Company lists · Data refreshed September 2026
Top 21 Wealth advisors for high net worth individuals based in West Des Moines, United States
RevenueBase identified 35 wealth advisors for high net worth individuals headquartered in West Des Moines, United States as of September 2026 and tracks 308 professional contacts across them, including 184 with verified work emails. New York is the largest hub.
This list covers wealth advisors for high net worth individuals 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.
The 21 largest wealth advisors for high net worth individuals based in West Des Moines, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 41 contacts → | ||||
Strong 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 25 contacts → | ||||
Indirect evidence “Throughout life you encounter tremendous financial choices, and making decisions can be intimidating.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 4 | 18 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 16 contacts → | ||||
Strong 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 contacts → | ||||
Indirect evidence “To put it simply, we are here to help you.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Strong 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Strong 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, 2026Thanks. The Data Team will review it. | |||||
| 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Strong 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “Ballast Capital” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Partial evidence “Gremler Wealth Management is a forward-thinking financial planning firm where tradition meets innovation.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “By clearing away the remnants of the past, a prairie fire sparks new growth.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Partial evidence “Our Company Premier Retirement Plan Advisors offers all-encompassing services to our clients, business and personal.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 19 | 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, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Partial evidence “Actis Wealth Management is a 100% locally-owned independent financial services firm.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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 22, 2026Thanks. The Data Team will review it. | |||||
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: wealth advisors for high net worth individuals. 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 wealth advisors for high net worth individuals.
- Partial evidence
- Its own public description names part of wealth advisors for high net worth individuals, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth advisors for high net worth individuals. 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 21 of 35 wealth advisors for high net worth individuals based in West Des Moines, United States
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Wealth advisors for high net worth individuals based in West Des Moines, United States at a glance
As of Sep 22, 2026Companies by employee count
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 35 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 wealth advisors for high net worth individuals, 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 “wealth advisors for high net worth individuals”. 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 wealth advisors for high net worth individuals), 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 wealth advisors for high net worth individuals, 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, 184 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.
Wealth advisors for high net worth individuals by metro in the United States
- Wealth advisors for high net worth individuals in New York430
- Wealth advisors for high net worth individuals in Atlanta240
- Wealth advisors for high net worth individuals in Houston233
- Wealth advisors for high net worth individuals in Dallas220
- Wealth advisors for high net worth individuals in San Diego197
- Wealth advisors for high net worth individuals in Chicago190
- Wealth advisors for high net worth individuals in Scottsdale169
- Wealth advisors for high net worth individuals in Austin161
- Wealth advisors for high net worth individuals in Charlotte153
- Wealth advisors for high net worth individuals in San Francisco148
- Wealth advisors for high net worth individuals in Denver143
- Wealth advisors for high net worth individuals in Boston136
- Wealth advisors for high net worth individuals in Miami133
- Wealth advisors for high net worth individuals in Los Angeles123
- Wealth advisors for high net worth individuals in Tampa120
- Wealth advisors for high net worth individuals in Cincinnati109
- Wealth advisors for high net worth individuals in Portland104
- Wealth advisors for high net worth individuals in Phoenix94
- Wealth advisors for high net worth individuals in Columbus93
- Wealth advisors for high net worth individuals in Overland Park92
- Wealth advisors for high net worth individuals in Irvine89
- Wealth advisors for high net worth individuals in Raleigh89
- Wealth advisors for high net worth individuals in Indianapolis87
- Wealth advisors for high net worth individuals in Seattle87
- Wealth advisors for high net worth individuals in Boca Raton85
- Wealth advisors for high net worth individuals in Newport Beach85
- Wealth advisors for high net worth individuals in Minneapolis80
- Wealth advisors for high net worth individuals in Bellevue79
- Wealth advisors for high net worth individuals in Pittsburgh79
- Wealth advisors for high net worth individuals in San Antonio78
- Wealth advisors for high net worth individuals in Birmingham75
- Wealth advisors for high net worth individuals in Columbia75
- Wealth advisors for high net worth individuals in Omaha75
- Wealth advisors for high net worth individuals in Grand Rapids72
- Wealth advisors for high net worth individuals in Las Vegas66
- Wealth advisors for high net worth individuals in Greenville65
- Wealth advisors for high net worth individuals in Nashville65
- Wealth advisors for high net worth individuals in Louisville64
- Wealth advisors for high net worth individuals in Greenwood Village63
- Wealth advisors for high net worth individuals in Sarasota63
- Wealth advisors for high net worth individuals in Colorado Springs62
- Wealth advisors for high net worth individuals in Fort Worth62
- Wealth advisors for high net worth individuals in Madison62
- Wealth advisors for high net worth individuals in Jacksonville60
- Wealth advisors for high net worth individuals in Richmond60
- Wealth advisors for high net worth individuals in Rochester60
- Wealth advisors for high net worth individuals in Wilmington60
- Wealth advisors for high net worth individuals in Springfield57
- Wealth advisors for high net worth individuals in Lexington56
- Wealth advisors for high net worth individuals in Salt Lake City56
