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| Keyboard |
| MWA Financial Services Inc
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|---|---|
| CRD # | 112630 |
| SEC # | 801-107091 |
| CIK # | |
| AUM | 640.0 M (2026-05-01) |
| Employees | 721 (23% Investors, 90% Brokers) |
| Phone | 309-558-3100 |
| Address | 1701 1st Avenue Rock Island, IL 61201 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,905 | 504.6 |
| (b) Individuals (high net worth individuals) | 76 | 118.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 17 | 9.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 7.3 |
| (n) Other | 0 | 0.0 |
| Total | 3,724 | 640.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 3,724 | 640.0 |
| Total | 3,724 | 640.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 640.0 | |
| Total | 3,724 | 640.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 51 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Shakespeare Wealth Management LLC
✚
|
WI | 641.9 M |
|
Phoenix Wealth Advisors Inc
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NC | 641.4 M |
|
Single Point Partners LLC
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MA | 641.3 M |
|
Riverstone Advisors LLC
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640.9 M | |
|
Libra Wealth LLC
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CA | 639.8 M |
|
The Watchman Group Inc
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TX | 639.7 M |
|
Concord Asset Management LLC
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|
VA | 639.4 M |
|
Northeast Advisers Inc
✚
|
PA | 639.1 M |
|
SK Wealth Management LLC
✚
|
RI | 639.0 M |
|
Scott & Selber Inc Capital Management
✚
|
TX | 637.9 M |