Data / Investment advisers / Iowa / Retireright Consulting Group
Retireright Consulting Group, West des Moines, IA: $561 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Retireright Consulting Group is an SEC registered investment adviser with its main office in West des Moines, Iowa and reports $561 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 300925
- SEC file number
- 801-116809
- SEC status
- Approved, effective June 17, 2019
- Legal name
- Retireright, LLC
- Main office
- 1200 Valley West Drive Suite 707, West des Moines, IA 50266
- Phone
- (515) 868-0309
- Regulatory AUM
- $561,129,249 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $220,749,869
- Non discretionary AUM
- $340,379,380
- Accounts
- 733
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 38 | $345.4 million |
| High net worth individuals | 166 | $153.3 million |
| Individuals (other than high net worth individuals) | 289 | $60 million |
| Charitable organizations | 5 | $2.4 million |
| Corporations or other businesses | 2 | $52,081 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $561.1 million | March 27, 2026 |
| December 1, 2025 | $658.7 million | September 9, 2025 |
Other advisers in West des Moines
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sammons Financial Group Asset Management, LLC | West des Moines | $122.05 billion | Not listed | adviserinfo.sec.gov |
| Gilbert & Cook, Inc. | West des Moines | $1.70 billion | Not listed | adviserinfo.sec.gov |
| Syverson Strege | West des Moines | $910.8 million | Not listed | adviserinfo.sec.gov |
| Wealth Advisors of Iowa, LLC | West des Moines | $539.4 million | Not listed | adviserinfo.sec.gov |
| Legacy Bridge Private Family Offices | West des Moines | $425.8 million | Not listed | adviserinfo.sec.gov |
| Valiant Wealth, LLC | West des Moines | $423.1 million | 30 | adviserinfo.sec.gov |
| Compass Financial Services | West des Moines | $407.4 million | Not listed | adviserinfo.sec.gov |
| Midwest Heritage Financial Advisors | West des Moines | $398.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West des Moines, IA
- Investment advisers in Iowa
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Retireright Consulting Group on the SEC's adviser search
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.