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Best Financial Planners in Davenport, Iowa

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Claimed listings first, then by BizScore. How we score

9Financial Planners scored in Davenport
56Average BizScore
78Top BizScore
44%AI Visibility 50 or higher
71Average SEO score
4.7Average Google rating (8 rated)

Top Financial Planners in Davenport

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Showing 1-9 of 9 Financial Planners listings in Davenport, IA · page 1 of 1

#1Quad Cities Investment Group of Davenport Top-Rated

5.0 Google rating · 1 review

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Quad Cities Investment Group of Davenport website

Score breakdown

AI Visibility65
AI Ready-
SEO90
Freshness-
  • Financial Planner
  • Davenport, Iowa
  • (563) 484-5000
  • quad.com
Category rank by BizScore: #1 of 13 Financial Planner listings in DavenportScores updated Jun 7, 2026

#2The Advisory Group of Davenport

5.0 Google rating

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The Advisory Group of Davenport website

Score breakdown

AI Visibility63
AI Ready73
SEO77
Freshness100
  • Financial Planner
  • Davenport, Iowa
  • (563) 388-4767
  • theadvisorygrouponline.com

The Advisory Group of Davenport: The Advisory Group is a Financial Planner in Davenport, IA. The firm provides integrated financial services for individuals and families, including retirement planning, tax planning, investment strategies, and legacy planning. As an independent practice, it...

Category rank by BizScore: #2 of 13 Financial Planner listings in DavenportScores updated Oct 28, 2026

#3Noble Birch Wealth Management of Davenport

4.9 Google rating · 20 reviews

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Noble Birch Wealth Management of Davenport website

Score breakdown

AI Visibility58
AI Ready-
SEO79
Freshness-
  • Financial Planner
  • Davenport, Iowa
  • (563) 359-3475
  • noblebirch.com

Noble Birch Wealth Management of Davenport: Noble Birch Wealth Management is a Financial Planner in Davenport, IA. The firm provides investment, tax, insurance, retirement, estate and comprehensive financial planning services to individuals and families in the Quad Cities, including Bettendorf...

Category rank by BizScore: #3 of 13 Financial Planner listings in DavenportScores updated Jun 7, 2026

#4Baird Private Wealth Management of Davenport

5.0 Google rating

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Baird Private Wealth Management of Davenport website

Score breakdown

AI Visibility35
AI Ready-
SEO86
Freshness-
  • Financial Planner
  • Davenport, Iowa
  • (800) 366-3978
  • bairdwealth.com

Baird Private Wealth Management of Davenport: Baird Private Wealth Management is a financial planner in Davenport, IA. The firm provides personalized guidance and comprehensive expertise to help clients build wealth, prepare for retirement, and enjoy their wealth. They serve individuals seeking a...

Category rank by BizScore: #5 of 13 Financial Planner listings in DavenportScores updated Sep 19, 2026

#5Abundance Financial Coaching

5.0 Google rating

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Abundance Financial Coaching website

Score breakdown

AI Visibility54
AI Ready22
SEO66
Freshness80
  • Financial Planner
  • Davenport, Iowa
  • (563) 359-7400
  • abundancefinancial.net

Abundance Financial Coaching is a Financial Planner in Davenport, IA. The firm offers fee-only planning and helps clients use academic and evidence-based investing to avoid stock picking, market timing, and forecasting based on past performance. Dennis D...

Category rank by BizScore: #4 of 13 Financial Planner listings in DavenportScores updated Oct 23, 2026

#6Merrill Lynch Wealth Management of Davenport

5.0 Google rating

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Merrill Lynch Wealth Management of Davenport website

Score breakdown

AI Visibility35
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • Davenport, Iowa
  • (563) 388-2300
  • merrill.com

Merrill Lynch Wealth Management of Davenport: Log in to your Merrill Lynch account to transfer funds, check on your statements and tax documents, deposit checks, e-sign documents, and more.

Category rank by BizScore: #9 of 13 Financial Planner listings in DavenportScores updated Sep 24, 2026

#7Wealthspan Partners, LLC

3.0 Google rating

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Wealthspan Partners, LLC website

Score breakdown

AI Visibility27
AI Ready33
SEO55
Freshness-
  • Financial Planner
  • Davenport, Iowa
  • (563) 723-7301
  • wealthspanpartners.com

Wealthspan Partners, LLC is a Financial Planner in Davenport, IA, located at 5025 Utica Ridge Rd Suite 101. It holds a rating of 3.00 based on customer reviews. The firm operates as a fee-only investment management entity registered with the Securities and...

Category rank by BizScore: #10 of 13 Financial Planner listings in DavenportScores updated Oct 23, 2026
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Mack, Jansen, Keeney & Associates - Ameriprise Financial Services, LLC website

Score breakdown

AI Visibility12
AI Ready-
SEO61
Freshness-
  • Financial Planner
  • Davenport, Iowa
  • (563) 344-6070
  • ameripriseadvisors.com
Category rank by BizScore: #11 of 13 Financial Planner listings in DavenportScores updated Jun 30, 2026

#9Morgan Stanley Financial Advisors of Davenport

5.0 Google rating

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M

Score breakdown

AI Visibility4
AI Ready-
SEO56
Freshness-
  • Financial Planner
  • Davenport, Iowa
  • (563) 344-4300
  • advisor.morganstanley.com
Category rank by BizScore: #12 of 13 Financial Planner listings in DavenportScores updated Jun 7, 2026
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What the Data Shows for Financial Planners in Davenport

44% of the 9 financial planners we measured in Davenport reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 39, compared with an average SEO score of 71.

The average Google rating across 8 rated financial planners is 4.7, and the median listing has 10 reviews.

None of the 9 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.

BizScoreAI compares 9 financial planners in Davenport, 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 Davenport 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 Davenport, Iowa does BizScoreAI track?

9 financial planners in Davenport currently meet the profile-quality bar for this page, with an average BizScore of 56 and a top score of 78.

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. 44% of measured financial planners in Davenport score 50 or higher.

Is being listed free?

Yes. Every financial planner in Davenport is listed and scored for free, and claiming a listing is free too.