Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Des Moines, Iowa, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 12 non-vetted financial advisors in Des Moines, Iowa, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Des Moines, Iowa have an average of 25 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
PRINCIPAL ASSET MANAGEMENT 801 Grand Ave, Des Moines, IA, 50392-0001 | 109002 | $377,222,976,882 | 6824 | A percentage of AUM, Fixed fees, Performance Based, Other (CHARGE ON A COST ALLOCATION BASIS TO PRINCIPAL LIFE) |
PRINCIPAL REAL ESTATE 801 Grand Ave, Des Moines, IA, 50392-0001 | 109008 | $93,913,367,327 | 643 | A percentage of AUM, Fixed fees, Performance Based |
PRINCIPAL SECURITIES, INC. 711 High Street, Des Moines, IA, 50392 | 1137 | $12,105,712,948 | 54844 | A percentage of AUM, Hourly charges, Fixed fees, Other (SEMINAR FEES, SOLICITORS FEES, SUBSCRIPTION CONSULTING FEES) |
BTC CAPITAL MANAGEMENT 453 7th Street, Des Moines, IA, 50309-3702 | 127158 | $3,836,918,843 | 2543 | A percentage of AUM, Fixed fees |
LEGACY FINANCIAL GROUP 6000 Grand Avenue, Suite B Des Moines, IA, 50312 | 154927 | $840,400,934 | 3763 | A percentage of AUM, Hourly charges, Other (FINANCIAL EDUCATION PROGRAM FEES) |
WEST FINANCIAL ADVISORS, L.L.C. 111 East Grand, Suite 412, Des Moines, IA, 50309 | 142265 | $610,548,598 | 1686 | A percentage of AUM, Hourly charges |
PRINCIPAL ADVISED SERVICES 655 9th Street, Des Moines, IA, 50309 | 297324 | $569,489,941 | 11801 | A percentage of AUM |
DMKC ADVISORY SERVICES, LLC 3900 Ingersoll Avenue, Suite 300 Des Moines, IA, 50312 | 145112 | $562,510,319 | 748 | A percentage of AUM, Hourly charges |
RIA ADVISORY GROUP, LLC 500 Sw 7th Street, Suite 204 Des Moines, IA, 50309 | 152566 | $398,868,182 | 2799 | A percentage of AUM |
PETERSON FINANCIAL GROUP, INC. 220 Sw 9th St., Suite 230 Des Moines, IA, 50309 | 169519 | $247,615,222 | 1251 | A percentage of AUM, Fixed fees |
DES MOINES INVESTMENTS, LLC 2 East Army Post Rd, Suite 2 Des Moines, IA, 50315-5821 | 146322 | $170,000,000 | 1000 | A percentage of AUM |
ALTITUDE CAPITAL MANAGEMENT LLC 2015 Grand Avenue, Suite 100 Des Moines, IA, 50312 | 329366 | $0 | 0 | A percentage of AUM, Hourly charges, Fixed fees |
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