Top 10 financial advisor firms in West Des Moines

14 SEC-registered financial advisor firms are headquartered in West Des Moines, IA, with $11B in combined regulatory assets under management. The largest by assets are Foster Group ($4.78B), Gilbert & Cook ($1.7B) and Syverson Strege & Company ($911M).

14
Financial advisor firms: $11B
Their combined AUM: $403M
Median firm AUM: 6,258
Clients of the top 10

The 10 largest by assets

1
Foster Group
RIA
$4.78B
Regulatory AUM
2
Gilbert & Cook
RIA
$1.7B
Up to 1.70% a year
3
Syverson Strege & Company
RIA
$911M
Regulatory AUM
4
Wealth Advisors of Iowa
RIA
$539M
Up to 1.50% a year
5
Legacy Bridge
RIA
$426M
Regulatory AUM
6
Valiant Wealth
RIA
$423M
0.90% to 1.50% a year
7
Compass Financial Services
RIA
$407M
Up to 1.75% a year
8
Midwest Heritage Bank, FSB
RIA
$399M
0.50% to 1.20% a year
9
Boyle Capital Management
RIA
$342M
0.25% to 1.50% a year
10
Ballast Capital Advisors
RIA
$329M
Regulatory AUM

Profiles of the top 10

No. 1 · RIA

Foster Group

Foster Group is an investment adviser based in West Des Moines, IA, registered with the SEC since 1991. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $4.78 billion, as filed on 27 March 2026.

Regulatory AUM: $4.78B
Clients: 2,101
Advisory staff: 45
Custodians: Charles Schwab, Pershing
Headquarters: 6601 Westown Parkway, Suite 100, West Des Moines, IA 50266
Phone: 515-226-9000
Website: fostergrp.com

No. 2 · RIA

Gilbert & Cook

Gilbert & Cook is an investment adviser based in West Des Moines, IA, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.7 billion, as filed on 4 June 2026.

Gilbert & Cook charges up to 1.70% a year for its Precision Wrap Platform.

Regulatory AUM: $1.7B
Clients: 901
Advisory staff: 17
Founded: 1994
Fee schedule: Up to 1.70% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 5058 Grand Ridge Drive, West Des Moines, IA 50265
Phone: 515-270-6444
Website: gilbertcook.com

No. 3 · RIA

Syverson Strege & Company

Syverson Strege & Company is an investment adviser based in West Des Moines, IA, registered with the SEC since 1997. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $911 million, as filed on 13 July 2026.

Regulatory AUM: $911M
Clients: 528
Advisory staff: 13
Custodians: Charles Schwab, SEI Private Trust
Headquarters: 4125 Westown Parkway, Suite 104, West Des Moines, IA 50266
Phone: 515-225-6000
Website: onlyworkforyou.com

No. 4 · RIA

Wealth Advisors of Iowa

Wealth Advisors of Iowa is an investment adviser based in West Des Moines, IA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $539 million, as filed on 19 March 2026.

Wealth Advisors of Iowa charges up to 1.50% a year for its Portfolio Management Services.

Regulatory AUM: $539M
Clients: 550
Advisory staff: 4
Fee schedule: Up to 1.50% a year
Custodians: LPL Financial, Charles Schwab
Headquarters: 1601 West Lakes Parkway, Suite 200, West Des Moines, IA 50266
Phone: 515-200-7812
Website: waiowa.com

No. 5 · RIA

Legacy Bridge

Legacy Bridge is an investment adviser based in West Des Moines, IA, registered with the SEC since 2016. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $426 million, as filed on 18 March 2026.

Regulatory AUM: $426M
Clients: 67
Advisory staff: 3
Custodians: Charles Schwab
Headquarters: 5810 Grand Ave, West Des Moines, IA 50266
Phone: 515-421-4870
Website: legacybridgepfo.com

No. 6 · RIA

Valiant Wealth

Valiant Wealth is an investment adviser based in West Des Moines, IA, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and individual clients. Its regulatory assets under management total $423 million, as filed on 25 March 2026.

Valiant Wealth charges 0.90%–1.50% a year for its Portfolio Management.

Regulatory AUM: $423M
Clients: 207
Advisory staff: 3
Fee schedule: 0.90% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 3408 Woodland Ave, Suite 204, West Des Moines, IA 50266
Phone: 515-223-6068
Website: valiantwealth.com

No. 7 · RIA

Compass Financial Services

Compass Financial Services is an investment adviser based in West Des Moines, IA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $407 million, as filed on 28 April 2026.

Compass Financial Services charges up to 1.75% a year for its Investment Management Fee.

Regulatory AUM: $407M
Clients: 1,105
Advisory staff: 6
Fee schedule: Up to 1.75% a year
Custodians: LPL Financial
Headquarters: 4801 Westown Parkway, West Des Moines, IA 50266
Phone: 515-327-1020
Website: compassiowa.com

No. 8 · RIA

Midwest Heritage Bank, FSB

Midwest Heritage Bank, FSB is an investment adviser based in West Des Moines, IA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $399 million, as filed on 2 January 2026.

Midwest Heritage Bank, FSB charges 0.50%–1.20% a year for its Investment Management Fee for Individual Investors.

Regulatory AUM: $399M
Clients: 334
Advisory staff: 4
Fee schedule: 0.50% to 1.20% a year
Custodians: Charles Schwab
Headquarters: 3580 EP True Parkway, West Des Moines, IA 50265
Phone: 515-246-8378
Website: midwestheritage.com

No. 9 · RIA

Boyle Capital Management

Boyle Capital Management is an investment adviser based in West Des Moines, IA, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $342 million, as filed on 7 July 2026.

Boyle Capital Management charges 0.25%–1.50% a year for its Non-wrap portfolio management.

Regulatory AUM: $342M
Clients: 423
Advisory staff: 4
Founded: 2004
Fee schedule: 0.25% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 1230 Office Plaza Drive, West Des Moines, IA 50266-2300
Phone: 515-327-1870
Website: boylecapital.com

No. 10 · RIA

Ballast Capital Advisors

Ballast Capital Advisors is an investment adviser based in West Des Moines, IA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $329 million, as filed on 2 March 2026.

Regulatory AUM: $329M
Clients: 42
Advisory staff: 3
Custodians: RBC Capital Markets
Headquarters: 1200 Office Plaza Drive, West Des Moines, IA 50266
Phone: 844-331-4662
Website: ballast-advisors.com

Questions about financial advisors in West Des Moines

How many financial advisor firms are headquartered in West Des Moines?

14 SEC-registered financial advisor firms report their principal office in West Des Moines, IA, managing $11B in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in West Des Moines?

Foster Group, with $4.78B in regulatory assets under management on its latest Form ADV. The next largest are Gilbert & Cook ($1.7B) and Syverson Strege & Company ($911M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in West Des Moines?

The median firm manages $403M in regulatory assets. That is the midpoint of the 14 firms headquartered in West Des Moines.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in West Des Moines charge?

Of the 10 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.20% to 1.75% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in West Des Moines?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

West Des Moines has 14 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in West Des Moines

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