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Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Local, , FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Local, , along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Local, have an average of 15 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 |
---|---|---|---|---|
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC 8300 Mills Civic Parkway, West Des Moines, IA, 50266 | 321109 | $6,512,036,820 | 7 | A Percentage of AUM |
FOSTER GROUP, INC. 6601 Westown Parkway, Suite 100 West Des Moines, IA, 50266 | 107148 | $3,083,295,163 | 5768 | A Percentage of AUM, Hourly charges, Fixed Fees |
GILBERT & COOK, INC. 5058 Grand Ridge Drive, West Des Moines, IA, 50265 | 283112 | $973,601,625 | 2648 | A Percentage of AUM, Hourly charges, Fixed Fees |
SYVERSON STREGE 4125 Westown Parkway, Suite 104 West Des Moines, IA, 50266 | 109228 | $665,694,138 | 1973 | A Percentage of AUM, Hourly charges, Fixed Fees |
RETIRERIGHT CONSULTING GROUP 1200 Valley West Drive, Suite 707 West Des Moines, IA, 50266 | 300925 | $504,547,358 | 514 | A Percentage of AUM, Hourly charges, Fixed Fees |
WEALTH ADVISORS OF IOWA, LLC 1601 West Lakes Parkway, Suite 200 West Des Moines, IA, 50266 | 115088 | $346,194,031 | 979 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
LEGACY BRIDGE PRIVATE FAMILY OFFICES 4601 Westown Parkway, Suite 220 West Des Moines, IA, 50266 | 282261 | $292,561,807 | 107 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (FAMILY OFFICE FEES) |
BALLAST CAPITAL ADVISORS, LLC 1200 Office Plaza Drive, West Des Moines, IA, 50266 | 282369 | $273,916,175 | 140 | Fixed Fees |
COMPASS FINANCIAL SERVICES 4801 Westown Parkway, West Des Moines, IA, 50266 | 109441 | $254,485,742 | 1588 | A Percentage of AUM, Hourly charges |
VALIANT WEALTH, LLC 3408 Woodland Ave, Suite 204 West Des Moines, IA, 50266 | 146911 | $250,112,886 | 524 | A Percentage of AUM, Fixed Fees, Performance Based |
RIVER GLEN WEALTH COUNSELORS 2600 Westown Parkway, Suite 346 West Des Moines, IA, 50266 | 147012 | $241,859,281 | 586 | A Percentage of AUM, Hourly charges, Fixed Fees |
BOYLE CAPITAL 1230 Office Plaza Drive, West Des Moines, IA, 50266-2300 | 132416 | $238,059,942 | 1693 | A Percentage of AUM, Hourly charges, Performance Based |
MIDWEST HERITAGE FINANCIAL ADVISORS 3580 Ep True Parkway, West Des Moines, IA, 50265 | 306308 | $223,047,510 | 491 | A Percentage of AUM, Hourly charges, Fixed Fees |
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC 1441 29th Street Ste 310, West Des Moines, IA, 50266 | 307987 | $164,488,430 | 1021 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (REFERRAL FEES FROM OTHER ADVISORS) |
VIVID WEALTH MANAGEMENT, LLC 2600 Westown Parkway, Suite 150 West Des Moines, IA, 50266 | 322974 | $126,334,555 | 751 | A Percentage of AUM, Hourly charges |
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