Investment adviser firms in DAVENPORT, Iowa
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
6 firms · Source months shown: August 2026
- AOT INVEST LLCCRD 319016 · DAVENPORT, IA$93,870,000.00Regulatory AUM · August 2026
- AUSDAL FINANCIAL PARTNERS, INC.CRD 7995 · DAVENPORT, IA$3,733,313,940.00Regulatory AUM · August 2026
- INVESTMENT CONSULTING GROUP INCCRD 106967 · DAVENPORT, IA$2,840,654,290.00Regulatory AUM · August 2026
- MATHESON & ROCK WEALTH MANAGEMENT, LLCCRD 289603 · DAVENPORT, IA$530,000,000.00Regulatory AUM · August 2026
- QUAD-CITIES INVESTMENT GROUP, LLCCRD 154113 · DAVENPORT, IA$425,502,001.00Regulatory AUM · August 2026
- WEALTHSPAN PARTNERS, LLCCRD 297712 · DAVENPORT, IA$451,119,416.00Regulatory AUM · August 2026