Top 6 advisors in Des Moines
We’ve curated a list of the best financial advisors in Des Moines, take a look at it below
Find an advisor in Des Moines1. Legacy Financial Group
Assets under management
$726,274,366
Fee structure
A percentage of assets under your management
Hourly charges
FINANCIAL EDUCATION PROGRAM FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
2. Dmkc Advisory Services, LLC
Assets under management
$402,271,974
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Ria Advisory Group, LLC
Assets under management
$332,328,305
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
4. Peterson Financial Group, Inc.
Assets under management
$148,537,741
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
5. Des Moines Investments, LLC
Assets under management
$140,000,000
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
6. Hjn Advisors, Llp
Assets under management
$68,892,886
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Financial Consulting
How we came up with this list
To generate our top financial advisors list in Des Moines, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Des Moines. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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