Iowa · 26 advisers
Financial Advisors in West Des Moines, Iowa
Looking for a financial advisor in West Des Moines, Iowa? Falists indexes 26 SEC-registered and state-registered investment advisers in West Des Moines — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 23 firms list a website you can visit directly. Firms in this directory manage up to $122.05B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
26
With website
23
Largest AUM
$122.05B
Financial planning
20
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in West Des Moines
Ranked by AUM · Fees, team & specialties at a glance
FOSTER GROUP, INC.
West Des Moines, IA
AUM
$4.78B
Team
45 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
515-226-9000
GILBERT & COOK, INC.
West Des Moines, IA
AUM
$1.70B
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(515) 270-6444
SYVERSON STREGE
West Des Moines, IA
AUM
$910.8M
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
515-225-6000
RETIRERIGHT CONSULTING GROUP
West Des Moines, IA
AUM
$561.1M
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
515-868-0309
WEALTH ADVISORS OF IOWA, LLC
West Des Moines, IA
AUM
$539.4M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
515-200-7812
LEGACY BRIDGE PRIVATE FAMILY OFFICES
West Des Moines, IA
AUM
$425.8M
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
515-421-4870
VALIANT WEALTH, LLC
West Des Moines, IA
AUM
$423.1M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
515-223-6068
COMPASS FINANCIAL SERVICES
West Des Moines, IA
AUM
$407.4M
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
515-327-1020
MIDWEST HERITAGE FINANCIAL ADVISORS
West Des Moines, IA
AUM
$398.7M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
515-246-8378
BOYLE CAPITAL
West Des Moines, IA
AUM
$342.0M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
515-327-1870
BALLAST CAPITAL ADVISORS, LLC
West Des Moines, IA
AUM
$328.7M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
844-331-4662
VIVID WEALTH MANAGEMENT, LLC
West Des Moines, IA
AUM
$290.9M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(515) 480-7593
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
West Des Moines, IA
AUM
$256.0M
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
515-223-7487
BSC CAPITAL PARTNERS, LLC
West Des Moines, IA
AUM
$125.8M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
515-225-1185
IOWA WEALTH MANAGEMENT, LLC
West Des Moines, IA
AUM
$123.9M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
515-225-1924
HART WEALTH MANAGEMENT
West Des Moines, IA
AUM
$46.5M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
5152298722
DESLA WEALTH MANAGEMENT
West Des Moines, IA
AUM
$32.7M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
515-452-0001
TOTAL WEALTH
West Des Moines, IA
AUM
$20.8M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(515) 259-6369
FBL WEALTH MANAGEMENT, LLC
West Des Moines, IA
AUM
$9.2M
Team
170 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
515-225-5400
MANCHESTERSTORY FUND MANAGEMENT, LP
West Des Moines, IA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
515-316-9730
MIDWEST GROWTH ADVISORS, LLC
West Des Moines, IA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(515) 421-4800
SITUSAMC REAL ESTATE VALUATION SERVICES, LLC
West Des Moines, IA
AUM
—
Team
2 advisors
Clients
0
Fees
Hourly charges; Fixed fees
646-518-8139
THE PLANNERS PROFESSIONAL SERVICES, INC.
West Des Moines, IA
AUM
—
Team
1 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
515-224-0149
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC
West Des Moines, IA
AUM
$122.05B
Team
5 advisors
Clients
—
Fees
Percentage of AUM
515-221-4879
More cities in Iowa
Common questions
- How many financial advisors are in West Des Moines, Iowa?
- 26 registered investment advisers are listed in our West Des Moines directory, sourced from public SEC filings.
- What types of advisors are in West Des Moines?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in West Des Moines?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.