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AdvisorCensus / Financial advisors / Iowa / Des Moines, IA / Branch offices

Advisory firms with an office in Des Moines, IA, headquartered elsewhere

55 investment advisory firms with a principal office outside the Des Moines, IA metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.

All firms headquartered in Des Moines, IA ยท How this list is built

FirmOfficeHeadquartersRegistration
Accel Wealth ManagementWest des Moines, IAWaverly, IASEC-registered investment adviser
Advisory Alpha, LLCWest des Moines, IAHolland, MISEC-registered investment adviser
Agis Management LLCCumming, IAClearwater, FLSEC-registered investment adviser
Ameritas Advisory Services, LLCW des Moines, IALincoln, NESEC-registered investment adviser
AndersenDes Moines, IAMcLean, VASEC-registered investment adviser
Apella WealthJohnston, IAWest Hartford, CTSEC-registered investment adviser
Apollo Capital Credit Adviser, LLCWest des Moines, IANew York, NYSEC-registered investment adviser
Apollo Capital Management, L.P.West des Moines, IANew York, NYSEC-registered investment adviser
Apollo Credit Management, LLCWest des Moines, IANew York, NYSEC-registered investment adviser
Apollo Investment Management, L.P.West des Moines, IANew York, NYSEC-registered investment adviser
Apollo Manager, LLCWest des Moines, IANew York, NYSEC-registered investment adviser
Apollo MPS Management, LLCWest des Moines, IANew York, NYSEC-registered investment adviser
Apollo Real Estate Fund Adviser, LLCWest des Moines, IANew York, NYSEC-registered investment adviser
Apollo S3 RIC Management, L.P.West des Moines, IANew York, NYSEC-registered investment adviser
Arete Wealth Advisors, LLCWest des Moines, IAChicago, ILSEC-registered investment adviser
Aris Management, LLCWest des Moines, IANew York, NYSEC-registered investment adviser
Avantax Planning Partners, Inc.Des Moines, IADubuque, IASEC-registered investment adviser
Bankers Life Advisory Services, Inc.West des Moines, IAChicago, ILSEC-registered investment adviser
Beacon Capital Management, Inc.Cedar Rapids, IADayton, OHSEC-registered investment adviser
BFC Planning, Inc.Pleasant Hill, IACedar Rapids, IASEC-registered investment adviser
Bison Wealth, LLCClive, IAAtlanta, GASEC-registered investment adviser
Bridgeport Financial SolutionsWest des Moines, IAPhoenix, AZSEC-registered investment adviser
Cambridge Investment Research Advisors, Inc.Des Moines, IAFairfield, IASEC-registered investment adviser
Choreo, LLCDes Moines, IARockford, ILSEC-registered investment adviser
Creative PlanningUrbandale, IAOverland Park, KSSEC-registered investment adviser
Creativeone Securities, LLCClive, IAOverland Park, KSSEC-registered investment adviser
First Heartland Consultants, Inc.Clive, IALake St. Louis, MOSEC-registered investment adviser
FSB Premier Wealth Management, Inc.West des Moines, IAWaterloo, IASEC-registered investment adviser
Harbour Investments, Inc.West des Moines, IAMadison, WISEC-registered investment adviser
Independent Financial PartnersUrbandale, IATampa, FLSEC-registered investment adviser
Integrity Advisory SolutionsUrbandale, IADallas, TXSEC-registered investment adviser
Lexaurum AdvisorsAnkeny, IAOverland Park, KSSEC-registered investment adviser
MarinerWest des Moines, IAOverland Park, KSSEC-registered investment adviser
Mariner IndependentDes Moines, IAOverland Park, KSSEC-registered investment adviser
Midwest Financial Network, LLCWest des Moines, IATinley Park, ILSEC-registered investment adviser
Mutual of Omaha Investor Services, Inc.Clive, IAOmaha, NESEC-registered investment adviser
Nicolet Wealth ManagementWest des Moines, IAGreen Bay, WISEC-registered investment adviser
Northwest Wealth Management, LLCAnkeny, IASpencer, IASEC-registered investment adviser
Private Wealth Asset ManagementWest des Moines, IAOmaha, NESEC-registered investment adviser
Ptma Investment AdvisorsWest des Moines, IADenver, COSEC-registered investment adviser
Ptma Investment AdvisorsWest des Moines, IANaperville, ILSEC-registered investment adviser
RDA Financial NetworkDes Moines, IAAkron, IASEC-registered investment adviser
Royal Fund Management, LLCAnkeny, IALady Lake, FLSEC-registered investment adviser
Sanctuary Advisors, LLCDes Moines, IAMiami, FLSEC-registered investment adviser
Signal Advisors Wealth, LLCWest des Moines, IADetroit, MISEC-registered investment adviser
Sowell ManagementWest des Moines, IANorth Little Rock, ARSEC-registered investment adviser
Steele Capital Management, Inc.West des Moines, IADubuque, IASEC-registered investment adviser
The Wealth Consulting GroupDes Moines, IALas Vegas, NVSEC-registered investment adviser
Thrivent Investment Management Inc.Johnston, IAMinneapolis, MNSEC-registered investment adviser
Vanderbilt Advisory ServicesWest des Moines, IAWoodbury, NYSEC-registered investment adviser
Voya Financial Advisors, Inc.Des Moines, IAWindsor, CTSEC-registered investment adviser
Wealth Enhancement Advisory Services, LLCWest des Moines, IAPlymouth, MNSEC-registered investment adviser
Wealthcare Advisory Partners LLCIndianola, IAWest Chester, PASEC-registered investment adviser
Wealthcare Capital Partners, LLCIndianola, IAWest Chester, PASEC-registered investment adviser
Xypn SapphireDes Moines, IABozeman, MTSEC-registered investment adviser

Firms with an office here that publish no principal office location

These 3 firms list an office in Des Moines, IA on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.

FirmOfficeRegistration
FmsaClive, IASEC-registered investment adviser
Wellth Advisory Services, LLCUrbandale, IASEC-registered investment adviser
Zero Day Capital Enterprises LLCWest des Moines, IASEC-registered investment adviser

Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.

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AdvisorCensus. Advisory firms with an office in Des Moines, IA, headquartered elsewhere. https://advisorcensus.com/advisors/ia/des-moines/branch-offices
https://advisorcensus.com/advisors/ia/des-moines/branch-offices