AdvisorGrade

Financial advisers in West Des Moines, IA

18 registered investment adviser firms in West Des Moines managing $133.7B in assets, based on public SEC Form ADV filings.

Sammons Financial Group Asset Management, LLC

West Des Moines, IA · Est. 2022

NationalInternational
Fee-only
AUM
$122.0B
Per adviser
$24.4B
Advisers
5

No reported disclosures

Foster Group, INC.

West Des Moines, IA · Est. 1991

Regional
Fee-based
AUM
$4.8B
Per adviser
$106M
Advisers
45

No reported disclosures

Gilbert & Cook, INC.

West Des Moines, IA · Est. 2016

Local
Fee-based
AUM
$1.7B
Per adviser
$100M
Advisers
17

No reported disclosures

Syverson Strege

West Des Moines, IA · Est. 1997

Local
Fee-based
AUM
$911M
Per adviser
$70M
Advisers
13

No reported disclosures

Retireright Consulting Group

West Des Moines, IA · Est. 2019

Regional
Fee-based
AUM
$561M
Per adviser
$112M
Advisers
5

No reported disclosures

Wealth Advisors Of Iowa, LLC

West Des Moines, IA · Est. 2020

Local
Fee-based
AUM
$539M
Per adviser
$135M
Advisers
4

No reported disclosures

Legacy Bridge Private Family Offices

West Des Moines, IA · Est. 2016

Local
Fee-based
AUM
$426M
Per adviser
$142M
Advisers
3

No reported disclosures

Valiant Wealth, LLC

West Des Moines, IA · Est. 2016

Local
Fee-based
AUM
$423M
Per adviser
$141M
Advisers
3

No reported disclosures

Compass Financial Services

West Des Moines, IA · Est. 2020

Local
Fee-only
AUM
$407M
Per adviser
$68M
Advisers
6

No reported disclosures

Midwest Heritage Financial Advisors

West Des Moines, IA · Est. 2020

Local
Fee-based
AUM
$399M
Per adviser
$100M
Advisers
4

No reported disclosures

Boyle Capital

West Des Moines, IA · Est. 2007

Local
Fee-only
AUM
$342M
Per adviser
$85M
Advisers
4

No reported disclosures

Ballast Capital Advisors, LLC

West Des Moines, IA · Est. 2021

Local
Fee-based
AUM
$329M
Per adviser
$110M
Advisers
3

No reported disclosures

Vivid Wealth Management, LLC

West Des Moines, IA · Est. 2022

Local
Fee-only
AUM
$291M
Per adviser
$97M
Advisers
3

No reported disclosures

Five Talents Financial Management Group LLC

West Des Moines, IA · Est. 2020

Local
Fee-based
AUM
$256M
Per adviser
$51M
Advisers
5

No reported disclosures

Bsc Capital Partners, LLC

West Des Moines, IA · Est. 2026

Local
Fee-based
AUM
$126M
Per adviser
$42M
Advisers
3

No reported disclosures

Iowa Wealth Management, LLC

West Des Moines, IA · Est. 2022

Local
Fee-only
AUM
$124M
Per adviser
$62M
Advisers
2

No reported disclosures

Fbl Wealth Management, LLC

West Des Moines, IA · Est. 2018

National
Fee-based
AUM
$9M
Per adviser
$54,358.429
Advisers
170

No reported disclosures

Situsamc Real Estate Valuation Services, LLC

West Des Moines, IA · Est. 1990

Local
Fee-based
AUM
Per adviser
Advisers
2

No reported disclosures