Best Financial Planners in Ames, Iowa
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Ames
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 1-7 of 7 Financial Planners listings in Ames, IA · page 1 of 1

Score breakdown
- Financial Planner
- Ames, Iowa
- (515) 292-7077
- thrivent.com

Score breakdown
- Financial Planner
- Ames, Iowa
- (515) 233-3152
- clarityassetmanagement.com
Clarity Asset Management, Inc. is a financial planner in Ames, IA, offering personalized wealth and investment management services to high-net-worth individuals, families, and institutions. The firm specializes in private wealth management, family office...

Score breakdown
- Financial Planner
- Ames, Iowa
- (515) 233-0307
- mercer.com
Mercer Advisors - Ames is a financial planner in Ames, IA. The firm holds a 5.00 rating based on 313 reviews. The organization focuses on reshaping retirement and investment outcomes while working to unlock health and well-being. As part of the expanded Marsh...

Score breakdown
- Financial Planner
- Ames, Iowa
- (515) 232-0228
- financialforum.io
LPL Financial/Wealth Management & Investment Services is a financial planner in Ames, IA. The firm provides wealth management and investment services to individuals, families, and businesses. As an independent and privately-owned Registered Investment...

Score breakdown
- Financial Planner
- Ames, Iowa
- (515) 882-2929
- orngardfinancial.com
Charles Orngard Financial Management, LLC is a financial planner in Ames, IA. Serving as a personal CFO, the firm provides specialized services including retirement planning, 401(k) rollovers, estate strategy, and college savings plans. Their expertise covers...

Score breakdown
- Financial Planner
- Ames, Iowa
- (515) 233-7022
- northwesternmutual.com
Northwestern Mutual of Ames: Northwestern Mutual is a Financial Planner in Ames, IA. They offer personalized financial plans, top-rated services, and life insurance to their clients. Their specialties include retirement planning, estate planning, long-term care solutions, and private...

Score breakdown
- Financial Planner
- Ames, Iowa
- (515) 292-1441
- freedomwealthadvisors.com
What the Data Shows for Financial Planners in Ames
29% of the 7 financial planners we measured in Ames reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 36, compared with an average SEO score of 69.
The average Google rating across 6 rated financial planners is 5.0, and the median listing has 313 reviews.
None of the 7 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 29, 2026. What each score measures: How We Score.
BizScoreAI compares 7 financial planners in Ames, Iowa by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.
Frequently Asked Questions
How are financial planners in Ames ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.
How many financial planners in Ames, Iowa does BizScoreAI track?
7 financial planners in Ames currently meet the profile-quality bar for this page, with an average BizScore of 52 and a top score of 68.
What does AI Visibility mean for a financial planner?
It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 29% of measured financial planners in Ames score 50 or higher.
Is being listed free?
Yes. Every financial planner in Ames is listed and scored for free, and claiming a listing is free too.