Top Financial Advisors in Cedar Rapids, Iowa
Finding the right financial advisor in Cedar Rapids is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Cedar Rapids, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Cedar Rapids, IA.
Find the Best Financial Advisor Firms in Cedar Rapids:
NATIONS FINANCIAL GROUP, INC.
CRD#: 44181
Address: 3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411
Clients: 4,324
In Business for: 28 Years
Average Clients per Advisor: 49
AUM: $ 3.9B
Disclosures: 2
BFC PLANNING, INC.
CRD#: 119682
Address: 4201 42nd Street Ne Suite 100, Cedar Rapids, IA 52402
Clients: 6,515
Average Clients per Advisor: 32
AUM: $ 2.0B
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
CRD#: 13609
Address: 4201 42nd Street Ne Suite 100, Cedar Rapids, IA 52402
Clients: 2,848
In Business for: 51 Years
Average Clients per Advisor: 28
AUM: $ 798M
Disclosures: 43
BASEPOINT WEALTH, LLC
CRD#: 289538
Address: 4144 Golf Street Ne, Cedar Rapids, IA 52402
Clients: 981
Average Clients per Advisor: 81
AUM: $ 776M
CEDAR POINT CAPITAL PARTNERS, LLC
CRD#: 317532
Address: 329 12th Ave Se Suite 106, Cedar Rapids, IA 52401
Clients: 335
Average Clients per Advisor: 67
AUM: $ 201M
BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD#: 326547
Address: 1909 51st Street Ne, Cedar Rapids, IA 52402
Clients: 132
Average Clients per Advisor: 66
AUM: $ 151M
How We Chose the Top Financial Advisors in Cedar Rapids, Iowa
To create this list of top financial advisor firms in Cedar Rapids, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Cedar Rapids has to offer.
Search Financial Advisors in Cedar Rapids, Iowa
Christopher John Harris
Robert Ray Milbrath
Bradley Lee Baldes
Christopher David Leyden
Janet Ruth Beal
Nathan Wakefield Fisher
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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