City
Wealth management firms in West Des Moines, Iowa
As of October 2, 2026, 22 wealth management firms, including broker-dealer firms, with their main office in West Des Moines, Iowa reported $11.2 billion in regulatory assets under management; the largest by assets was Foster Group, Inc., with $4.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 22
- Regulatory assets under management
- $11.2 billion
- Average per firm
- $507.5 million
- SEC-registered, of those listed
- 15 of 22 (68.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 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 | Midwest Heritage Financial Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $398.7 million | 647 |
| 9 | Boyle Capital | SEC | $342.0 million | 1,462 |
| 10 | Ballast Capital Advisors, LLC | SEC | $328.7 million | 147 |
| 11 | Vivid Wealth Management, LLC | SEC | $290.9 million | 1,199 |
| 12 | Five Talents Financial Management Group LLC | SEC | $256.0 million | 1,042 |
| 13 | BSC Capital Partners, LLC | SEC | $125.8 million | 728 |
| 14 | Iowa Wealth Management, LLC | SEC | $123.9 million | 377 |
| 15 | Hart Wealth Management | State | $46.5 million | 81 |
| 16 | Desla Wealth Management | State | $32.7 million | 78 |
| 17 | Total Wealth | State | $20.8 million | 117 |
| 18 | FBL Wealth Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $9.2 million | 1 |
| 19 | Kingdom Wealth Development, LLC | State | $9.1 million | 150 |
| 20 | Redspire Wealth Management, LLC | State | $189,110 | 2 |
| 21 | Bellwether Financial Advisors | State | $0 | 0 |
| 22 | The Planners Professional Services, Inc. | State | $0 | 0 |
Wealth management firms 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.