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Top RIA Firms in West Des Moines, Iowa
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in West Des Moines, Iowa. This hub covers 16 matching firms with $133.5B in total reported AUM and median AUM of $415.3M.
Firms
16
Matching current profiles
Total AUM
$133.5B
Reported regulatory AUM
Median AUM
$415.3M
Across firms with AUM
Largest firm
$122.0B
Sammons Financial Group Asset Management, LLC
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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. Sammons Financial Group Asset Management, LLC CRD 321109 · Limited Liability Company | WEST DES MOINES, IA | $122.0B Mar 2026 | +$12.3B+11.2% | +$115.5B+1774.2% | — | +$116.3B+2017.7% | +45 employees+300.0% over 3Y | +2 accounts+28.6% over 3Y |
| 2. Foster Group, INC. CRD 107148 · Corporation | WEST DES MOINES, IA | $4.8B Mar 2026 | +$1.5B+47.5% | +$1.7B+54.9% | +$2.1B+80.9% | +$3.7B+324.9% | +18 employees+24.0% over 3Y | +1,578 accounts+27.4% over 3Y |
| 3. Gilbert & Cook, INC. CRD 283112 · Corporation | WEST DES MOINES, IA | $1.7B May 2026 | +$336.5M+24.7% | +$724.5M+74.4% | +$904.9M+114.1% | — | 0 employees+0.0% over 3Y | +1,144 accounts+43.2% over 3Y |
| 4. Syverson Strege CRD 109228 · Corporation | WEST DES MOINES, IA | $910.8M May 2026 | +$10.4M+1.2% | +$245.1M+36.8% | +$329.8M+56.8% | +$625.4M+219.1% | +1 employees+7.1% over 3Y | +6 accounts+0.3% over 3Y |
| 5. Retireright Consulting Group CRD 300925 · Limited Liability Company | WEST DES MOINES, IA | $561.1M Mar 2026 | -$97.6M-14.8% | -$38.2M-6.4% | +$51.5M+10.1% | +$425.3M+313.0% | +1 employees+25.0% over 3Y | +287 accounts+64.3% over 3Y |
| 6. Wealth Advisors Of Iowa, LLC CRD 115088 · Limited Liability Company | WEST DES MOINES, IA | $539.4M Mar 2026 | +$140.7M+35.3% | +$195.1M+56.7% | +$294.0M+119.8% | +$294.0M+119.8% | +1 employees+9.1% over 3Y | +480 accounts+56.5% over 3Y |
| 7. Legacy Bridge Private Family Offices CRD 282261 · Limited Liability Company | WEST DES MOINES, IA | $425.8M Mar 2026 | +$139.2M+48.6% | +$133.2M+45.5% | +$170.1M+66.6% | +$405.8M+2028.8% | +1 employees+14.3% over 3Y | +10 accounts+9.3% over 3Y |
| 8. Valiant Wealth, LLC CRD 146911 · Limited Liability Company | WEST DES MOINES, IA | $423.1M Mar 2026 | +$111.0M+35.6% | +$173.0M+69.2% | +$232.8M+122.4% | +$381.0M+905.2% | +1 employees+9.1% over 3Y | +99 accounts+18.9% over 3Y |
| 9. Compass Financial Services CRD 109441 · Corporation | WEST DES MOINES, IA | $407.4M Apr 2026 | +$73.7M+22.1% | +$153.0M+60.1% | +$177.8M+77.4% | +$226.4M+125.1% | 0 employees+0.0% over 3Y | +321 accounts+20.2% over 3Y |
| 10. Midwest Heritage Financial Advisors CRD 306308 · — | WEST DES MOINES, IA | $398.7M Jan 2026 | +$84.5M+26.9% | +$221.9M+125.5% | +$286.4M+255.2% | +$298.4M+297.7% | +4 employees+200.0% over 3Y | +167 accounts+34.8% over 3Y |
| 11. Boyle Capital CRD 132416 · Limited Liability Company | WEST DES MOINES, IA | $342.0M Mar 2026 | +$100.1M+41.4% | +$103.9M+43.6% | +$79.0M+30.0% | +$229.4M+203.7% | -1 employees-16.7% over 3Y | -231 accounts-13.6% over 3Y |
| 12. Ballast Capital Advisors, LLC CRD 282369 · Limited Liability Company | WEST DES MOINES, IA | $328.7M Mar 2026 | +$31.5M+10.6% | +$67.3M+25.8% | — | +$108.4M+49.2% | +2 employees+40.0% over 3Y | +8 accounts+5.8% over 3Y |
| 13. VIVID Wealth Management, LLC CRD 322974 · Limited Liability Company | WEST DES MOINES, IA | $290.9M Mar 2026 | +$118.9M+69.2% | +$164.5M+130.2% | — | — | +1 employees+50.0% over 3Y | +448 accounts+59.7% over 3Y |
| 14. Five Talents Financial Management Group LLC CRD 307987 · Limited Liability Company | WEST DES MOINES, IA | $256.0M Mar 2026 | +$74.9M+41.3% | +$78.8M+44.5% | +$110.3M+75.7% | — | 0 employees+0.0% over 3Y | +66 accounts+6.8% over 3Y |
| 15. Iowa Wealth Management, LLC CRD 286435 · Limited Liability Company | WEST DES MOINES, IA | $123.9M Feb 2026 | +$11.7M+10.4% | +$19.2M+18.3% | — | +$19.2M+18.3% | +2 employees+100.0% over 3Y | +28 accounts+8.0% over 3Y |
| 16. Fbl Wealth Management, LLC CRD 291396 · Limited Liability Company | WEST DES MOINES, IA | $9.2M Mar 2026 | +$586.0K+6.8% | -$1.6M-15.0% | -$2.8M-23.1% | — | +38 employees+22.5% over 3Y | 0 accounts+0.0% over 3Y |
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.