DES MOINES, IACRD 169519Latest ADV February 24, 2026
Peterson Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Des Moines, IA. Its latest Form ADV filing, dated February 24, 2026, reports $299M in regulatory assets under management, 11 employees, and 1,359 accounts.
Assets Under Management
$299M
Employees
11
Offices
--
Total Clients
522
Primary office
DES MOINES, IA
220 SW 9TH ST., SUITE 230, DES MOINES, IA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.6% of total clients.
Top client categories% of clientsClients
1
Individuals
86.6%
452
2
HNWI
12.3%
64
3
Pension Plans
1.1%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$299Mas of February 24, 2026
Discretionary95.9%
$287M
96% of total RAUM95.9%
Non-discretionary4.1%
$12M
4% of total RAUM4.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$299M
Total Accounts1,359
10Y AUM Change+$190M (+173.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee47:1
10Y Employee Change+3 (+37.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.