Financial Planners in Iowa: Ranked Lists by City (2026)
28 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →
We rank financial planners in 28 Iowa cities, 1,231 city rankings in all. The largest lists are Council Bluffs (92), Ankeny (77) and Johnston (76).
Financial planners by city in Iowa
Every Iowa city with a ranked list of financial planners, largest first. Each list ranks firms within 25 mi of the city.
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.
Highest RFA Scores among Iowa financial planners
Each score is computed within its own city list, so use the city pages to compare businesses. Shown for orientation, not as a state ranking.
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.
| # | Firm | RFA Score | City list | Google rating |
|---|---|---|---|---|
| 1 | Full Swing Financial Planning | 79 | #1 in Fort Dodge | 5.0★ (82) |
| 2 | Josh Jackson - COUNTRY Financial Representative | 78 | #1 in Bettendorf | 5.0★ (66) |
| 3 | Tax Doctor | 78 | #1 in Des Moines | 4.8★ (297) |
| 4 | Basepoint Wealth, LLC | 78 | #1 in Cedar Rapids | 5.0★ (104) |
| 5 | Carson Wealth | 78 | #2 in Cedar Rapids | 5.0★ (101) |
| 6 | Veridian Credit Union | 77 | #3 in Cedar Rapids | 4.6★ (168) |
| 7 | Veridian Credit Union | 76 | #1 in Waterloo | 4.5★ (235) |
| 8 | Noble Birch Wealth Management | 76 | #2 in Davenport | 4.9★ (27) |
| 9 | Chuy Rivas - COUNTRY Financial Representative | 75 | #2 in Fort Dodge | 4.9★ (33) |
| 10 | Joe Leto - COUNTRY Financial Representative | 75 | #1 in Ames | 5.0★ (21) |