Falists

Iowa · 9 advisers

Financial Advisors in Urbandale, Iowa

Looking for a financial advisor in Urbandale, Iowa? Falists indexes 9 SEC-registered and state-registered investment advisers in Urbandale — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $5.41B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

9

With website

8

Largest AUM

$5.41B

Financial planning

8

Filter by specialty

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

AllWealth8Planning8Trusts8Retirement4Institutional4

Top advisors in Urbandale

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

View all 9 →

3G CAPITAL LLC

Urbandale, IA

AUM

$4.7M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

0

Fees

Percentage of AUM

515-299-0992

Full profileNo website

More cities in Iowa

West Des Moines (26)Des Moines (19)Cedar Rapids (18)Davenport (7)Cedar Falls (6)Dubuque (5)Clive (4)Coralville (4)Waterloo (4)Ankeny (3)Bettendorf (3)Carroll (3)

Common questions

How many financial advisors are in Urbandale, Iowa?
9 registered investment advisers are listed in our Urbandale directory, sourced from public SEC filings.
What types of advisors are in Urbandale?
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 Urbandale?
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.