Top 6 financial advisors in Des Moines, IA
We’ve curated a list of the best financial advisors in Des Moines, take a look at it below
Find an advisor in Des Moines| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $726,274,366 | 18 advisors | ||
| 2 | $402,271,974 | 13 advisors | ||
| 3 | $332,328,305 | 20 advisors | ||
| 4 | $148,537,741 | 9 advisors | ||
| 5 | $140,000,000 | 1 advisors | ||
| 6 | $68,892,886 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Des Moines, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Des Moines. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Legacy Financial Group
Legacy Financial Group is a financial advisory firm based in Des Moines, Iowa. It currently has approximately $726,274,366 of assets under management and employs about 18 people. Legacy Financial Group uses a fee structure of a percentage of assets under your management, hourly charges and financial education program fees.
Assets under management
$726,274,366
Headcount
18 advisors
Fee structure
A percentage of assets under your management
Hourly charges
FINANCIAL EDUCATION PROGRAM FEES
SEC number
801-79803
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
Dmkc Advisory Services, LLC
Dmkc Advisory Services, LLC is a financial advisory firm based in Des Moines, Iowa. It currently has approximately $402,271,974 of assets under management and employs about 13 people. Dmkc Advisory Services, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$402,271,974
Headcount
13 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-68395
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Ria Advisory Group, LLC
Ria Advisory Group, LLC is a financial advisory firm based in Des Moines, Iowa. It currently has approximately $332,328,305 of assets under management and employs about 20 people. Ria Advisory Group, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$332,328,305
Headcount
20 advisors
Fee structure
A percentage of assets under your management
SEC number
801-117837
Services offered
Portfolio Management For Individuals And/or Small Businesses
Peterson Financial Group, Inc.
Peterson Financial Group, Inc. is a financial advisory firm based in Des Moines, Iowa. It currently has approximately $148,537,741 of assets under management and employs about 9 people. Peterson Financial Group, Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$148,537,741
Headcount
9 advisors
Fee structure
A percentage of assets under your management
SEC number
801-120786
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
Des Moines Investments, LLC
Des Moines Investments, LLC is a financial advisory firm based in Des Moines, Iowa. It currently has approximately $140,000,000 of assets under management and employs about 1 people. Des Moines Investments, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$140,000,000
Headcount
1 advisor
Fee structure
A percentage of assets under your management
SEC number
801-122812
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Hjn Advisors, Llp
Hjn Advisors, Llp is a financial advisory firm based in Des Moines, Iowa. It currently has approximately $68,892,886 of assets under management and employs about 5 people. Hjn Advisors, Llp uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$68,892,886
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-81178
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Financial Consulting
Your first meeting is free.