Investment advisers in Urbandale, IA
6 SEC-registered firms with a main office here.
Form ADV data as of 2026-11-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Integrity Alliance, LLC | $5.41 billion | 400 | 9 |
| Foster Group, Inc. | $4.78 billion | 93 | 0 |
| Independent Wealth Network, Inc. | $518.4 million | 37 | 0 |
| Mokosak Advisory Group, LLC | $413.9 million | 4 | 0 |
| Wilon Wealth Management | $264.1 million | 8 | 0 |
| Ao Wealth Advisory | $213.2 million | 7 | 0 |