NewRiaPulse: records in Iowa
7 newRiaPulse: records in Iowa are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-30 to 2026-09-01; the most frequent is Visionx Wealth Partners with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
7 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-30 to 2026-09-01. Most frequent: Visionx Wealth Partners (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- Visionx Wealth Partners (1)
- Bsc Capital Partners, LLC (1)
- Van Diest Capital (1)
- Lane Family Wealth Management (1)
- Keystone Wealth Management (1)
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What are the top newRiaPulse: records in Iowa right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Visionx Wealth Partners | $110,238,956 | 451 | Fort Dodge |
| Bsc Capital Partners, LLC | $125,816,727 | 728 | West Des Moines |
| Van Diest Capital | $144,104,427 | 985 | Polk City |
| Lane Family Wealth Management | $142,735,811 | 205 | North Liberty |
| Keystone Wealth Management | $137,388,022 | 533 | Waterloo |
| RIA Group, LLC | Des Moines | ||
| Stackstone Wealth, LLC | Dubuque |
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Frequently asked questions
How many newRiaPulse: records in Iowa are listed?
7 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-09-01.
Can I get alerts for Iowa?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records