Investment adviser firms in DES MOINES, Iowa
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
12 firms · Source months shown: August 2026
- ALTITUDE CAPITAL MANAGEMENT LLCCRD 329366 · DES MOINES, IA$103,600,000.00Regulatory AUM · August 2026
- BTC CAPITAL MANAGEMENT, INC.CRD 127158 · DES MOINES, IA$4,598,715,309.00Regulatory AUM · August 2026
- DES MOINES INVESTMENTS, LLCCRD 146322 · DES MOINES, IA$246,000,000.00Regulatory AUM · August 2026
- DMKC ADVISORY SERVICES, LLCCRD 145112 · DES MOINES, IA$902,500,171.00Regulatory AUM · August 2026
- LEGACY FINANCIAL GROUP, LLCCRD 154927 · DES MOINES, IA$1,007,573,360.00Regulatory AUM · August 2026
- PETERSON FINANCIAL GROUP, INC.CRD 169519 · DES MOINES, IA$299,196,453.00Regulatory AUM · August 2026
- PRINCIPAL ADVISED SERVICES, LLCCRD 297324 · DES MOINES, IA$1,422,868,428.00Regulatory AUM · August 2026
- PRINCIPAL GLOBAL INVESTORS, LLCCRD 109002 · DES MOINES, IA$427,712,721,629.00Regulatory AUM · August 2026
- PRINCIPAL REAL ESTATE INVESTORS, LLCCRD 109008 · DES MOINES, IA$105,646,930,594.00Regulatory AUM · August 2026
- PRINCIPAL SECURITIES, INC.CRD 1137 · DES MOINES, IA$17,024,265,096.00Regulatory AUM · August 2026
- RIA ADVISORY GROUP, LLCCRD 152566 · DES MOINES, IA$568,379,295.00Regulatory AUM · August 2026
- WEST FINANCIAL ADVISORS, L.L.C.CRD 142265 · DES MOINES, IA$674,186,917.00Regulatory AUM · August 2026