Company lists · Data refreshed September 2026

Top 25 Senior financial planning firms based in West Des Moines, United States

Name: Senior financial planning firms 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 22, 2026 45 companies tracked

RevenueBase identified 45 senior financial planning firms headquartered in West Des Moines, United States as of September 2026 and tracks 354 professional contacts across them, including 202 with verified work emails. New York is the largest hub.

This list covers senior financial planning 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 22, 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 22, 2026 86% judged on-target in blind review

45Companies

354Contacts tracked

202Verified emails

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The 25 largest senior financial planning firms based in West Des Moines, United States

Ranked by team size

Top 25 of 45 senior financial planning firms based in West Des Moines, United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to senior financial planning 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Foster Group	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 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 22, 2026
2	Gilbert & Cook, INC	Partial evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 2026	11-50	41 contacts →
	Partial 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 22, 2026
3	Syverson Strege	Partial evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 2026	11-50	25 contacts →
	Partial evidence “Throughout life you encounter tremendous financial choices, and making decisions can be intimidating.” Source: RevenueBase Database · checked Sep 22, 2026
4	Valiant Wealth, LLC	Strong evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 2026	1-10	18 contacts →
	Strong evidence “Valiant Wealth is a boutique multi-family office and financial planning firm with offices in West Des Moines, IA, Franklin, TN, and Jupiter, FL.” Source: RevenueBase Database · checked Sep 22, 2026
5	Insight Wealth Group	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 2026	1-10	16 contacts →
	Indirect evidence “Insight Wealth Group works with a select group of high net worth investors to provide a holistic approach to wealth management.” Source: RevenueBase Database · checked Sep 22, 2026
6	Harvest Point Wealth Management	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 2026	1-10	11 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 22, 2026
7	Naviture	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 2026	1-10	9 contacts →
	Indirect evidence “To put it simply, we are here to help you.” Source: RevenueBase Database · checked Sep 22, 2026
8	Boelman Shaw TAX And Financial Planning	Strong evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 2026	1-10	8 contacts →
	Strong 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 22, 2026
9	Compass Financial Services	Partial evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 2026	1-10	8 contacts →
	Partial 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 22, 2026
10	Vivid TAX & Wealth Advisors	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 2026	1-10	7 contacts →
	Indirect evidence “Investment advisory services are offered through Vivid Wealth Management, LLC (VWM), a registered investment adviser.” Source: RevenueBase Database · checked Sep 22, 2026
11	Wealth Advisors Of Iowa, LLC	Partial evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 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 22, 2026
12	Desla Wealth Management	Partial evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 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 22, 2026
13	Triangle Financial Services, INC	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 2026	1-10	5 contacts →
	Indirect evidence “Grow, preserve and enjoy your finances throughout a lifetime of changes.” Source: RevenueBase Database · checked Sep 22, 2026
14	Total Wealth	Partial evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 2026	1-10	4 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 22, 2026
15	TWO Oaks Wealth	Partial evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 2026	1-10	4 contacts →
	Partial 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 22, 2026
16	Bral Niedert Private Wealth Advisors	Partial evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 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 22, 2026
17	Compensation Designs, LLC	Partial evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 2026	1-10	4 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 22, 2026
18	R2 Financial Strategies	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 2026	1-10	3 contacts →
	Indirect evidence “We love being real with our clients.” Source: RevenueBase Database · checked Sep 22, 2026
19	Ballast Capital Advisors LLC	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 2026	1-10	3 contacts →
	Indirect evidence “Ballast Capital” Source: RevenueBase Database · checked Sep 22, 2026
20	Gremler Wealth Management	Strong evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 2026	1-10	3 contacts →
	Strong evidence “Gremler Wealth Management is a forward-thinking financial planning firm where tradition meets innovation.” Source: RevenueBase Database · checked Sep 22, 2026
21	Prairiefire Wealth Planning	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 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 22, 2026
22	Premier Retirement Plan Advisors	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 2026	1-10	3 contacts →
	Indirect evidence “Our Company Premier Retirement Plan Advisors offers all-encompassing services to our clients, business and personal.” Source: RevenueBase Database · checked Sep 22, 2026
23	Acadia Legacy Group	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026
24	Iowa Wealth Management	Partial evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 2026	1-10	2 contacts →
	Partial 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 22, 2026
25	Actis Wealth Management	Partial evidence	West Des Moines, IA, United StatesHQ checked Sep 22, 2026	1-10	1 contacts →
	Partial evidence “Actis Wealth Management is a 100% locally-owned independent financial services firm.” Source: RevenueBase Database · checked Sep 22, 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: senior financial planning firms. 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 senior financial planning firms.
Partial evidence: Its own public description names part of senior financial planning firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name senior financial planning firms. 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 45 senior financial planning firms based in West Des Moines, United States

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Senior financial planning firms based in West Des Moines, United States at a glance

As of Sep 22, 2026

57.1%Verified-email coverage

7.9Average contacts per company

1-10Median size (employees)

831.1%Largest-city concentration · New York

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 45 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 senior financial planning 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 “senior financial planning 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 senior financial planning 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 senior financial planning 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, 202 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 22, 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.

Senior financial planning 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 senior financial planning 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 senior financial planning firms are there based in West Des Moines, United States?

RevenueBase identified 45 senior financial planning 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 senior financial planning firms?

New York leads with 374 headquartered companies, followed by Houston (258) and Atlanta (256).

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 202 verified decision-maker contacts tracked across these 45 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 22, 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.