City
Independent RIAs in Des Moines, Iowa
As of October 2, 2026, 18 independent wealth management RIAs with their main office in Des Moines, Iowa reported $4.3 billion in regulatory assets under management; the largest by assets was Legacy Financial Group, with $1.0 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 18
- Regulatory assets under management
- $4.3 billion
- Average per firm
- $236.5 million
- SEC-registered, of those listed
- 11 of 18 (61.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Legacy Financial Group | SEC | $1.0 billion | 4,146 |
| 2 | DMKC Advisory Services, LLC | SEC | $902.5 million | 946 |
| 3 | West Financial Advisors, L.L.C. | SEC | $674.2 million | 1,677 |
| 4 | RIA Advisory Group, LLC | SEC | $568.4 million | 3,228 |
| 5 | Peterson Financial Group, Inc. | SEC | $299.2 million | 1,359 |
| 6 | Des Moines Investments, LLC | SEC | $246.0 million | 1,497 |
| 7 | Capital View Wealth Management, LLC | SEC | $128.8 million | 27 |
| 8 | Taber Asset Management L.L.C. | SEC | $110.0 million | 101 |
| 9 | Altitude Capital Management LLC | SEC | $103.6 million | 488 |
| 10 | Longenecker Financial Services | State | $82.1 million | 690 |
| 11 | Prospective Value Partners LLC | State | $76.0 million | 44 |
| 12 | LW Advisors, L.L.C. | State | $35.9 million | 139 |
| 13 | Teacher Wealth | State | $18.2 million | 212 |
| 14 | Weiss Financial Group, LLC | State | $3.0 million | 33 |
| 15 | Koios Private Family Offices, LLC | State | $1.5 million | 10 |
| 16 | Blackoak Advisors LLC | State | $0 | 0 |
| 17 | Polson Wealth Management | SEC | $0 | 0 |
| 18 | RIA Group, LLC | SEC | $0 | 0 |
Independent RIAs in Iowa, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.