Iowa · 3 advisers
Financial Advisors in Forest City, Iowa
Looking for a financial advisor in Forest City, Iowa? Falists indexes 3 SEC-registered and state-registered investment advisers in Forest City — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $277.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$277.7M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Forest City
Ranked by AUM · Fees, team & specialties at a glance
OASIS ADVISORS
Forest City, IA
AUM
$277.7M
Team
22 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
641-251-6001
GREENSTONE WEALTH MANAGEMENT
Forest City, IA
AUM
$43.6M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(641)585-4000
ALPHABIT INVESTMENTS, LLC
Forest City, IA
AUM
$7.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES
641-255-0881
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Common questions
- How many financial advisors are in Forest City, Iowa?
- 3 registered investment advisers are listed in our Forest City directory, sourced from public SEC filings.
- What types of advisors are in Forest City?
- 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 Forest City?
- 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.