Skip to content

Financial Advisors in Coralville, IA: 2026 rankings

58 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Coralville: Christa Payne - COUNTRY Financial Representative, RFA Score 73/100; 4.9★ from 42 Google reviews.

  2. 6

    Most-reviewed: Veridian Credit Union, 168 Google reviews at 4.6★, the most of 58 ranked; ranked #6.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

58 Coralville financial advisors are ranked here by RFA Score, from eight published factors. 8 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.8★ across 58 rated firms.

Top 10 financial advisors in Coralville at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Coralville at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Christa Payne - COUNTRY Financial Representative734.9★ (42)North Liberty, 6 mi away—Top score
2EDGE Investment Solutions725.0★ (74)Cedar Rapids, 17 mi away——
3Pira Wealth Management725.0★ (18)Coralville——
4Carson Wealth725.0★ (101)Cedar Rapids, 22 mi away——
5Peritia Advisors724.8★ (63)Cedar Rapids, 14 mi away——
6Veridian Credit Union714.6★ (168)Cedar Rapids, 20 mi awaySatMost reviews
7Creative Planning715.0★ (81)Cedar Rapids, 21 mi away——
8Iowa Retirement Benefits & Solutions715.0★ (86)Cedar Rapids, 24 mi away——
9Hills Bank714.4★ (26)North Liberty, 4 mi awaySat—
10Northwestern Mutual714.6★ (14)Coralville——

All 58 financial advisors in Coralville, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  4. #4 Carson Wealth

    Based in Cedar Rapids, 22 mi away

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 101 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 101 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    835 3rd Ave SE, Cedar Rapids, IA 52403
    View profile for Carson Wealth(319) 200-8700

  5. #5 Peritia Advisors

    Based in Cedar Rapids, 14 mi away

    72/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.8★ from 63 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 63 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    1695 Dows St B, Ely, IA 52227
    View profile for Peritia Advisors(319) 841-2010

  6. #6 Veridian Credit Union

    Based in Cedar Rapids, 20 mi away

    71/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.6★ from 168 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 168 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat 8:30 AM–12 PM · Sun closed
    Address
    2810 Edgewood Rd SW, Cedar Rapids, IA 52404
    View profile for Veridian Credit Union(800) 235-3228

  7. #7 Creative Planning

    Based in Cedar Rapids, 21 mi away

    71/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 81 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 81 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    417 1st Ave SE Ste 300, Cedar Rapids, IA 52401
    View profile for Creative Planning(319) 294-8000

  9. #9 Hills Bank

    Based in North Liberty, 4 mi away

    71/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.4★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 26 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    590 W Forevergreen Rd, North Liberty, IA 52317
    View profile for Hills Bank(319) 626-2199

  14. #14 Wealth Advisors Group

    Based in Coralville

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    2771 Oakdale Blvd #4, Coralville, IA 52241
    View profile for Wealth Advisors Group(319) 626-3589

  15. #15 Tryon Investments, LLC

    Based in North Liberty, 5 mi away

    69/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.4★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    745 Community Dr Ste E, North Liberty, IA 52317
    View profile for Tryon Investments, LLC(319) 665-5050

  17. #17 Savant Wealth Management

    Based in Iowa City, 3 mi away

    68/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.4★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 7 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2225 Mormon Trek Blvd Unit 200, Iowa City, IA 52246
    View profile for Savant Wealth Management(319) 339-4884

  18. #18 BMO Bank N.A Branches

    Based in Coralville

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.1★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 3.1★ from 16 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    800 22nd Ave, Coralville, IA 52241
    View profile for BMO Bank N.A Branches(319) 354-6960

  20. #20 Pilot Wealth

    Based in Coralville

    67/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 4 Google reviews
    Address
    2201 E Grantview Dr Ste 200, Coralville, IA 52241
    View profile for Pilot Wealth(319) 887-2000

  21. #21 Financial Integrators

    Based in Coralville

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.4★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 5 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    2229 E Grantview Ln #1, Coralville, IA 52241
    View profile for Financial Integrators(319) 358-7700

  22. #22 TIAA Financial Services

    Based in Coralville

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 2.7★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 2.7★ from 9 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    941 E 2nd Ave Bldg D Suite 201, Coralville, IA 52241
    View profile for TIAA Financial Services(866) 842-2977

