Midwest Heritage Financial Advisors, based out of West Des Moines, IA, is a distinguished investment advisory firm with a strong track record of success. With a team of two highly skilled professionals, they specialize in providing comprehensive investment advisory services to their esteemed clientele. Demonstrating their expertise, each investment advisor manages an impressive average of $158,740,000 in assets under management, surpassing the industry average. The firm's compensation structure is diverse, offering clients flexibility in choosing the most suitable option. They provide various fee types, including a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. This approach ensures that clients have tailored compensation arrangements that align with their unique financial goals. Midwest Heritage Financial Advisors boasts a robust client base, with over 230 individual clients entrusting them with a total of $176,760,000 in assets under management. Notably, approximately half of these assets originate from employer 401Ks or individual sources, highlighting the firm's extensive experience in this sector. As a testament to their commitment to excellence, the firm manages 100% of their clients' assets on a discretionary basis, allowing for efficient decision-making and strategic portfolio management. Moreover, Midwest Heritage Financial Advisors offers an array of additional services, serving as a registered representative of a broker-dealer, insurance broker or agent, as well as a bank. Operating from two offices, Midwest Heritage Financial Advisors is well-positioned to deliver personalized financial advice and support to its clients. The firm takes pride in its team of seasoned advisors, including Casey Malloy, Guy Eckman, and Matthew Watters, who bring a wealth of experience and expertise to their roles. Clients can trust Midwest Heritage Financial Advisors for comprehensive, tailored solutions to meet their financial objectives.

Valiant Wealth, LLC is a small investment advisory firm based out of West Des Moines, IA, operating from three offices. With a total of 11 employees, two of whom specialize in providing investment advisory services, Valiant Wealth, LLC manages an average of approximately $125,060,000 in assets per investment advisor, which aligns with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management, fixed fees, and performance-based fees. Although 401K and individual accounts account for less than 30% of their assets under management, Valiant Wealth, LLC possesses the capability to effectively manage employer funds. A notable aspect of their operations is that 71% of the assets they manage are under discretionary control. Demonstrating their expertise, the firm oversees the assets of over 90 individual clients, amounting to an impressive $250,113,000 in assets under management. At Valiant Wealth, LLC, Douglas Vander Weide and Michael Jiskoot stand out as the firm's two longest tenured registered advisors. Their extensive experience and industry knowledge contribute to the company's success in delivering top-notch investment advisory services. With their commitment to professionalism and client satisfaction, Valiant Wealth, LLC has established itself as a trusted partner for individuals and organizations seeking expert guidance in managing their wealth and investments. Through their comprehensive compensation structure and diverse range of services, Valiant Wealth, LLC aims to help their clients achieve their financial goals with confidence and peace of mind.

Vivid Wealth Management, LLC is a reputable investment advisory firm based out of West Des Moines, IA. With a team of two highly experienced professionals, Vivid Wealth Management offers a range of investment advisory services to its clients. Their compensation structure is flexible, incorporating various types such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients have options that align with their specific financial needs. Vivid Wealth Management has established a strong presence in the industry, boasting over 260 individual clients and managing an impressive $126,335,000 in assets. Notably, approximately half of their assets under management are from employer 401Ks and individual clients, showcasing their expertise in this particular area. Dedicated to providing personalized service, Vivid Wealth Management manages 100% of their clients' assets on a discretionary basis. This approach allows them to make informed investment decisions on behalf of their clients, providing them with peace of mind and confidence in their financial strategies. Headquartered in West Des Moines, IA, Vivid Wealth Management operates out of a single office, ensuring a focused and streamlined approach to client service. Cameron Mccarty and Thomas Breitbach, two of the longest tenured registered advisors with the firm, bring their extensive knowledge and expertise to guide clients towards their financial goals. With their commitment to exceptional service and a proven track record in managing assets, Vivid Wealth Management, LLC is a trusted partner for individuals seeking comprehensive investment advisory services.

FOSTER GROUP, INC. is a highly reputable regional investment advisory firm based out of West Des Moines, IA, with a strong presence in the financial industry. With over 1,160 individual clients and an impressive $3,083,295,000 in assets under management, Foster Group is dedicated to providing comprehensive financial solutions and expert investment advice. Operating from two offices, Foster Group's portfolio management is built on a foundation of trust, transparency, and personalized service. While they primarily focus on managing discretionary assets, including 401K and individual accounts, they also possess the expertise to oversee employer funds. This versatility enables Foster Group to cater to a diverse range of clients with varying financial goals and needs. The firm's compensation structure offers flexibility and client-centricity. They employ various models, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have options that align with their preferences and financial circumstances. With a team of 75 dedicated professionals, including 42 investment advisors, Foster Group maintains an impressive average of approximately $73,410,000 in assets under management per investment advisor. While this figure is on par with the industry average, it underscores the firm's commitment to delivering personalized attention and tailored financial strategies to their valued clients. Notably, Foster Group prides itself on its experienced advisors, some of whom have been with the firm for the longest tenure. Esteemed advisors like Gregory Olsen, Kent Kramer, and Travis Rychnovsky contribute their extensive knowledge and expertise, further enhancing the firm's capabilities and client offerings. Overall, Foster Group, Inc. stands out as a trusted partner in the financial sector, delivering exceptional investment advisory services and striving to help clients achieve their long-term financial objectives.

