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Best Financial Planners in Ames, Iowa

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Claimed listings first, then by BizScore. How we score

7Financial Planners scored in Ames
52Average BizScore
68Top BizScore
29%AI Visibility 50 or higher
69Average SEO score
5.0Average Google rating (6 rated)

Top Financial Planners in Ames

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Showing 1-7 of 7 Financial Planners listings in Ames, IA · page 1 of 1

#1Thrivent - Pathway Wealth Advisors

5.0 Google rating

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Thrivent - Pathway Wealth Advisors website

Score breakdown

AI Visibility51
AI Ready22
SEO81
Freshness100
  • Financial Planner
  • Ames, Iowa
  • (515) 292-7077
  • thrivent.com
Category rank by BizScore: #1 of 8 Financial Planner listings in AmesScores updated Oct 24, 2026

#2Clarity Asset Management, Inc.

5.0 Google rating

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Clarity Asset Management, Inc. website

Score breakdown

AI Visibility56
AI Ready7
SEO63
Freshness15
  • 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...

Category rank by BizScore: #3 of 8 Financial Planner listings in AmesScores updated Oct 24, 2026

#3Mercer Advisors - Ames

5.0 Google rating · 313 reviews

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Mercer Advisors - Ames website

Score breakdown

AI Visibility42
AI Ready10
SEO77
Freshness100
  • 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...

Category rank by BizScore: #4 of 8 Financial Planner listings in AmesScores updated Oct 25, 2026
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LPL Financial/Wealth Management & Investment Services website

Score breakdown

AI Visibility37
AI Ready28
SEO72
Freshness60
  • 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...

Category rank by BizScore: #5 of 8 Financial Planner listings in AmesScores updated Oct 23, 2026

#5Charles Orngard Financial Management, LLC

5.0 Google rating

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Charles Orngard Financial Management, LLC website

Score breakdown

AI Visibility31
AI Ready-
SEO74
Freshness-
  • 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...

Category rank by BizScore: #6 of 8 Financial Planner listings in AmesScores updated Jul 4, 2026

#6Northwestern Mutual of Ames

5.0 Google rating

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Northwestern Mutual of Ames website

Score breakdown

AI Visibility14
AI Ready10
SEO80
Freshness-
  • 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...

Category rank by BizScore: #8 of 8 Financial Planner listings in AmesScores updated Oct 25, 2026

#7Freedom Wealth Advisors of Ames

5.0 Google rating

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Freedom Wealth Advisors of Ames website

Score breakdown

AI Visibility21
AI Ready-
SEO37
Freshness-
  • Financial Planner
  • Ames, Iowa
  • (515) 292-1441
  • freedomwealthadvisors.com
Category rank by BizScore: #7 of 8 Financial Planner listings in AmesScores updated Oct 29, 2026
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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.