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 58 ranked financial advisors here; the rest are on their profiles.

financial advisors in Coralville, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Creative Planning662.7★ (3)In Coralville
27Edward Jones - Financial Advisor: Travis B Whitmore, CFP®|AAMS®664.5★ (4)6 mi
28Edward Jones - Financial Advisor: Peggy Grimmer, CFP®|ChFC®663.7★ (3)3 mi
29Colton White, Advisor - Your Vision Financial Group655.0★ (10)20 mi
30Financial Specialists Inc635.0★ (6)21 mi
31Savant Wealth Management635.0★ (6)21 mi
32APEX Financial Group635.0★ (5)20 mi
33Community Savings Bank633.9★ (11)21 mi
34Strategic Financial Solutions634.1★ (9)21 mi
35Northwestern Mutual634.4★ (7)21 mi
36CLA (CliftonLarsonAllen)635.0★ (5)21 mi
37Area Payee Services633.2★ (38)20 mi
38Eastern Iowa Financial Group625.0★ (6)25 mi
39Premier Investments & Wealth Management624.6★ (5)24 mi
40Bonnie Hahn - COUNTRY Financial Agent624.8★ (5)25 mi
41Cedar Point Capital Partners625.0★ (3)21 mi
42Community Savings Bank623.8★ (8)25 mi
43Your Vision Financial Group624.0★ (3)20 mi
44Guide Wealth Partners625.0★ (3)22 mi
45WealthStone Financial625.0★ (4)24 mi
46Wells Fargo Advisors625.0★ (3)21 mi
47Bosch Financial Inc.615.0★ (4)24 mi
48Safe Money Solutions615.0★ (4)25 mi
49BMO Bank N.A Branches613.2★ (10)25 mi
50Hogan - Hansen, CPAs and Consultants612.8★ (12)23 mi

Also serving Coralville

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Coralville
BusinessGoogle ratingDistance
Adam ReutzelIn Coralville
Aggregate Wealth StrategiesIn Coralville
Brittney Davis - ThriventIn Coralville
Cory D Yearian - Financial AdvisorIn Coralville
Dreyer Financial1.0★ (1)In Coralville
Edward JonesIn Coralville
Edward Jones - Financial Advisor: Jeff Rudolph, CFP®|AAMS®5.0★ (2)In Coralville
Edward Jones - Financial Advisor: Tanner M Kelch, AAMS®5.0★ (1)In Coralville
Edward Jones - Financial Advisor: Wade J Nash, CFP®In Coralville
Kari Kibby - ThriventIn Coralville
Legacy Wealth Management5.0★ (1)In Coralville
Marsh Cook Investment GroupIn Coralville
Meardon Financial ServicesIn Coralville
Mike Margolin- Cetera WealthIn Coralville
Prosperity Planning PartnersIn Coralville
Roozeboom Evans WealthIn Coralville
Storybook Financial5.0★ (2)In Coralville
True Wealth StewardshipIn Coralville
Wells Fargo Advisors4.0★ (1)In Coralville
Wells Fargo Advisors5.0★ (1)In Coralville

How we ranked Coralville financial advisors

We scored 58 Coralville financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Coralville data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Coralville: frequently asked questions

Which financial advisor has the highest RFA Score in Coralville?

By RFA Score, the highest-ranked financial advisor in Coralville, IA is Christa Payne - COUNTRY Financial Representative with an RFA Score of 73/100. It has 4.9★ from 42 Google reviews. EDGE Investment Solutions (#2) and Pira Wealth Management (#3) follow. We ranked 58 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Coralville?

RankedFinancialAdvisors ranks 58 financial advisors serving Coralville, IA. 10 of them are based in Coralville; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Coralville work on weekends?

8 of 58 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Veridian Credit Union (#6), Hills Bank (#9) and BMO Bank N.A Branches (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Coralville financial advisors have?

The median Google rating among 58 rated financial advisors in Coralville is 4.8★, with a median of 7 reviews. Veridian Credit Union has the most, 168 reviews, and ranks #6. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Coralville count in this ranking?

Yes, if they are within 25 mi of the Coralville city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Coralville ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Coralville a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Coralville

  1. November 2026: RFA Scores recalculated for 58 financial advisors serving Coralville.

More financial advisors and Coralville pages