- Wealth advisors for high net worth individuals in Washington56
- Wealth advisors for high net worth individuals in Orlando55
- Wealth advisors for high net worth individuals in Plano54
- Wealth advisors for high net worth individuals in Walnut Creek52
- Wealth advisors for high net worth individuals in Tulsa51
- Wealth advisors for high net worth individuals in Fort Lauderdale50
- Wealth advisors for high net worth individuals in Troy50
- Wealth advisors for high net worth individuals in Memphis49
- Wealth advisors for high net worth individuals in San Jose49
- Wealth advisors for high net worth individuals in Cleveland48
- Wealth advisors for high net worth individuals in Pasadena48
- Wealth advisors for high net worth individuals in Franklin47
- Wealth advisors for high net worth individuals in Naples46
- Wealth advisors for high net worth individuals in Philadelphia46
- Wealth advisors for high net worth individuals in Tucson45
- Wealth advisors for high net worth individuals in Alpharetta44
- Wealth advisors for high net worth individuals in Coral Gables44
- Wealth advisors for high net worth individuals in Melville43
- Wealth advisors for high net worth individuals in Westlake Village41
- Wealth advisors for high net worth individuals in Knoxville40
- Wealth advisors for high net worth individuals in Lake Oswego40
- Wealth advisors for high net worth individuals in Oklahoma City40
- Wealth advisors for high net worth individuals in Baton Rouge39
- Wealth advisors for high net worth individuals in Bethesda39
- Wealth advisors for high net worth individuals in Lafayette39
- Wealth advisors for high net worth individuals in Beverly Hills38
- Wealth advisors for high net worth individuals in St Louis38
- Wealth advisors for high net worth individuals in The Woodlands38
- Wealth advisors for high net worth individuals in Frisco37
- Wealth advisors for high net worth individuals in Fort Collins36
- Wealth advisors for high net worth individuals in Kansas City36
- Wealth advisors for high net worth individuals in Plymouth36
- Wealth advisors for high net worth individuals in Virginia Beach36
- Wealth advisors for high net worth individuals in Brentwood35
- Wealth advisors for high net worth individuals in Charleston35
- Wealth advisors for high net worth individuals in West Des Moines35
- Wealth advisors for high net worth individuals in Bloomington34
- Wealth advisors for high net worth individuals in Greensboro34
- Wealth advisors for high net worth individuals in Lincoln34
- Wealth advisors for high net worth individuals in Roseville34
- Wealth advisors for high net worth individuals in Boulder33
- Wealth advisors for high net worth individuals in Buffalo33
- Wealth advisors for high net worth individuals in Westport33
- Wealth advisors for high net worth individuals in Chesterfield32
- Wealth advisors for high net worth individuals in Jackson32
- Wealth advisors for high net worth individuals in Mclean32
- Wealth advisors for high net worth individuals in Minnetonka32
- Wealth advisors for high net worth individuals in Ann Arbor31
- Wealth advisors for high net worth individuals in Englewood31
- Wealth advisors for high net worth individuals in Fort Wayne31
- Wealth advisors for high net worth individuals in Red Bank31
- Wealth advisors for high net worth individuals in St. Louis31
- Wealth advisors for high net worth individuals in West Chester31
- Wealth advisors for high net worth individuals in Woodbury31
- Wealth advisors for high net worth individuals in Reston30
- Wealth advisors for high net worth individuals in Sacramento30
- Wealth advisors for high net worth individuals in Annapolis29
- Wealth advisors for high net worth individuals in Carlsbad29
- Wealth advisors for high net worth individuals in Chattanooga29
- Wealth advisors for high net worth individuals in Little Rock29
- Wealth advisors for high net worth individuals in Pittsford29
- Wealth advisors for high net worth individuals in Reno29
- Wealth advisors for high net worth individuals in Santa Barbara29
- Wealth advisors for high net worth individuals in Southfield29
- Wealth advisors for high net worth individuals in Wichita29
- Wealth advisors for high net worth individuals in Alexandria28
- Wealth advisors for high net worth individuals in Edina28
- Wealth advisors for high net worth individuals in Lancaster28
- Wealth advisors for high net worth individuals in Marietta28
- Wealth advisors for high net worth individuals in Northbrook28
- Wealth advisors for high net worth individuals in Rockville28
- Wealth advisors for high net worth individuals in Tempe28
- Wealth advisors for high net worth individuals in Arlington27
- Wealth advisors for high net worth individuals in Bend27
- Wealth advisors for high net worth individuals in Bloomfield Hills27
- Wealth advisors for high net worth individuals in Boise27
- Wealth advisors for high net worth individuals in Lakewood27
- Wealth advisors for high net worth individuals in Princeton27
- Wealth advisors for high net worth individuals in Providence27
- Wealth advisors for high net worth individuals in Southlake27
- Wealth advisors for high net worth individuals in Stamford27
- Wealth advisors for high net worth individuals in Wayne27
- Wealth advisors for high net worth individuals in Albuquerque26
- Wealth advisors for high net worth individuals in Littleton26
- Wealth advisors for high net worth individuals in Morristown26
- Wealth advisors for high net worth individuals in Naperville26
- Wealth advisors for high net worth individuals in Baltimore25
- Wealth advisors for high net worth individuals in Canton25
- Wealth advisors for high net worth individuals in Carmel25
- Wealth advisors for high net worth individuals in Honolulu25
- Wealth advisors for high net worth individuals in Salem25
- Wealth advisors for high net worth individuals in St Petersburg25
- Wealth advisors for high net worth individuals in Winston-Salem25
- Wealth advisors for high net worth individuals in Winter Park25
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 wealth advisors for high net worth individuals, 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 wealth advisors for high net worth individuals are there based in West Des Moines, United States?
RevenueBase identified 35 wealth advisors for high net worth individuals 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 wealth advisors for high net worth individuals?
New York leads with 430 headquartered companies, followed by Atlanta (240) and Houston (233).
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 184 verified decision-maker contacts tracked across these 35 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.
Ready to reach these companies? Verified emails and direct dials for all 35 wealth advisors for high net worth individuals based in West Des Moines, United States. Start with a free account, no credit card.
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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.
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