Investment advisers in Cedar Rapids, IA
11 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Aegon Asset Management US | $88.80 billion | 217 | 4 |
| Transamerica Retirement Advisors, LLC | $18.83 billion | 398 | 5 |
| Nations Financial Group, Inc. | $4.77 billion | 94 | 0 |
| Bfc Planning, Inc. | $3.84 billion | 200 | 1 |
| Berthel Fisher & Company Financial Services, Inc. | $906.4 million | 100 | 8 |
| Basepoint Wealth, LLC | $883.8 million | 24 | 0 |
| Aegon Real Assets US | $394.5 million | 178 | 0 |
| Beacon Capital, LLC | $278.3 million | 5 | 7 |
| Cedar Point Capital Partners, LLC | $248.1 million | 7 | 0 |
| Bridgeway Wealth Management, LLC | $164.6 million | 2 | 0 |
| Stonefield Investment Advisory, Inc. | $120.2 million | 2 | 0 |