Top 10 advisors in West Des Moines
We’ve curated a list of the best financial advisors in West Des Moines, take a look at it below
Find an advisor in West Des Moines| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,964,084,793 | 75 advisors | ||
| 2 | $518,673,688 | 14 advisors | ||
| 3 | $346,194,031 | 12 advisors | ||
| 4 | $286,508,635 | 8 advisors | ||
| 5 | $239,043,125 | 3 advisors | ||
| 6 | $177,378,219 | 11 advisors | ||
| 7 | $126,334,555 | 2 advisors | ||
| 8 | $111,671,853 | 4 advisors | ||
| 9 | $108,932,101 | 2 advisors | ||
| 10 | $77,051,002 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in West 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 West 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.
1. Foster Group, Inc.
Assets under management
$2,964,084,793
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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)
Pension Consulting Services
2. Syverson Strege
Assets under management
$518,673,688
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Selection Of Other Advisers Through Third Party
3. Wealth Advisors Of Iowa, LLC
Assets under management
$346,194,031
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
Qualified Plan Advice
4. Legacy Bridge Private Family Offices
Assets under management
$286,508,635
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
FAMILY OFFICE FEES
Services offered
Portfolio Management For Individuals And/or Small Businesses
Private Family Office Services
5. River Glen Wealth Counselors
Assets under management
$239,043,125
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
6. Valiant Wealth, LLC
Assets under management
$177,378,219
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
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)
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
7. Vivid Wealth Management, LLC
Assets under management
$126,334,555
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
8. Retireright Consulting Group
Assets under management
$111,671,853
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
9. Iowa Wealth Management, LLC
Assets under management
$108,932,101
Fee structure
A percentage of assets under your management
Hourly charges
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)
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
10. Value Wealth Management LLC
Assets under management
$77,051,002
Fee structure
A percentage of assets under your management
Fixed fees
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)
Your first meeting is free.