AdvisorCensus / Financial advisors / Iowa / Des Moines, IA / Charles Schwab
Financial advisors in Des Moines, IA using Charles Schwab
24 SEC-registered investment advisory firms headquartered in the Des Moines, IA metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Acadia Legacy Group | Clive | SEC-registered investment adviser | $100 million to $500 million |
| Aegis Wealth Management, Inc. | Guthrie Center | SEC-registered investment adviser | $100 million to $500 million |
| AO Wealth Advisory | Urbandale | SEC-registered investment adviser | $100 million to $500 million |
| Boyle Capital | West des Moines | SEC-registered investment adviser | $100 million to $500 million |
| Forrest Financial Services | Windsor Heights | SEC-registered investment adviser | $100 million to $500 million |
| Foster Group, Inc. | West des Moines | SEC-registered investment adviser | $1 billion to $5 billion |
| Gilbert & Cook, Inc. | West des Moines | SEC-registered investment adviser | $1 billion to $5 billion |
| Independent Wealth Network, Inc. | Urbandale | SEC-registered investment adviser | $500 million to $1 billion |
| Integrity Alliance, LLC | Urbandale | SEC-registered investment adviser | Over $5 billion |
| Iowa Wealth Management, LLC | West des Moines | SEC-registered investment adviser | $100 million to $500 million |
| Kane Company Wealth Management, Inc. | Johnston | SEC-registered investment adviser | $100 million to $500 million |
| Legacy Bridge Private Family Offices | West des Moines | SEC-registered investment adviser | $100 million to $500 million |
| Legacy Financial Group | Des Moines | SEC-registered investment adviser | $1 billion to $5 billion |
| Merkle Retirement Planning | Grimes | SEC-registered investment adviser | $500 million to $1 billion |
| Midwest Heritage Financial Advisors | West des Moines | SEC-registered investment adviser | $100 million to $500 million |
| Mokosak Advisory Group, LLC | Urbandale | SEC-registered investment adviser | $100 million to $500 million |
| Paladin Wealth Partners | Clive | SEC-registered investment adviser | $100 million to $500 million |
| RIA Advisory Group, LLC | Des Moines | SEC-registered investment adviser | $500 million to $1 billion |
| Syverson Strege | West des Moines | SEC-registered investment adviser | $500 million to $1 billion |
| Valiant Wealth, LLC | West des Moines | SEC-registered investment adviser | $100 million to $500 million |
| Van Diest Capital | Polk City | SEC-registered investment adviser | $100 million to $500 million |
| Vivid Wealth Management, LLC | West des Moines | SEC-registered investment adviser | $100 million to $500 million |
| Wealth Advisors of Iowa, LLC | West des Moines | SEC-registered investment adviser | $500 million to $1 billion |
| West Financial Advisors, L.L.C. | Des Moines | SEC-registered investment adviser | $500 million to $1 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Des Moines, IA using Charles Schwab. https://advisorcensus.com/advisors/ia/des-moines/custodians/charles-schwab https://advisorcensus.com/advisors/ia/des-moines/custodians/charles-schwab