#1Van Diest Capital
VAN DIEST CAPITAL, LLC
Serves this area from Polk City, IA (22 mi)
Retirement Plan Advisors in Boone County, IA
The top-ranked retirement plan advisors serving Boone County, IA are Van Diest Capital, Integrity Alliance, LLC and Weis Advisory. We list 11 retirement plan advisors serving Boone County, IA. 11 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 Boone County, IA. 11 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Boone County
#2Integrity Alliance, LLC
INTEGRITY ALLIANCE, LLCServes this area from Urbandale, IA (29 mi)#3Weis Advisory
WEIS ADVISORY, LLCServes this area from Clive, IA (30 mi)#4Independent Wealth Network, Inc.
INDEPENDENT WEALTH NETWORK, INC.Serves this area from Urbandale, IA (30 mi)#5Foster Group, Inc.
FOSTER GROUP, INC.Serves this area from West Des Moines, IA (32 mi)#6Situsamc Real Estate Valuation Services, LLC
SITUSAMC REAL ESTATE VALUATION SERVICES, LLCServes this area from West Des Moines, IA (32 mi)#7Retireright Consulting Group
RETIRERIGHT, LLCServes this area from West Des Moines, IA (33 mi)#8Valiant Wealth, LLC
VALIANT WEALTH, LLCServes this area from West Des Moines, IA (33 mi)#9Principal Securities, Inc.
PRINCIPAL SECURITIES, INC.Serves this area from Des Moines, IA (35 mi)#10Btc Capital Management
BTC CAPITAL MANAGEMENT, INC.Serves this area from Des Moines, IA (35 mi)
1 more providers serving this area
- Gilbert & Cook, Inc., West Des Moines, IA (35 mi)
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Frequently asked questions
How many retirement plan advisors serve Boone County?
We list 11 retirement plan advisors serving Boone County, IA: 0 based there and 11 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Boone County?
The top-ranked retirement plan advisors serving Boone County, IA are Van Diest Capital, Integrity Alliance, LLC, Weis Advisory, Independent Wealth Network, Inc. and Foster Group, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Boone County are verified against official records?
10 of the top 10 match an active official record: Van Diest Capital (U.S. Securities and Exchange Commission), Integrity Alliance, LLC (U.S. Securities and Exchange Commission), Weis Advisory (U.S. Securities and Exchange Commission), Independent Wealth Network, Inc. (U.S. Securities and Exchange Commission) and Foster Group, Inc. (U.S. Securities and Exchange Commission), and 5 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 .
Communities served
Boone, Madrid, Ogden, Boxholm, Pilot Mound, Luther, Fraser, Beaver, Berkley