#1 Van Diest Capital
VAN DIEST CAPITAL, LLC
Serves this area from Polk City, IA (18 mi)
Call (515) 620-2085Retirement Plan Advisors in Ames, IA
The top-ranked retirement plan advisors serving Ames, IA are Van Diest Capital, Integrity Alliance, LLC and Independent Wealth Network, Inc.. We list 8 retirement plan advisors serving Ames, IA. 8 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Ames, IA (Story County). 8 providers, 8 of the top 8 verified against federal or state records. Registry records checked on 2026-11-04.
Top 8 ranked retirement plan advisors for Ames
#2 Integrity Alliance, LLC
INTEGRITY ALLIANCE, LLCServes this area from Urbandale, IA (28 mi)Call (877) 886-1939 · Website#3 Independent Wealth Network, Inc.
INDEPENDENT WEALTH NETWORK, INC.Serves this area from Urbandale, IA (30 mi)Call (515) 461-5123 · Website#4 Principal Securities, Inc.
PRINCIPAL SECURITIES, INC.Serves this area from Des Moines, IA (30 mi)Call (888) 774-6267#5 Btc Capital Management
BTC CAPITAL MANAGEMENT, INC.Serves this area from Des Moines, IA (30 mi)Call (515) 245-5638#6 Retireright Consulting Group
RETIRERIGHT, LLCServes this area from West Des Moines, IA (31 mi)Call (515) 868-0309 · Website#7 Valiant Wealth, LLC
VALIANT WEALTH, LLCServes this area from West Des Moines, IA (31 mi)Call (515) 223-6068 · Website#8 Gilbert & Cook, Inc.
GILBERT & COOK, INC.Serves this area from West Des Moines, IA (34 mi)Call (515) 270-6444 · Website
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Frequently asked questions
How many retirement plan advisors serve Ames?
We list 8 retirement plan advisors serving Ames, IA: 0 based there and 8 serving it from nearby. 8 of the top 8 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Ames?
The top-ranked retirement plan advisors serving Ames, IA are Van Diest Capital, Integrity Alliance, LLC, Independent Wealth Network, Inc., Principal Securities, Inc. and Btc Capital Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Ames are verified against official records?
8 of the top 8 match an active official record: Van Diest Capital (U.S. Securities and Exchange Commission), Integrity Alliance, LLC (U.S. Securities and Exchange Commission), Independent Wealth Network, Inc. (U.S. Securities and Exchange Commission), Principal Securities, Inc. (U.S. Securities and Exchange Commission) and Btc Capital Management (U.S. Securities and Exchange Commission), and 3 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .