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Best Financial Planners in Davenport, Iowa

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Rankings use the published BizScore formulas. How we score

5Financial Planners scored in Davenport
63Average BizScore
75Top BizScore
60%AI Visibility 50 or higher
78Average SEO score
4.6Average Google rating (5 rated)

Top Financial Planners in Davenport

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Showing 1-5 of 5 Financial Planners listings in Davenport, IA · page 1 of 1

#1The Advisory Group Top-Rated

5.0 Google rating

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The Advisory Group website

Score breakdown

AI Visibility63
SEO86
  • Financial Planner
  • Davenport, Iowa
  • (563) 388-4767
  • theadvisorygrouponline.com

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...

Ranked #2 of 13 Financial Planner listings in DavenportScores updated Jun 26, 2026

#2Noble Birch Wealth Management

4.9 Google rating · 20 reviews

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Noble Birch Wealth Management website

Score breakdown

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

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...

Ranked #3 of 13 Financial Planner listings in DavenportScores updated Jun 7, 2026

#3Abundance Financial Coaching

5.0 Google rating

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Abundance Financial Coaching website

Score breakdown

AI Visibility54
SEO78
  • 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...

Ranked #4 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
SEO86
  • 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...

Ranked #5 of 13 Financial Planner listings in DavenportScores updated Sep 19, 2026

#5Wealthspan Partners, LLC

3.0 Google rating

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Wealthspan Partners, LLC website

Score breakdown

AI Visibility27
SEO59
  • 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...

Ranked #10 of 13 Financial Planner listings in DavenportScores updated Jun 7, 2026
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BizScoreAI ranks 5 financial planners in Davenport, Iowa by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. 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 ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Davenport, Iowa does BizScoreAI track?

5 financial planners in Davenport currently meet the profile-quality bar for this page, with an average BizScore of 63 and a top score of 75.

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. 60% 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.