Financial Partners Group, Inc.	Very High 152	1,213	8	9
Matrix Asset Advisors Inc	Very High 152	607	4	12
Wisdom Financial Services, L.L.C.	Very High 152	1,518	10	14
SMI Advisory Services, LLC	Very High 154	1,080	7	7
McLaughlin Ryder Investments, Inc.	Very High 155	465	3	3
IAG Wealth Partners, LLC	Very High 156	2,339	15	15
Equity Wealth Partners, LLC	Very High 157	939	6	8
Triumph Capital Management	Very High 157	2,193	14	18
Sandhill Investment Management	Very High 157	2,044	13	22
USAdvisors Wealth Management, LLC	Very High 158	1,901	12	15
Woodley Farra	Very High 159	1,591	10	14
Advisors Management Group Inc	Very High 159	1,912	12	17
Zoe Financial, Inc.	Very High 161	1,608	10	45
Motley Fool Wealth Management, LLC	Very High 161	2,099	13	39
Weitzel Financial Services, Inc.	Very High 162	1,134	7	7
Carter Financial Group, Inc.	Very High 165	826	5	9
New Harbor Financial Group, LLC	Very High 168	1,010	6	9
Big Sioux Wealth Management	Very High 169	843	5	7
Nectarine	Very High 169	3,210	19	32
Retirable	Very High 170	2,210	13	23
GuideStream Financial, Inc.	Very High 171	854	5	9
CPS Investment Advisors	Very High 173	3,107	18	60
James T. Borello & Co.	Very High 175	700	4	4
Syntegra Private Wealth Group LLC	Very High 176	2,112	12	20
Scarborough Capital Management	Very High 178	2,664	15	23
Legacy Financial Group	Very High 181	1,450	8	18
Compass Financial Services	Very High 184	1,105	6	12
210 Financial	Very High 187	936	5	16
Arkfeld Wealth Strategies, L.L.C.	Very High 187	937	5	8
Strategic Wealth Partners, Ltd.	Very High 192	3,646	19	24
Bruni J V & Co	Very High 193	386	2	5
Adk Wealth Advisory Group	Very High 199	1,195	6	14
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
Cullinan Associates, Inc.	Very High 200	599	3	17
Hahn Financial Group	Very High 205	1,846	9	16
Five Talents Financial Management Group LLC	Very High 208	1,039	5	5
Vestia Personal Wealth Advisors	Very High 209	3,970	19	31
North Star Investment Management Corporation	Very High 211	2,536	12	26
MBE Wealth Management, LLC	Very High 211	2,536	12	18
Benjamin F. Edwards Wealth Management, LLC	Very High 220	1,099	5	12
SEM Wealth Management	Very High 220	1,980	9	11
Nelson Securities,Inc.	Very High 224	2,016	9	15
WestEnd Advisors, LLC	Very High 225	4,050	18	29
Traynor Capital Management	Very High 227	1,590	7	12
M Financial Asset Management, Inc.	Very High 249	995	4	5
The Life Group Financial Services	Very High 252	1,258	5	5
Parady Wealth Management	Very High 252	1,261	5	19
Diligent Investors, LLC	Very High 254	761	3	3
Oasis Advisors	Very High 277	4,987	18	26
Valtinson Bruner Financial Planning	Very High 284	1,985	7	11
Dynamic Financial Group	Very High 287	862	3	3
COMPREHENSIVE CAPITAL MANAGEMENT, Inc.	Very High 292	2,334	8	11
FREC	Very High 298	1,789	6	7
Lincoln Capital, LLC	Very High 303	1,210	4	9
Forge Financial	Very High 312	4,674	15	15
Origin Investment Advisory LLC	Very High 316	7,591	24	41
Global Assets Advisory, LLC	Very High 322	2,572	8	29
Q3 Asset Management Corporation	Very High 348	2,780	8	12
McMill CPA and Advisors	Very High 348	5,574	16	50
Nest Egg	Very High 352	2,819	8	14
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
Compass Financial Group, INC	Very High 382	2,675	7	13
Alexander Labrurerie & Co., Inc.	Very High 395	1,184	3	6
Axos Invest, Inc	Very High 453	6,792	15	15
Vantage Financial partners, LLC	Very High 466	1,865	4	26
Miller Tabak Asset Management	Very High 468	936	2	9
Professional Financial Advisors, LLC	Very High 473	3,314	7	12
Catalyst Wealth Management LLC	Very High 477	9,549	20	22
Absolute Capital Management, LLC	Very High 554	1,663	3	11
Uniplan Investment Counsel, Inc.	Very High 572	1,715	3	11
Minneapolis Portfolio Management Group, LLC	Very High 577	1,732	3	9
Jazz Wealth Managers, Inc.	Very High 636	3,182	5	9
Talon LLC	Very High 640	1,921	3	22
Public Advisors LLC	Very High 646	4,521	7	44
Atlas Capital Management Corp	Very High 652	3,261	5	9
Estabrook Capital Management LLC	Very High 697	697	1	10
Retirement Management Systems	Very High 758	3,032	4	11
R.T. Jones Capital Equities Management Inc.	Very High 773	4,636	6	7
Washington Crossing Advisors LLC	Very High 788	3,152	4	10
Cary Street Partners Asset Management	Very High 902	1,804	2	49
Tom Johnson Investment Management, LLC	Very High 906	5,437	6	11

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