How many financial advisors are in Cedar Falls, Iowa?

Falists lists 6 registered investment advisers with a principal office or filing address in Cedar Falls, Iowa, based on public SEC IAPD data.

How do financial advisors in Cedar Falls charge fees?

Fee structures vary by firm. In Cedar Falls, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Cedar Falls?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Iowa · 6 advisers

Financial Advisors in Cedar Falls, Iowa

Looking for a financial advisor in Cedar Falls, Iowa? Falists indexes 6 SEC-registered and state-registered investment advisers in Cedar Falls — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $539.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$539.6M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning5 Trusts3 Retirement1 Institutional1

Top advisors in Cedar Falls

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

DYNAMIC FINANCIAL GROUP

Cedar Falls, IA

AUM

$539.6M

Wealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

—

Fees

Percentage of AUM

319-277-2727

Full profile Visit site →

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Common questions

How many financial advisors are in Cedar Falls, Iowa?: 6 registered investment advisers are listed in our Cedar Falls directory, sourced from public SEC filings.
What types of advisors are in Cedar Falls?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Cedar Falls?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.