Adviser Record

Investment advisers in Urbandale, IA

5 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in IA

FirmAssetsEmployeesDisclosures
Integrity Alliance, LLC$5.41 billion4009
Independent Wealth Network, Inc.$518.4 million370
Mokosak Advisory Group, LLC$413.9 million40
Wilon Wealth Management$264.1 million80
Ao Wealth Advisory$213.2 million70