Data / Investment advisers / Iowa / West des Moines
Investment advisers in West des Moines, IA: 19 firms, $129 billion in AUM
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
19 investment advisers have their main office in West des Moines, Iowa: 17 SEC registered and 2 exempt reporting. The registered advisers report $129 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Sammons Financial Group Asset Management, LLC with $122 billion.
The request: Every investment adviser in West des Moines, Iowa with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 19Advisers
- 17SEC registered
- 2Exempt reporting
- $129 billionTotal AUM
- 15Advisers over $100 million
- 3Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Sammons Financial Group Asset Management, LLC | West des Moines | $122.05 billion | 9 | 60 | Not listed | (515) 221-4879 | adviserinfo.sec.gov | |
| Gilbert & Cook, Inc. | West des Moines | $1.70 billion | 3,792 | 32 | Not listed | (515) 270-6444 | gilbertcook.com | adviserinfo.sec.gov |
| Syverson Strege | West des Moines | $910.8 million | 1,979 | 15 | Not listed | (515) 225-6000 | adviserinfo.sec.gov | |
| Retireright Consulting Group | West des Moines | $561.1 million | 733 | 5 | Not listed | (515) 868-0309 | adviserinfo.sec.gov | |
| Wealth Advisors of Iowa, LLC | West des Moines | $539.4 million | 1,330 | 12 | Not listed | (515) 200-7812 | adviserinfo.sec.gov | |
| Legacy Bridge Private Family Offices | West des Moines | $425.8 million | 117 | 8 | Not listed | (515) 421-4870 | adviserinfo.sec.gov | |
| Valiant Wealth, LLC | West des Moines | $423.1 million | 623 | 12 | 30 | (515) 223-6068 | adviserinfo.sec.gov | |
| Compass Financial Services | West des Moines | $407.4 million | 1,909 | 12 | Not listed | (515) 327-1020 | adviserinfo.sec.gov | |
| Midwest Heritage Financial Advisors | West des Moines | $398.7 million | 647 | 6 | Not listed | (515) 246-8378 | midwestheritage.com | adviserinfo.sec.gov |
| Boyle Capital | West des Moines | $342 million | 1,462 | 5 | Not listed | (515) 327-1870 | adviserinfo.sec.gov | |
| Ballast Capital Advisors, LLC | West des Moines | $328.7 million | 147 | 7 | Not listed | (844) 331-4662 | ballast-advisors.com | adviserinfo.sec.gov |
| Vivid Wealth Management, LLC | West des Moines | $290.9 million | 1,199 | 3 | Not listed | (515) 480-7593 | adviserinfo.sec.gov | |
| Five Talents Financial Management Group LLC | West des Moines | $256 million | 1,042 | 5 | Not listed | (515) 223-7487 | ftfmg.com | adviserinfo.sec.gov |
| BSC Capital Partners, LLC | West des Moines | $125.8 million | 728 | 5 | Not listed | (515) 225-1185 | bsccapital.com | adviserinfo.sec.gov |
| Iowa Wealth Management, LLC | West des Moines | $123.9 million | 377 | 4 | Not listed | (515) 225-1924 | iowawealth.com | adviserinfo.sec.gov |
| FBL Wealth Management, LLC | West des Moines | $9.2 million | 1 | 207 | Not listed | (515) 225-5400 | fbfs.com | adviserinfo.sec.gov |
| Manchesterstory Fund Management, LP | West des Moines | Not listed | Not listed | Not listed | 7 | (515) 316-9730 | adviserinfo.sec.gov | |
| Midwest Growth Advisors, LLC | West des Moines | Not listed | Not listed | Not listed | 1 | (515) 421-4800 | mgpfund.com | adviserinfo.sec.gov |
| Situsamc Real Estate Valuation Services, LLC | West des Moines | Not listed | 0 | 169 | Not listed | (646) 518-8139 | adviserinfo.sec.gov |
Advisers in West des Moines that manage private funds
3 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Valiant Wealth, LLC | West des Moines | IA | 30 | Not listed | 23 | Not listed | 7 | $124.6 million | $423.1 million | adviserinfo.sec.gov |
| Manchesterstory Fund Management, LP | West des Moines | IA | 7 | Not listed | Not listed | 7 | Not listed | $387.4 million | Not listed | adviserinfo.sec.gov |
| Midwest Growth Advisors, LLC | West des Moines | IA | 1 | Not listed | Not listed | 1 | Not listed | $42 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.