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Largest SEC-Registered Investment Advisors (RIAs) in Iowa

Largest SEC-Registered Investment Advisors (RIAs) in Iowa

As of July 2024, per latest ADV filings

1. PRINCIPAL ASSET MANAGEMENT

Assets Under Management: $377,222,976,882

Client Accounts:  6,824

2. PRINCIPAL REAL ESTATE

Assets Under Management: $93,913,367,327

Client Accounts:  643

3. AEGON ASSET MANAGEMENT US

Assets Under Management: $88,549,358,554

Client Accounts:  213

4. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Assets Under Management: $87,368,733,496

Client Accounts:  448,526

5. TRANSAMERICA RETIREMENT ADVISORS, LLC

Assets Under Management: $12,680,043,622

Client Accounts:  160,403

6. PRINCIPAL SECURITIES, INC.

Assets Under Management: $12,105,712,948

Client Accounts:  54,844

7. SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC

Assets Under Management: $11,358,738,764

Client Accounts:  8

8. AVANTAX PLANNING PARTNERS, INC.

Assets Under Management: $6,377,152,299

Client Accounts:  12,286

9. BTC CAPITAL MANAGEMENT

Assets Under Management: $3,836,918,843

Client Accounts:  2,543

10. NATIONS FINANCIAL GROUP, INC.

Assets Under Management: $3,398,671,718

Client Accounts:  9,857

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