Company lists · Data refreshed September 2026

Top 25 Retirement plan advisors based in West Des Moines, United States

Name: Retirement plan advisors based in West Des Moines, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 44 companies tracked

RevenueBase identified 44 retirement plan advisors headquartered in West Des Moines, United States as of September 2026 and tracks 384 professional contacts across them, including 208 with verified work emails. New York is the largest hub.

This list covers retirement plan advisors 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 21, 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 21, 2026 86% judged on-target in blind review

44Companies

384Contacts tracked

208Verified emails

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The 25 largest retirement plan advisors based in West Des Moines, United States

Ranked by team size

Top 25 of 44 retirement plan advisors based in West Des Moines, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to retirement plan advisors: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Foster Group	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	51-200	92 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 21, 2026
2	Gilbert & Cook, INC	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	11-50	41 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 21, 2026
3	Finway Group, A Strongpoint Partner	Strong evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	11-50	28 contacts →
	Strong evidence “The Finway Group was originally founded in 1997 providing Consulting, Third Party Administration and Compliance to retirement plans across the country.” Source: RevenueBase Database · checked Sep 21, 2026
4	Syverson Strege	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	11-50	25 contacts →
	Indirect evidence “Throughout life you encounter tremendous financial choices, and making decisions can be intimidating.” Source: RevenueBase Database · checked Sep 21, 2026
5	Qualified Plan Consultants, LLC	Strong evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	11-50	16 contacts →
	Strong evidence “Qualified Plan Consultants, LLC (“QPC”) believes in the notion that business owners should be able to focus on running their business, and not on running their retirement plans.” Source: RevenueBase Database · checked Sep 21, 2026
6	Harvest Point Wealth Management	Partial evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	1-10	11 contacts →
	Partial 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 21, 2026
7	Naviture	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	1-10	9 contacts →
	Indirect evidence “To put it simply, we are here to help you.” Source: RevenueBase Database · checked Sep 21, 2026
8	Boelman Shaw TAX And Financial Planning	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	1-10	8 contacts →
	Indirect 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 21, 2026
9	Compass Financial Services	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	1-10	8 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 21, 2026
10	Vivid TAX & Wealth Advisors	Partial evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	1-10	7 contacts →
	Partial evidence “Investment advisory services are offered through Vivid Wealth Management, LLC (VWM), a registered investment adviser.” Source: RevenueBase Database · checked Sep 21, 2026
11	Wealth Advisors Of Iowa, LLC	Partial evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	1-10	5 contacts →
	Partial 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 21, 2026
12	Desla Wealth Management	Partial evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	1-10	5 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 21, 2026
13	TWO Oaks Wealth	Strong evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	1-10	4 contacts →
	Strong 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 21, 2026
14	Bral Niedert Private Wealth Advisors	Partial evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	1-10	4 contacts →
	Partial 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 21, 2026
15	Compensation Designs, LLC	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	1-10	4 contacts →
	Indirect evidence “Compensation Designs, LLC is a wealth management firm that believes in planning today for tomorrow’s future.” Source: RevenueBase Database · checked Sep 21, 2026
16	R2 Financial Strategies	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Indirect evidence “We love being real with our clients.” Source: RevenueBase Database · checked Sep 21, 2026
17	Ballast Capital Advisors LLC	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Indirect evidence “Ballast Capital” Source: RevenueBase Database · checked Sep 21, 2026
18	Gremler Wealth Management	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Indirect evidence “Gremler Wealth Management is a forward-thinking financial planning firm where tradition meets innovation.” Source: RevenueBase Database · checked Sep 21, 2026
19	Prairiefire Wealth Planning	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Indirect evidence “By clearing away the remnants of the past, a prairie fire sparks new growth.” Source: RevenueBase Database · checked Sep 21, 2026
20	Premier Retirement Plan Advisors	Strong evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Strong evidence “Our Company Premier Retirement Plan Advisors offers all-encompassing services to our clients, business and personal.” Source: RevenueBase Database · checked Sep 21, 2026
21	Acadia Legacy Group	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026
22	Iowa Wealth Management	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	1-10	2 contacts →
	Indirect 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 21, 2026
23	Actis Wealth Management	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	1-10	1 contacts →
	Indirect evidence “Actis Wealth Management is a 100% locally-owned independent financial services firm.” Source: RevenueBase Database · checked Sep 21, 2026
24	Five Talents Advisory	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	1-10	1 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 21, 2026
25	Heartland Financial Resource Group, INC	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 21, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: retirement plan advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names retirement plan advisors.
Partial evidence: Its own public description names part of retirement plan advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name retirement plan advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 44 retirement plan advisors based in West Des Moines, United States

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Retirement plan advisors based in West Des Moines, United States at a glance

As of Sep 21, 2026

54.2%Verified-email coverage

8.7Average contacts per company

1-10Median size (employees)

904.5%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 44 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 retirement plan advisors, 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 “retirement plan advisors”. 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 retirement plan advisors), 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 retirement plan advisors, 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, 208 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 21, 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.

Retirement plan advisors 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 retirement plan advisors, 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 retirement plan advisors are there based in West Des Moines, United States?

RevenueBase identified 44 retirement plan advisors 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 retirement plan advisors?

New York leads with 398 headquartered companies, followed by Houston (260) and Atlanta (253).

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 208 verified decision-maker contacts tracked across these 44 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 21, 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.