Fiduciary advisors in Des Moines, IA

12 registered advisers

Des Moines is the insurance capital of the Midwest, where Principal Financial and EMC anchor a financial services ecosystem. Of those, 10 are fee-only practices that do not earn commissions from financial product sales.

ALTITUDE CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Des Moines, IowaCRD #329366
Typical Fee--
AUM$49M
Minimum--
Clients672

BTC CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Des Moines, IowaCRD #127158
Typical Fee--
AUM$4.2B
Minimum--
Clients2,262

DES MOINES INVESTMENTS, LLC

Fee-OnlyAlso Compensated via Product Sales
Des Moines, IowaCRD #146322
Typical Fee1.00%
AUM$246M
Minimum--
Clients1,497

DMKC ADVISORY SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Des Moines, IowaCRD #145112
Typical Fee--
AUM$669M
Minimum--
Clients818

LEGACY FINANCIAL GROUP

Clean RecordAlso Compensated via Brokerage
Des Moines, IowaCRD #154927
Typical Fee--
AUM$840M
Minimum--
Clients3,763

PETERSON FINANCIAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Des Moines, IowaCRD #169519
Typical Fee--
AUM$299M
Minimum--
Clients1,359

PRINCIPAL ADVISED SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Des Moines, IowaCRD #297324
Typical Fee--
AUM$887M
Minimum--
Clients16,940

PRINCIPAL ASSET MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Des Moines, IowaCRD #109002
Typical Fee--
AUM$364.0B
Minimum--
Clients7,399

PRINCIPAL REAL ESTATE

Fee-OnlyAlso Compensated via Product Sales
Des Moines, IowaCRD #109008
Typical Fee--
AUM$99.4B
Minimum--
Clients1,644

PRINCIPAL SECURITIES, INC.

Also Compensated via Brokerage
Des Moines, IowaCRD #1137
Typical Fee3.00%
AUM$14.8B
Minimum--
Clients63,730

RIA ADVISORY GROUP, LLC

Fee-OnlyAlso Compensated via Product Sales
Des Moines, IowaCRD #152566
Typical Fee--
AUM$457M
Minimum--
Clients3,009

WEST FINANCIAL ADVISORS, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Des Moines, IowaCRD #142265
Typical Fee--
AUM$674M
Minimum--
Clients1,677
Fiduciary Advisors in Des Moines, Iowa | FiduciaryListings