#1Investment Consulting Group Inc
INVESTMENT CONSULTING GROUP INC
Based in Davenport, IA
Retirement Plan Advisors in Davenport, IA
The top-ranked retirement plan advisors serving Davenport, IA are Investment Consulting Group Inc, Matheson & Rock Wealth Management, LLC and Quad-cities Investment Group, LLC. We list 6 retirement plan advisors serving Davenport, IA. 6 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Davenport, IA (Scott County). 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for Davenport
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Investment Consulting Group Inc | SEC-registered investment adviser (CRD)#106967 | Davenport, IA | (563) 322-2322 |
| 2 | Matheson & Rock Wealth Management, LLC | SEC-registered investment adviser (CRD)#289603 | Davenport, IA | (800) 682-3937 |
| 3 | Quad-cities Investment Group, LLC | SEC-registered investment adviser (CRD)#154113 | Davenport, IA | (563) 484-5000 |
| 4 | Tfp Management, LLC | SEC-registered investment adviser (CRD)#313543 | Bettendorf, IA (5 mi) | (563) 359-8783 |
| 5 | The Planning Center, Inc. | SEC-registered investment adviser (CRD)#118994 | Moline, IL (6 mi) | (309) 797-4030 |
| 6 | Quad City Investment Center | SEC-registered investment adviser (CRD)#112187 | Moline, IL (7 mi) | (563) 388-5436 |
#2Matheson & Rock Wealth Management, LLC
MATHESON & ROCK WEALTH MANAGEMENT, LLCBased in Davenport, IA#3Quad-cities Investment Group, LLC
QUAD-CITIES INVESTMENT GROUP, LLCBased in Davenport, IA#4Tfp Management, LLC
TFP MANAGEMENT, LLCServes this area from Bettendorf, IA (5 mi)#5The Planning Center, Inc.
THE PLANNING CENTER, INC.Serves this area from Moline, IL (6 mi)#6Quad City Investment Center
QUAD CITY INVESTMENT ADVISORS, LLCServes this area from Moline, IL (7 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Davenport?
We list 6 retirement plan advisors serving Davenport, IA: 3 based there and 3 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Davenport?
The top-ranked retirement plan advisors serving Davenport, IA are Investment Consulting Group Inc, Matheson & Rock Wealth Management, LLC, Quad-cities Investment Group, LLC, Tfp Management, LLC and The Planning Center, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Davenport are verified against official records?
6 of the top 6 match an active official record: Investment Consulting Group Inc (U.S. Securities and Exchange Commission), Matheson & Rock Wealth Management, LLC (U.S. Securities and Exchange Commission), Quad-cities Investment Group, LLC (U.S. Securities and Exchange Commission), Tfp Management, LLC (U.S. Securities and Exchange Commission) and The Planning Center, Inc. (U.S. Securities and Exchange Commission), and 1 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .