Home
Financial Advisor
Iowa
Dubuque
Compare 3 financial advisors near you matched to your specific needs

Personalized Advice For Portfolio Size of 100k And Above

Tell Us Your Financial Goals
Compare Advisors
Select the Advisor That is Right For You
FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Find Top Financial Advisors in Dubuque, Iowa

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Dubuque, Iowa, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Dubuque, Iowa

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Dubuque, Iowa

VETTED
Financial Advisor
Edelman Financial Engines, LLC2501 West Beltline HighwayMadison, WI 53713
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Are you a Financial Advisor in Dubuque, Iowa?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Information on Qualified Financial Advisors in Dubuque, Iowa

Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Firm CRD# 104510
Compensation/Fee
Fee-Only, Based on Assets
Office Location
2501 West Beltline Highway,Suite 405,Madison,WI 53713
Phone Number
877-208-7414

WiserAdvisor Reviews

Trustpilot

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

I Want to Take Charge.

Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

Your Information is Safe and Secure
Firm Name
PRINCIPAL ASSET MANAGEMENTDes Moines, IA
No. of Advisors1955
AUM$377,222,976,882
No. of Clients6824
Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (CHARGE ON A COST ALLOCATION BASIS TO PRINCIPAL LIFE)
Firm Name
PRINCIPAL REAL ESTATEDes Moines, IA
No. of Advisors645
AUM$93,913,367,327
No. of Clients643
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
AEGON ASSET MANAGEMENT USCedar Rapids, IA
No. of Advisors258
AUM$88,549,358,554
No. of Clients213
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
TRANSAMERICA RETIREMENT ADVISORS, LLCCedar Rapids, IA
No. of Advisors383
AUM$16,157,423,229
No. of Clients212836
Fee StructureA percentage of AUM, Fixed fees
Firm Name
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLCWest Des Moines, IA
No. of Advisors15
AUM$11,358,738,764
No. of Clients8
Fee StructureA percentage of AUM
Firm Name
AVANTAX PLANNING PARTNERS, INC.Dubuque, IA
No. of Advisors248
AUM$6,377,152,299
No. of Clients12286
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
BTC CAPITAL MANAGEMENTDes Moines, IA
No. of Advisors18
AUM$3,836,918,843
No. of Clients2543
Fee StructureA percentage of AUM, Fixed fees
Firm Name
NATIONS FINANCIAL GROUP, INC.Cedar Rapids, IA
No. of Advisors83
AUM$3,398,671,718
No. of Clients9857
Fee StructureA percentage of AUM, Fixed fees
Firm Name
FOSTER GROUP, INC.West Des Moines, IA
No. of Advisors81
AUM$3,238,513,168
No. of Clients4626
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
STEELE CAPITAL MANAGEMENT, INC.Dubuque, IA
No. of Advisors14
AUM$2,692,631,181
No. of Clients4060
Fee StructureA percentage of AUM
Firm Name
INVESTMENT CONSULTING GROUP INCDavenport, IA
No. of Advisors2
AUM$2,378,969,762
No. of Clients491
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
AEGON REAL ASSETS USCedar Rapids, IA
No. of Advisors170
AUM$1,898,014,176
No. of Clients33
Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (REFER TO SCHEDULE D MISC)
Firm Name
BFC PLANNING, INC.Cedar Rapids, IA
No. of Advisors200
AUM$1,839,208,077
No. of Clients8749
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEE)
Firm Name
GILBERT & COOK, INC.West Des Moines, IA
No. of Advisors32
AUM$1,197,704,959
No. of Clients3219
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
ACCEL WEALTH MANAGEMENTWaverly, IA
No. of Advisors20
AUM$973,955,257
No. of Clients2570
Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Frequently Asked Questions

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.