Company lists · Data refreshed September 2026

Top 14 Financial planning services based in Cedar Rapids, United States

Name: Financial planning services based in Cedar Rapids, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 26 companies tracked

RevenueBase identified 26 company matches for financial planning services associated with Cedar Rapids, United States as of September 2026 and tracks 2,137 professional contacts across them, including 381 with verified work emails. Across the United States, New York is the largest hub for this category (393 companies); Cedar Rapids has 26.

This list covers company matches for financial planning services associated with Cedar Rapids, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

26Companies

2,137Contacts tracked

381Verified emails

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The 14 largest financial planning services based in Cedar Rapids, United States

Ranked by team size

Top 14 of 26 company matches for financial planning services based in Cedar Rapids, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Truenorth Companies, L.C	Exact match	Cedar Rapids, IA, United StatesHQ recorded Sep 20, 2026	201-500	411 contacts →
	Exact match “TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Berthel Fisher Companies	Exact match	Cedar Rapids, IA, United StatesHQ recorded Sep 20, 2026	51-200	61 contacts →
	Exact match “Since the day we opened our doors in Cedar Rapids, Iowa, in 1985, our Financial Professionals have been our top priority.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Private Wealth Asset Management	Exact match	Cedar Rapids, IA, United StatesHQ recorded Sep 20, 2026	11-50	41 contacts →
	Exact match “Private Wealth Asset Management is an independent financial advisory firm offering private wealth management services to high-net-worth individuals, families and institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Strategic Financial Solutions	Exact match	Cedar Rapids, IA, United StatesHQ recorded Sep 20, 2026	11-50	27 contacts →
	Exact match “Who is Strategic Financial Solutions, LLC?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Bghn Associates, P.C	Exact match	Cedar Rapids, IA, United StatesHQ recorded Sep 20, 2026	11-50	19 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Premier Investments & Wealth Management	Exact match	Cedar Rapids, IA, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “For over 30 years, Premier Investments & Wealth Management has been helping our clients pursue their financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Cedar Point Capital Partners	Exact match	Cedar Rapids, IA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Whether just starting out or preparing for retirement, our experienced team is ready to meet your financial needs at any stage of life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Your Vision Financial Group	Exact match	Cedar Rapids, IA, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “Your Vision Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Apex Financial Group	Exact match	Cedar Rapids, IA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “We are an independent financial services firm whose fee-based advisors focus on retirement rollovers and retirement income planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Jerry K. ASK Investment Services	Exact match	Cedar Rapids, IA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “At Jerry K.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Bridgeway Wealth Management, LLC	Exact match	Cedar Rapids, IA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Financial and Investment Planning Firm specializing in Retirement Income Planning and Preserving Generational Wealth based in Cedar Rapids, Iowa.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Bosch Financial INC	Exact match	Cedar Rapids, IA, United StatesHQ recorded Sep 20, 2026	11-50	2 contacts →
	Exact match “The most important work we do is getting to know who you are.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Custom FIT Financial	Exact match	Cedar Rapids, IA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Custom Fit Financial is an independent, advice-only, fee-only fiduciary financial planning firm based in Iowa.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Corridor Consulting Certified Public Accountants	Exact match	Cedar Rapids, IA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Corridor Consulting is a CPA firm based in Iowa serving clients nationwide, uniquely equipped to serve individuals and businesses across all states in the USA.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial planning services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 14 of 26 financial planning services based in Cedar Rapids, United States

See the full list, filter by size, metro and specialty, and access 381 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning services based in Cedar Rapids, United States at a glance

As of Sep 20, 2026

17.8%Verified-email coverage

82.2Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for Cedar Rapids, so it is reported there. Company counts and contact totals on this page are exact for Cedar Rapids, over 26 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Cedar Rapids, United States whose business descriptions match “financial planning services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 381 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Financial planning services by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning services are there based in Cedar Rapids, United States?

RevenueBase identified 26 company matches for financial planning services associated with Cedar Rapids, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Truenorth Companies, L.C tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most financial planning services?

New York leads the United States with 393 company records, followed by Houston (278) and Atlanta (272). Cedar Rapids has 26.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 381 professional contacts with verified work emails tracked across these 26 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.