Retirement Plan Advisors in Dallas County, IA
The top-ranked retirement plan advisors serving Dallas County, IA are Foster Group, Inc., Situsamc Real Estate Valuation Services, LLC and Weis Advisory. We list 11 retirement plan advisors serving Dallas 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 Dallas 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 Dallas County
- FOSTER GROUP, INC.Based in West Des Moines, IA
#2Situsamc Real Estate Valuation Services, LLC
SITUSAMC REAL ESTATE VALUATION SERVICES, LLCBased in West Des Moines, IA#3Weis Advisory
WEIS ADVISORY, LLCBased in Clive, IA#4Independent Wealth Network, Inc.
INDEPENDENT WEALTH NETWORK, INC.Serves this area from Urbandale, IA (14 mi)#5Integrity Alliance, LLC
INTEGRITY ALLIANCE, LLCServes this area from Urbandale, IA (15 mi)#6Retireright Consulting Group
RETIRERIGHT, LLCServes this area from West Des Moines, IA (16 mi)#7Valiant Wealth, LLC
VALIANT WEALTH, LLCServes this area from West Des Moines, IA (16 mi)#8Gilbert & Cook, Inc.
GILBERT & COOK, INC.Serves this area from West Des Moines, IA (17 mi)#9Van Diest Capital
VAN DIEST CAPITAL, LLCServes this area from Polk City, IA (18 mi)#10Principal Securities, Inc.
PRINCIPAL SECURITIES, INC.Serves this area from Des Moines, IA (22 mi)
1 more providers serving this area
- Btc Capital Management, Des Moines, IA (23 mi)
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Frequently asked questions
How many retirement plan advisors serve Dallas County?
We list 11 retirement plan advisors serving Dallas County, IA: 3 based there and 8 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 Dallas County?
The top-ranked retirement plan advisors serving Dallas County, IA are Foster Group, Inc., Situsamc Real Estate Valuation Services, LLC, Weis Advisory, Independent Wealth Network, Inc. and Integrity Alliance, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Dallas County are verified against official records?
10 of the top 10 match an active official record: Foster Group, Inc. (U.S. Securities and Exchange Commission), Situsamc Real Estate Valuation Services, 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 Integrity Alliance, LLC (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
Perry, Adel, Granger, Dallas Center, Van Meter, Woodward, De Soto, Redfield, Dexter, Minburn, Linden, Bouton, Dawson