Principal Asset Management is a reputable regional investment advisory firm headquartered in Des Moines, IA. With an extensive network of 24 offices, they have established a strong presence in the financial industry. As a prominent player in the market, Principal Asset Management boasts a total workforce of 1,925 dedicated professionals, with 683 of them specializing in investment advisory services. Their team of advisors possesses a wealth of expertise and experience, ensuring top-notch financial guidance for their clients. Distinguished by their impressive track record, Principal Asset Management manages an average of approximately $408,650,000 in assets per investment advisor, a figure significantly higher than the industry average. This accomplishment reflects their commitment to delivering exceptional results and maximizing returns for their clients. Their compensation structure is multifaceted and includes various types such as a percentage of assets under management, fixed fees, and performance-based fees. With a focus on discretionary management, Principal Asset Management oversees a staggering 97% of the assets entrusted to their care. This level of trust speaks volumes about their credibility and ability to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, Principal Asset Management also excels in providing commodity pool operator or commodity trading advisor services, whether registered or exempt from registration. This comprehensive approach allows them to cater to a diverse range of client needs. Principal Asset Management proudly serves a vast clientele of over 5,660 individuals, collectively entrusting the firm with more than $279,108,497,000 in assets under management. The firm's long-standing success can be attributed, in part, to their team of seasoned advisors. Notably, individuals such as Eric Forret, Scott Sams, and William Lefler have enjoyed remarkable tenures at the company, contributing their expertise to the firm's continued growth and success.

Syverson Strege is a reputable investment advisory firm located in West Des Moines, IA. With a single office, the firm has established itself as a trusted provider of investment advisory services. Their team consists of 14 experienced professionals who are dedicated to assisting clients in achieving their financial goals. With an average of approximately $47,550,000 in assets under management per investment advisor, Syverson Strege maintains a competitive position within the industry. Their compensation structure is diverse, including options such as a percentage of assets under management, hourly charges, and fixed fees. While the firm manages less than 30% of their assets through 401K and individual accounts, they possess the expertise to handle employer funds. A notable aspect of Syverson Strege's portfolio is the discretionary management of 78% of the assets they oversee. Primarily catering to high net worth individuals, the firm proudly serves over 250 individual clients, managing an impressive $665,694,000 in assets. The company's success can be attributed in part to the experience and dedication of their longest tenured advisors, namely Wayne Johnson, Johnne Syverson, and David Strege. Syverson Strege strives to deliver exceptional service and tailored investment strategies to their clients. Their commitment to integrity, professionalism, and client satisfaction positions them as a reliable partner for individuals seeking expert investment advice in the West Des Moines area.

Clarity Asset Management, Inc. is a reputable and experienced investment advisory firm based out of Ames, IA. With a team of five dedicated professionals, including four investment advisors, they offer comprehensive financial services to a diverse range of clients. Leveraging their expertise, Clarity Asset Management manages a substantial portfolio of assets, averaging approximately $40,370,000 in assets under management per investment advisor. The firm's compensation structure is flexible and tailored to meet clients' needs, encompassing various methods such as a percentage of assets under management, fixed fees, and hourly charges. With over 200 individual clients and a staggering $190,989,000 in assets under management, Clarity Asset Management excels in managing both employer 401Ks and individual portfolios. Their proven track record in this space highlights their proficiency and reliability. Clarity Asset Management prides itself on its 100% discretionary asset management approach, ensuring that all investment decisions are made autonomously and in the best interest of their clients. With six offices strategically located, they provide convenient access to their services throughout the region. The firm's success can be attributed in part to its team of experienced advisors. Kacy Bass, Steven Larson, and Donald Erickson are among the longest-tenured professionals at Clarity Asset Management, bringing a wealth of knowledge and expertise to their clients' financial journeys. Clarity Asset Management, Inc. sets itself apart through its commitment to providing personalized, comprehensive investment advisory services and its strong focus on client satisfaction. With a proven track record and a team of dedicated professionals, they continue to be a trusted partner in helping individuals and organizations achieve their financial goals.

