Top Financial Advisors in West Des Moines, Iowa
Finding the right financial advisor in West Des Moines is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in West Des Moines, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in West Des Moines, IA.
Find the Best Financial Advisor Firms in West Des Moines:
FOSTER GROUP, INC.
CRD#: 107148
Address: 6601 Westown Parkway Suite 100, West Des Moines, IA 50266
Clients: 1,155
Average Clients per Advisor: 27
AUM: $ 3.1B
GILBERT & COOK, INC.
CRD#: 283112
Address: 5058 Grand Ridge Drive, West Des Moines, IA 50265
Clients: 486
Average Clients per Advisor: 28
AUM: $ 974M
SYVERSON STREGE
CRD#: 109228
Address: 4125 Westown Parkway Suite 104, West Des Moines, IA 50266
Clients: 253
Average Clients per Advisor: 18
AUM: $ 666M
RETIRERIGHT CONSULTING GROUP
CRD#: 300925
Address: 1200 Valley West Drive Suite 707, West Des Moines, IA 50266
Clients: 250
Average Clients per Advisor: 83
AUM: $ 505M
WEALTH ADVISORS OF IOWA, LLC
CRD#: 115088
Address: 1601 West Lakes Parkway Suite 200, West Des Moines, IA 50266
Clients: 300
Average Clients per Advisor: 27
AUM: $ 346M
BALLAST CAPITAL ADVISORS, LLC
CRD#: 282369
Address: 1200 Office Plaza Drive, West Des Moines, IA 50266
AUM: $ 274M
How We Chose the Top Financial Advisors in West Des Moines, Iowa
To create this list of top financial advisor firms in West Des Moines, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors West Des Moines has to offer.
Search Financial Advisors in West Des Moines, Iowa
Gregory John Olsen
Registered Affiliation(s):FOSTER GROUP, INC.
Timothy L Kadlec
Registered Affiliation(s):LEGACY BRIDGE PRIVATE FAMILY OFFICES
Drew William Miller
Registered Affiliation(s):MORGAN STANLEY
Sarah Anne Frieberg
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Priscilla Dickinson Sayeed
Registered Affiliation(s):MORGAN STANLEY
Trevor James Rottinghaus
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Kyle Verwoert
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Jill A Lansing
Registered Affiliation(s):MORGAN STANLEY
Kirk Byron Mitchell
Registered Affiliation(s):PFS INVESTMENTS INC.
Anne Ballantini-poeppe
Registered Affiliation(s):FSC SECURITIES CORPORATION
Jessica Don Gomke
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Theresa Ann Lambert
Registered Affiliation(s):METLIFE INVESTORS DISTRIBUTION COMPANY
Melissa Kay Lowe
Registered Affiliation(s):MMC SECURITIES LLC
Joel Andrew Nelson
Registered Affiliation(s):BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.
Daniel James Pape
Registered Affiliation(s):PFS INVESTMENTS INC.
Mark R Triplett
Registered Affiliation(s):ROYAL FUND MANAGEMENT, LLC
David Reis
Registered Affiliation(s):PFS INVESTMENTS INC.
Matthew James Kennedy
Registered Affiliation(s):LPL FINANCIAL LLC
Sean Daniel Phillips
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Laura Elizabeth Thompson
Registered Affiliation(s):PRINCIPAL FUNDS DISTRIBUTOR, INC.
Candice Nichole Skinner
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Kayla Lynn Price
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Matthew John Maxwell
Registered Affiliation(s):DIRECTED SERVICES LLC
Gabriel Patrick Terry
Registered Affiliation(s):BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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