Rialytix insights

Top RIA Firms in Des Moines, Iowa

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Des Moines, Iowa. This hub covers 12 matching firms with $560.2B in total reported AUM and median AUM of $955.0M.

Firms

Matching current profiles

Total AUM

$560.2B

Reported regulatory AUM

Median AUM

$955.0M

Across firms with AUM

Largest firm

$427.7B

Principal Asset Management

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Principal Asset Management CRD 109002 · Limited Liability Company	DES MOINES, IA	$427.7B May 2026	+$63.7B+17.5%	+$148.6B+53.2%	+$35.8B+9.1%	+$308.6B+259.1%	-531 employees-27.6% over 3Y	-5,487 accounts-40.2% over 3Y
2. Principal Real Estate CRD 109008 · Limited Liability Company	DES MOINES, IA	$105.6B May 2026	+$6.2B+6.3%	+$12.0B+12.8%	+$75.9B+255.3%	+$96.8B+1097.9%	-7 employees-1.4% over 3Y	-841 accounts-55.3% over 3Y
3. Principal Securities, INC. CRD 1137 · Corporation	DES MOINES, IA	$17.0B Mar 2026	+$2.2B+14.8%	+$7.6B+80.8%	+$7.7B+82.6%	+$16.3B+2245.1%	+34 employees+2.4% over 3Y	+22,906 accounts+49.7% over 3Y
4. Btc Capital Management CRD 127158 · Corporation	DES MOINES, IA	$4.6B Mar 2026	+$409.9M+9.8%	+$331.6M+7.8%	+$1.3B+41.3%	+$2.5B+115.2%	-1 employees-5.6% over 3Y	-64 accounts-2.8% over 3Y
5. Principal Advised Services CRD 297324 · Limited Liability Company	DES MOINES, IA	$1.4B May 2026	+$535.6M+60.4%	+$1.1B+303.6%	+$1.3B+1198.5%	—	+268 employees+233.0% over 3Y	+14,794 accounts+176.8% over 3Y
6. Legacy Financial Group CRD 154927 · Limited Liability Company	DES MOINES, IA	$1.0B May 2026	+$167.2M+19.9%	+$402.9M+66.6%	+$415.9M+70.3%	+$905.8M+889.6%	+2 employees+12.5% over 3Y	+275 accounts+7.1% over 3Y
7. Dmkc Advisory Services, LLC CRD 145112 · Limited Liability Company	DES MOINES, IA	$902.5M Mar 2026	+$340.0M+60.4%	+$362.4M+67.1%	+$511.9M+131.0%	+$753.7M+506.4%	0 employees+0.0% over 3Y	+258 accounts+37.5% over 3Y
8. West Financial Advisors, L.l.c. CRD 142265 · Limited Liability Company	DES MOINES, IA	$674.2M Feb 2026	+$63.6M+10.4%	+$255.3M+61.0%	+$299.1M+79.7%	+$555.1M+466.1%	+1 employees+14.3% over 3Y	+199 accounts+13.5% over 3Y
9. RIA Advisory Group, LLC CRD 152566 · Limited Liability Company	DES MOINES, IA	$568.4M Mar 2026	+$111.9M+24.5%	+$222.7M+64.4%	+$216.5M+61.5%	+$523.4M+1163.1%	+1 employees+4.2% over 3Y	+181 accounts+5.9% over 3Y
10. Peterson Financial Group, INC. CRD 169519 · Corporation	DES MOINES, IA	$299.2M Feb 2026	+$108.8M+57.1%	+$139.4M+87.3%	—	+$189.7M+173.3%	+2 employees+22.2% over 3Y	+455 accounts+50.3% over 3Y
11. Des Moines Investments, LLC CRD 146322 · Limited Liability Company	DES MOINES, IA	$246.0M Feb 2026	+$76.0M+44.7%	+$106.0M+75.7%	—	+$96.0M+64.0%	+2 employees+100.0% over 3Y	+1,097 accounts+274.3% over 3Y
12. Altitude Capital Management LLC CRD 329366 · Limited Liability Company	DES MOINES, IA	$103.6M Mar 2026	—	—	—	—	+23 employees+460.0% over 1Y	—

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.