Financial Resource Advisors
“I really enjoy the entire team at FRA and feel comfortable with my decision to have them manage my assets.”
Best Financial Advisors in Waterloo, IA
15 firms listed · 11 in Waterloo · 9 rated 4.5+ · 1 shows a license
Data verified October 19, 2026
Creative Planning
“Scott is always great to work with and always solves my problems in a timely manner, therefore able to get back to work!”
Mc Laughlin Investment Services
“Professional and knowledgeable regarding investing and financial planning.”
Monat Wealth Management
“From the second you walk in the door, you know you are in good hands!”
Lee Wealth Management
“I have been with Lee Wealth management since the 90's and they have helped me immensely!”
Iowa Securities Investment
The 15 firms listed for Waterloo, 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: Waterloo, IA
Of the 15 firms we list here, 11 are in Waterloo itself and 4 come from Cedar Falls (5 mi). 9 of the firms on this page have a rating, from 4.6 to 5.0 across 122 reviews; 1 has 50 or more reviews. 1 shows a license on its website and 2 have a BBB rating of A or A+. 13 have ten or more years of experience, the longest 48 years. 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page; 11 list a public email and 1 takes 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 Waterloo listed here?
11 of the 15 firms are located in Waterloo. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
FSB Premier Wealth Management
Financial Decisions Group
Eslick Financial Group
Keystone Wealth Management
Net Worth Advisors
Financial Architects - Randy Kraayenbrink & Ryan Kriener
“Randy and Ryan not only provide great financial advise and direction but they care about you as a person as well.”
Dunlop Financial
Cedar Valley Wealth Advisors
Bergankdv
Why these companies made our list
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