Boyle Capital is a leading investment advisory firm based out of West Des Moines, IA. With a team of six highly skilled professionals, including five dedicated investment advisors, Boyle Capital offers comprehensive financial services to a diverse range of clients. With an impressive average of approximately $32,290,000 in assets under management per investment advisor, the firm's expertise and commitment to delivering exceptional results make them a trusted partner in managing clients' financial portfolios. Boyle Capital's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This allows clients to choose a payment method that aligns with their individual needs and preferences. With over 390 individual clients and more than $238,060,000 in assets under management, Boyle Capital has established a strong presence in the financial industry. Notably, approximately half of their assets under management are derived from employer 401Ks or individuals, showcasing their extensive experience in this sector. Furthermore, a significant 63% of the assets they manage are discretionary, highlighting their expertise in making informed investment decisions on behalf of their clients. Operating from three strategically located offices, Boyle Capital ensures accessibility and convenience for their clients. The firm takes pride in its team of experienced advisors, including the longest-tenured experts like David Merritt, Ryan O'Hare, and Brian Boyle. Their deep understanding of the market and dedication to client success have positioned Boyle Capital as a trusted and reliable partner for individuals and businesses seeking comprehensive investment advisory services.

Brokers Financial, a renowned regional investment advisory firm based out of Urbandale, IA, is dedicated to providing exceptional financial services. With an extensive network of 121 offices, Brokers Financial employs a total of 224 professionals, with 158 of them specializing in investment advisory services. Their team boasts an impressive average of $8,610,000 in assets under management per investment advisor, showcasing their expertise and commitment to client success. The firm's compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees. Notably, over 80% of their assets under management are derived from employer 401K plans and individuals, demonstrating their proficiency in managing such investment vehicles. Brokers Financial excels in overseeing 401K plans for both employers and employees, leveraging their extensive experience and qualifications in this area. Impressively, 56% of the assets they manage are handled on a discretionary basis, highlighting their ability to make informed decisions on behalf of clients. Moreover, they provide additional services as insurance brokers or agents, catering to a diverse range of financial needs. With a vast client base of over 8,580 individuals, Brokers Financial manages an impressive $1,360,141,000 in assets. The firm takes pride in its team of experienced advisors, including long-standing professionals such as Kurtis Thompson, Raymond Evans, and John Limpert, who bring a wealth of expertise and insight to their clients' financial journeys. Brokers Financial's unwavering commitment to delivering tailored financial solutions and their strong track record of success make them a trusted partner for individuals and businesses alike.

Legacy Financial Group, based out of Des Moines, IA, is a local investment advisory firm dedicated to providing comprehensive financial services. With a team of 16 skilled professionals, including 11 experienced investment advisors, they offer expertise in managing assets and delivering personalized advice to their clients. The firm boasts an impressive average of approximately $223,790,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is flexible and diverse, incorporating various models such as a percentage of assets under management and hourly charges. With a strong focus on client satisfaction, Legacy Financial Group proudly serves over 1,100 individual clients, effectively managing their assets, which total over $604,626,000. Notably, a significant portion of these assets, around half, comes from employer 401Ks or individuals, showcasing the firm's expertise in this area. Legacy Financial Group has established itself as a trusted registered representative of a broker-dealer, as well as an insurance broker or agent. Their comprehensive approach ensures that clients receive holistic financial guidance tailored to their unique needs. Operating from a single office, the firm has deep roots within the Des Moines community. They take pride in their long-tenured advisors, including Rachel Wood, Scott Arnburg, and [Name redacted], who bring extensive experience and knowledge to the table. Legacy Financial Group's unwavering commitment to their clients, coupled with their expertise and exceptional asset management, distinguishes them as a leading investment advisory firm in Des Moines, IA.

Wilon Wealth Management is a trusted local investment advisory firm headquartered in Urbandale, IA, operating from three convenient office locations. With a team of five dedicated professionals, all specializing in investment advisory services, they have built a solid reputation in the industry. Wilon Wealth Management maintains an impressive average of approximately $32,260,000 in assets under management per investment advisor, demonstrating their expertise in handling substantial portfolios. Their compensation structure offers various options, including a percentage of assets under management, fixed fees, and hourly charges, ensuring a flexible and personalized approach to client relationships. While 401K and individual accounts account for less than 30% of their assets under management, Wilon Wealth Management possesses the capability to effectively manage employer funds. Notably, 100% of the assets they oversee are discretionary, allowing them the freedom to make prudent investment decisions on behalf of their clients. Catering primarily to high-net-worth individuals, Wilon Wealth Management manages a significant amount of assets. With a diverse client base of over 280 individuals, they oversee more than $161,324,000 in assets. The firm takes pride in its team of seasoned advisors, including Thomas Bodensteiner, Connor Peck, and Jason Wiltse, who have contributed to the firm's success through their extensive tenure and industry expertise. Wilon Wealth Management offers personalized and comprehensive investment advisory services, providing their clients with peace of mind and helping them navigate the complexities of wealth management. With their client-centric approach and dedication to delivering exceptional financial solutions, Wilon Wealth Management is well-positioned to serve the investment needs of their discerning clientele.