Company lists · Data refreshed September 2026

Top 20 Asset management consulting firms based in West Des Moines, United States

RevenueBase identified 36 asset management consulting firms headquartered in West Des Moines, United States as of September 2026 and tracks 280 professional contacts across them, including 155 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in West Des Moines, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review
36Companies
280Contacts tracked
155Verified emails
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The 20 largest asset management consulting firms based in West Des Moines, United States

Ranked by team size
Top 20 of 36 asset management consulting firms based in West Des Moines, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to asset management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceWest Des Moines, IA, United StatesHQ checked Sep 14, 202651-20092 contacts →

Indirect evidence

“Since 1989, the team at Foster Group has been committed to helping you feel Truly Cared For®.”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceWest Des Moines, IA, United StatesHQ checked Sep 14, 202611-5041 contacts →

Indirect evidence

“For over three decades, individuals and families have secured their financial provisions by putting their wealth to work with Gilbert & Cook - accomplishing money goals, enhancing…”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceWest Des Moines, IA, United StatesHQ checked Sep 14, 20261-1011 contacts →

Indirect evidence

“We help clients align their values with their objectives by providing each client with an individually-tailored, custom plan for the future.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceWest Des Moines, IA, United StatesHQ checked Sep 14, 20261-109 contacts →

Indirect evidence

“To put it simply, we are here to help you.”

Source: RevenueBase Database · checked Sep 14, 2026
5Partial evidenceWest Des Moines, IA, United StatesHQ checked Sep 14, 20261-108 contacts →

Partial evidence

“Boelman Shaw Tax and Financial Planning is Des Moines' premier financial consulting company, providing a full range of tax, financial planning, and business services.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceWest Des Moines, IA, United StatesHQ checked Sep 14, 20261-108 contacts →

Indirect evidence

“At Compass Financial Services, we create a safe place for our clients as we walk alongside them, carving out a path towards their own goals and dreams.”

Source: RevenueBase Database · checked Sep 14, 2026
7Partial evidenceWest Des Moines, IA, United StatesHQ checked Sep 14, 20261-107 contacts →

Partial evidence

“Investment advisory services are offered through Vivid Wealth Management, LLC (VWM), a registered investment adviser.”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceWest Des Moines, IA, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“Wealth Advisors of Iowa (WAI) is an independent financial services company advising individuals, families, and businesses throughout the United States.”

Source: RevenueBase Database · checked Sep 14, 2026
9Partial evidenceWest Des Moines, IA, United StatesHQ checked Sep 14, 20261-105 contacts →

Partial evidence

“Desla Wealth Management is a fiduciary advisory firm committed to delivering financial guidance that brings clarity, confidence, and long‑term direction to every client.”

Source: RevenueBase Database · checked Sep 14, 2026
10Partial evidenceWest Des Moines, IA, United StatesHQ checked Sep 14, 20261-104 contacts →

Partial evidence

“For business owners and high achievers, attaining financial success requires more than mere management-it necessitates a strategic partnership.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceWest Des Moines, IA, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“Financial advisors that provide unbiased investment guidance and a customized plan to keep you on track of your individual or corporate goals.”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceWest Des Moines, IA, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“Bral Niedert Private Wealth Advisors is a team of experienced and credentialed investment and financial professionals dedicated to serving our clients with creativity and care.”

Source: RevenueBase Database · checked Sep 14, 2026
13Partial evidenceWest Des Moines, IA, United StatesHQ checked Sep 14, 20261-104 contacts →

Partial evidence

“Compensation Designs, LLC is a wealth management firm that believes in planning today for tomorrow’s future.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceWest Des Moines, IA, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“We love being real with our clients.”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceWest Des Moines, IA, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“Ballast Capital”

Source: RevenueBase Database · checked Sep 14, 2026
16Partial evidenceWest Des Moines, IA, United StatesHQ checked Sep 14, 20261-103 contacts →

Partial evidence

“Gremler Wealth Management is a forward-thinking financial planning firm where tradition meets innovation.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceWest Des Moines, IA, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“Our Company Premier Retirement Plan Advisors offers all-encompassing services to our clients, business and personal.”

Source: RevenueBase Database · checked Sep 14, 2026
18Strong evidenceWest Des Moines, IA, United StatesHQ checked Sep 14, 20261-102 contacts →

Strong evidence

“Iowa Wealth Management is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets.”

Source: RevenueBase Database · checked Sep 14, 2026
19Partial evidenceWest Des Moines, IA, United StatesHQ checked Sep 14, 20261-101 contacts →

Partial evidence

“Actis Wealth Management is a 100% locally-owned independent financial services firm.”

Source: RevenueBase Database · checked Sep 14, 2026
20Indirect evidenceWest Des Moines, IA, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Five Talents Financial was founded with the goal of assisting our clients in every aspect of their financial lives.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 20 of 36 asset management consulting firms based in West Des Moines, United States

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Asset management consulting firms based in West Des Moines, United States at a glance

As of Sep 14, 2026
55.4%Verified-email coverage
7.8Average contacts per company
1-10Median size (employees)
1477.8%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
31
11-50
4
51-200
1

Email recency for this list is measured across the whole United States list rather than for West Des Moines, so it is reported there. Company counts and contact totals on this page are exact for West Des Moines, over 36 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in West Des Moines, United States whose own description of what they do matches “asset management consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among asset management consulting firms, and records with no verified work email. Companies headquartered outside West Des Moines are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 155 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many asset management consulting firms are there based in West Des Moines, United States?

RevenueBase identified 36 asset management consulting firms headquartered in West Des Moines, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Foster Group, headquartered in West Des Moines, tops this list with the largest team on record.

Which city has the most asset management consulting firms?

New York leads with 532 headquartered companies, followed by Atlanta (243) and Houston (243).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 155 verified decision-maker contacts tracked across these 36 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.