Top Financial Advisors in Des Moines, Iowa
Finding the right financial advisor in Des Moines is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Des Moines, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Des Moines, IA.
Find the Best Financial Advisor Firms in Des Moines:
PRINCIPAL SECURITIES, INC.
CRD#: 1137
Address: 711 High Street, Des Moines, IA 50392
Clients: 46,377
In Business for: 57 Years
Average Clients per Advisor: 32
AUM: $ 14.8B
Disclosures: 15
PRINCIPAL ADVISED SERVICES
CRD#: 297324
Address: 655 9th Street, Des Moines, IA 50309
Clients: 16,905
Average Clients per Advisor: 78
AUM: $ 887M
LEGACY FINANCIAL GROUP
CRD#: 154927
Address: 6000 Grand Avenue Suite B, Des Moines, IA 50312
Clients: 1,233
Average Clients per Advisor: 94
AUM: $ 840M
DMKC ADVISORY SERVICES, LLC
CRD#: 145112
Address: 3900 Ingersoll Avenue Suite 300, Des Moines, IA 50312
Clients: 192
Average Clients per Advisor: 21
AUM: $ 669M
WEST FINANCIAL ADVISORS, L.L.C.
CRD#: 142265
Address: 111 East Grand, Suite 412, Des Moines, IA 50309
Clients: 135
Average Clients per Advisor: 22
AUM: $ 611M
PETERSON FINANCIAL GROUP, INC.
CRD#: 169519
Address: 220 Sw 9th St. Suite 230, Des Moines, IA 50309
Clients: 382
Average Clients per Advisor: 127
AUM: $ 248M
How We Chose the Top Financial Advisors in Des Moines, Iowa
To create this list of top financial advisor firms in Des Moines, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Des Moines has to offer.
Search Financial Advisors in Des Moines, Iowa
Larry Steven Laughlin
Roger Frederick Grefe
Patrick J Franke
Brad Stephen Holland
Deniz Tuncay Franke
Joel Cameron Magruder
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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