Investment advisers in Dubuque, IA
6 SEC-registered firms with a main office here.
Form ADV data as of 2026-11-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Avantax Planning Partners, Inc. | $7.57 billion | 261 | 1 |
| Steele Capital Management, Inc. | $3.55 billion | 15 | 0 |
| Stackstone Wealth, LLC | $1.49 billion | 27 | 0 |
| Friday Financial | $409.3 million | 9 | 0 |
| Weitzel Financial Services, Inc. | $327.8 million | 4 | 0 |
| The Life Group Financial Services | $146.2 million | 4 | 0 |