AdvisorRanked

Best Financial Advisors in WEST DES MOINES, Iowa

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

18
Registered Firms
0.95%
Median Fee
of assets/year
$407M
Median AUM
18
Firms Listed
in our database

Top-Ranked Advisors in WEST DES MOINES

#1
100

BALLAST CAPITAL ADVISORS, LLC

WEST DES MOINES, IA · Since 2021

$329M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100

BSC CAPITAL PARTNERS, LLC

WEST DES MOINES, IA · Since 2026

$126M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100

FBL WEALTH MANAGEMENT, LLC

WEST DES MOINES, IA · Since 2018

$9M AUM170 clientsFee: 0%
FiduciaryFee-Only
#4
100

RETIRERIGHT CONSULTING GROUP

WEST DES MOINES, IA · Since 2019

$561M AUM5 clientsFee: 0%
FiduciaryFee-Only
#5
100

FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC

WEST DES MOINES, IA · Since 2020

$256M AUM5 clientsFee: 0%
FiduciaryFee-Only
#6
100

VIVID WEALTH MANAGEMENT, LLC

WEST DES MOINES, IA · Since 2022

$291M AUM3 clientsFee: 0%
FiduciaryFee-Only
#7
100

SITUSAMC REAL ESTATE VALUATION SERVICES, LLC

WEST DES MOINES, IA · Since 1990

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#8
97

MIDWEST HERITAGE FINANCIAL ADVISORS

WEST DES MOINES, IA · Since 2020

$399M AUM4 clientsFee: 0%
FiduciaryFee-Only
#9
95

FOSTER GROUP, INC.

WEST DES MOINES, IA · Since 1991

$4.8B AUM45 clientsFee: 0%
FiduciaryFee-Only
#10
95

SYVERSON STREGE

WEST DES MOINES, IA · Since 1997

$911M AUM13 clientsFee: 0%
FiduciaryFee-Only
#11
95

WEALTH ADVISORS OF IOWA, LLC

WEST DES MOINES, IA · Since 2020

$539M AUM4 clientsFee: 0%
FiduciaryFee-Only
#12
95

BOYLE CAPITAL

WEST DES MOINES, IA · Since 2007

$342M AUM4 clientsFee: 0%
FiduciaryFee-Only
#13
95

VALIANT WEALTH, LLC

WEST DES MOINES, IA · Since 2016

$423M AUM3 clientsFee: 0%
FiduciaryFee-Only
#14
95

LEGACY BRIDGE PRIVATE FAMILY OFFICES

WEST DES MOINES, IA · Since 2016

$426M AUM3 clientsFee: 0%
FiduciaryFee-Only
#15
95

GILBERT & COOK, INC.

WEST DES MOINES, IA · Since 2016

$1.7B AUM17 clientsFee: 0%
FiduciaryFee-Only
#16
95

IOWA WEALTH MANAGEMENT, LLC

WEST DES MOINES, IA · Since 2022

$124M AUM2 clientsFee: 0%
FiduciaryFee-Only
#17
95

SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC

WEST DES MOINES, IA · Since 2022

$122.0B AUM5 clientsFee: 0%
FiduciaryFee-Only
#18
92

COMPASS FINANCIAL SERVICES

WEST DES MOINES, IA · Since 2020

$407M AUM6 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in WEST DES MOINES?

The median advisory fee in WEST DES MOINES, IA is 0.95% of assets under management per year, based on Form ADV filings from 18 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.