Top 10 financial advisors in West Des Moines, IA
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.
Foster Group, Inc.
Foster Group, Inc. is a financial advisory firm based in West Des Moines, Iowa. It currently has approximately $2,964,084,793 of assets under management and employs about 75 people. Foster Group, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$2,964,084,793
Headcount
75 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-38507
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
Syverson Strege
Syverson Strege is a financial advisory firm based in West Des Moines, Iowa. It currently has approximately $518,673,688 of assets under management and employs about 14 people. Syverson Strege uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$518,673,688
Headcount
14 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-54959
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Selection Of Other Advisers Through Third Party
Wealth Advisors Of Iowa, LLC
Wealth Advisors Of Iowa, LLC is a financial advisory firm based in West Des Moines, Iowa. It currently has approximately $346,194,031 of assets under management and employs about 12 people. Wealth Advisors Of Iowa, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Assets under management
$346,194,031
Headcount
12 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
SEC number
801-118210
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
Qualified Plan Advice
Legacy Bridge Private Family Offices
Legacy Bridge Private Family Offices is a financial advisory firm based in West Des Moines, Iowa. It currently has approximately $286,508,635 of assets under management and employs about 8 people. Legacy Bridge Private Family Offices uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, performance-based fees and family office fees.
Assets under management
$286,508,635
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
FAMILY OFFICE FEES
SEC number
801-107113
Services offered
Portfolio Management For Individuals And/or Small Businesses
Private Family Office Services
River Glen Wealth Counselors
River Glen Wealth Counselors is a financial advisory firm based in West Des Moines, Iowa. It currently has approximately $239,043,125 of assets under management and employs about 3 people. River Glen Wealth Counselors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$239,043,125
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-106643
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Valiant Wealth, LLC
Valiant Wealth, LLC is a financial advisory firm based in West Des Moines, Iowa. It currently has approximately $177,378,219 of assets under management and employs about 11 people. Valiant Wealth, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$177,378,219
Headcount
11 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-108491
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
Vivid Wealth Management, LLC
Vivid Wealth Management, LLC is a financial advisory firm based in West Des Moines, Iowa. It currently has approximately $126,334,555 of assets under management and employs about 2 people. Vivid Wealth Management, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$126,334,555
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-126577
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Retireright Consulting Group
Retireright Consulting Group is a financial advisory firm based in West Des Moines, Iowa. It currently has approximately $111,671,853 of assets under management and employs about 4 people. Retireright Consulting Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$111,671,853
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-116809
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Iowa Wealth Management, LLC
Iowa Wealth Management, LLC is a financial advisory firm based in West Des Moines, Iowa. It currently has approximately $108,932,101 of assets under management and employs about 2 people. Iowa Wealth Management, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$108,932,101
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-123613
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
Value Wealth Management LLC
Value Wealth Management LLC is a financial advisory firm based in West Des Moines, Iowa. It currently has approximately $77,051,002 of assets under management and employs about 4 people. Value Wealth Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$77,051,002
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-69158
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.