Investment adviser firms in CEDAR RAPIDS, Iowa
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
11 firms · Source months shown: August 2026
- AEGON USA INVESTMENT MANAGEMENT, LLCCRD 114537 · CEDAR RAPIDS, IA$88,799,180,145.00Regulatory AUM · August 2026
- AEGON USA REALTY ADVISORS, LLCCRD 286438 · CEDAR RAPIDS, IA$394,495,673.00Regulatory AUM · August 2026
- BASEPOINT WEALTH, LLCCRD 289538 · CEDAR RAPIDS, IA$883,834,872.00Regulatory AUM · August 2026
- BEACON CAPITAL, LLCCRD 286316 · CEDAR RAPIDS, IA$278,297,015.00Regulatory AUM · August 2026
- BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.CRD 13609 · CEDAR RAPIDS, IA$906,439,489.00Regulatory AUM · August 2026
- BFC PLANNING, INC.CRD 119682 · CEDAR RAPIDS, IA$3,841,196,599.00Regulatory AUM · August 2026
- BRIDGEWAY WEALTH MANAGEMENT, LLCCRD 326547 · CEDAR RAPIDS, IA$164,608,704.00Regulatory AUM · August 2026
- CEDAR POINT CAPITAL PARTNERS, LLCCRD 317532 · CEDAR RAPIDS, IA$248,116,441.00Regulatory AUM · August 2026
- NATIONS FINANCIAL GROUP, INC.CRD 44181 · CEDAR RAPIDS, IA$4,771,466,316.00Regulatory AUM · August 2026
- STONEFIELD INVESTMENT ADVISORY, INC.CRD 113802 · CEDAR RAPIDS, IA$120,250,000.00Regulatory AUM · August 2026
- TRANSAMERICA RETIREMENT ADVISORS, LLCCRD 107319 · CEDAR RAPIDS, IA$18,827,476,086.00Regulatory AUM · August 2026