Best Financial Advisors in Iowa City, IA

24 firms listed · 7 in Iowa City · 1 open 24/7 · 1 open weekends · 13 rated 4.5+

Data verified October 16, 2026

Midwestern Financial Group

Midwestern Financial Group

(10)
  • Future
  • Savings
  • Investor
“I feel that I have a solid understanding of markets, but I feel that utilizing Joe's superior knowledge benefits my retirement accounts as he acts as a litmus test providing more comprehensive analytics of stocks than I could ever achieve.”
In Business Since 2010
103 E College St #210, Iowa City, IA
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Terry Lockridge & Dunn

Terry Lockridge & Dunn

In Business Since 1982
2225 Mormon Trek Blvd, Iowa City, IA
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Payee Services and Solutions

Payee Services and Solutions

In Business Since 2016
407 Hwy 1 W, Iowa City, IA
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Midamerica Securities Management Co

Midamerica Securities Management Co

In Business Since 2013
Offers Financing Options
Accepts All Major Credit Cards
404 E College St Suite 406, Iowa City, IA
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Hawkeye Brokerage Center

Hawkeye Brokerage Center

In Business Since 1990
Accepts All Major Credit Cards
2010 Keokuk St, Iowa City, IA
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Partner Wealth

Partner Wealth

In Business Since 2008
1306 1/2 Melrose Ave, Iowa City, IA
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The 24 firms listed for Iowa City, IA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Iowa City, IA

Of the 24 firms we list here, 7 are in Iowa City itself and 17 come from towns including Cedar Rapids (5, 23 mi), Coralville (4, 4 mi) and North Liberty (3, 8 mi). 15 of the firms on this page have a rating, from 4.0 to 5.0 across 156 reviews; 13 are rated 4.5 or higher. 1 is open around the clock and 1 is open on weekends. The services the firms on this page list most often on their websites are financial planning (3), our firm (3), bookkeeping (2), financial statements (2) and investment management (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers urgent consultations; 2 offer payment plans and 1 offers a free initial consultation. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 20 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Iowa City listed here?

7 of the 24 firms are located in Iowa City. The others come from other towns within 30 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

United Iowa Financial

United Iowa Financial

In Business Since 2017
2346 Mormon Trek Blvd Suite 1000, Iowa City, IA
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CBI Investment Services

CBI Investment Services

In Business Since 2015
Muscatine, IA · 30 mi from Iowa City
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A Plus Accounting and Tax

A Plus Accounting and Tax

(23)
  • Questions
  • Accountants
  • Team
“Their guide makes it easy to organize and think through all the little things to be prepared and feel confident that everything is correct and noting was missed.”
In Business Since 2003
North Liberty, IA · 8 mi from Iowa City
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Carrie Houchins-Witt Tax and Financial Services

Carrie Houchins-Witt Tax and Financial Services

(10)
“Despite us filing untimely and messy, they made it ezpz and took the stress out of everything (except paying what we owe LOL) so that we could focus more on helping customers.”
In Business Since 2019
Transparent Fees & Pricing
Coralville, IA · 4 mi from Iowa City
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Tryon Investments

Tryon Investments

(9)
  • Team
“After the bad experiences in the past, my wife and I are not very trusting when it comes to people managing our money, but we completely trust Mike and his team at Tryon Investments.”
In Business Since 2011
Free Initial Consultation
North Liberty, IA · 8 mi from Iowa City
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Storybook Financial

Storybook Financial

(2)
  • Life
  • Financial Advisor
“We were so focused on paying off debt, but Kade brought many things to light that we didn't think about, listened to our goals and concerns, helped us to pay for the adoption of our girl, and is always available.”
In Business Since 2019
Remote Consultations Available
Emergency Services
3 mi from Iowa City
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Pira Wealth Management

Pira Wealth Management

(6)
  • Market
“He was great at meeting me where I'm at with my money situation and helping to get me on track for long-term wealth-building and stability.”
In Business Since 2020
Coralville, IA · 4 mi from Iowa City
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Business & Financial Strategies

Business & Financial Strategies

(1)
“They have been thorough in understanding our goals and helping us to know how to reach them!”
In Business Since 2020
Coralville, IA · 4 mi from Iowa City
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Millcreek Financial Services

Millcreek Financial Services

In Business Since 2019
Offers Financing Options
Solon, IA · 11 mi from Iowa City
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Hylland Capital Management

Hylland Capital Management

In Business Since 2018
North Liberty, IA · 8 mi from Iowa City
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HJR Financial Group

HJR Financial Group

In Business Since 2011
Accepts All Major Credit Cards
Coralville, IA · 4 mi from Iowa City
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Financial Concepts

Financial Concepts

In Business Since 2008
Kalona, IA · 15 mi from Iowa City
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Selk Dawson Financial Services

Selk Dawson Financial Services

(8)
  • Tax
“We have been tax clients for over thirty years and financial clients for over fifteen years and wouldn't think of going anywhere else.”
In Business Since 1973
Accepts All Major Credit Cards
BBB Rating: A+
Cedar Rapids, IA · 23 mi from Iowa City
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Flying Eagle Financial

Flying Eagle Financial

(10)
  • Company
“I have not “jumped in” yet but definitely want to keep in contact as I could see meeting up again to do some business together.”
In Business Since 2013
Licensed
Hiawatha, IA · 25 mi from Iowa City
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Tyler Smiarowski, CFP ,cpa

Tyler Smiarowski, CFP ,cpa

(4)
“His customer service skills and ability to explain options in terms I can understand are fantastic.”
In Business Since 2019
Cedar Rapids, IA · 23 mi from Iowa City
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Financial Resources Group

Financial Resources Group

(1)
“No pressure, all about your needs, rather being aggressive, moderate or conservative investments.”
In Business Since 2012
Cedar Rapids, IA · 23 mi from Iowa City
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Stonefield Investment Advisory: Jon Werner

Stonefield Investment Advisory: Jon Werner

In Business Since 2010
BBB Rating: A+
Cedar Rapids, IA · 23 mi from Iowa City
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Financial Specialists

Financial Specialists

(3)
“Understanding how to earn money is as important as understanding how to grow wealth long term as well.”
In Business Since 2004
Cedar Rapids, IA · 23 mi from Iowa City
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Why these companies made our list

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