Adviser Record

Investment advisers in West Des Moines, IA

18 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in IA

FirmAssetsEmployeesDisclosures
Sammons Financial Group Asset Management, LLC$122.05 billion600
Foster Group, Inc.$4.78 billion930
Gilbert & Cook, Inc.$1.70 billion320
Syverson Strege$910.8 million150
Retireright Consulting Group$561.1 million50
Wealth Advisors of Iowa, LLC$539.4 million120
Legacy Bridge Private Family Offices$425.8 million80
Valiant Wealth, LLC$423.1 million120
Compass Financial Services$407.4 million120
Midwest Heritage Financial Advisors$398.7 million60
Boyle Capital$342.0 million50
Ballast Capital Advisors, LLC$328.7 million70
Vivid Wealth Management, LLC$290.9 million30
Five Talents Financial Management Group LLC$256.0 million50
Bsc Capital Partners, LLC$125.8 million50
Iowa Wealth Management, LLC$123.9 million40
Fbl Wealth Management, LLC$9.2 million2070
Situsamc Real Estate Valuation Services, LLC$01690