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Independent RIAs in West Des Moines, Iowa

As of October 2, 2026, 20 independent wealth management RIAs with their main office in West Des Moines, Iowa reported $10.8 billion in regulatory assets under management; the largest by assets was Foster Group, Inc., with $4.8 billion.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs
20
Regulatory assets under management
$10.8 billion
Average per firm
$537.8 million
SEC-registered, of those listed
13 of 20 (65.0%)

Firms by assets

Independent RIAs in West Des Moines, Iowa, largest first
#FirmRegistrationRAUMAccounts
1 Foster Group, Inc. SEC $4.8 billion 7,346
2 Gilbert & Cook, Inc. SEC $1.7 billion 3,792
3 Syverson Strege SEC $910.8 million 1,979
4 Wealth Advisors of Iowa, LLC SEC $539.4 million 1,330
5 Legacy Bridge Private Family Offices SEC $425.8 million 117
6 Valiant Wealth, LLC SEC $423.1 million 623
7 Compass Financial Services SEC $407.4 million 1,909
8 Boyle Capital SEC $342.0 million 1,462
9 Ballast Capital Advisors, LLC SEC $328.7 million 147
10 Vivid Wealth Management, LLC SEC $290.9 million 1,199
11 Five Talents Financial Management Group LLC SEC $256.0 million 1,042
12 BSC Capital Partners, LLC SEC $125.8 million 728
13 Iowa Wealth Management, LLC SEC $123.9 million 377
14 Hart Wealth Management State $46.5 million 81
15 Desla Wealth Management State $32.7 million 78
16 Total Wealth State $20.8 million 117
17 Kingdom Wealth Development, LLC State $9.1 million 150
18 Redspire Wealth Management, LLC State $189,110 2
19 Bellwether Financial Advisors State $0 0
20 The Planners Professional Services, Inc. State $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.