#1Btc Capital Management
BTC CAPITAL MANAGEMENT, INC.
Serves this area from Des Moines, IA (33 mi)
Retirement Plan Advisors in Marion County, IA
The top-ranked retirement plan advisors serving Marion County, IA are Btc Capital Management, Principal Securities, Inc. and Gilbert & Cook, Inc.. We list 8 retirement plan advisors serving Marion County, 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 Marion County, IA. 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 Marion County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Btc Capital Management | SEC-registered investment adviser (CRD)#127158 | Des Moines, IA (33 mi) | (515) 245-5638 |
| 2 | Principal Securities, Inc. | SEC-registered investment adviser (CRD)#1137 | Des Moines, IA (33 mi) | (888) 774-6267 |
| 3 | Gilbert & Cook, Inc. | SEC-registered investment adviser (CRD)#283112 | West Des Moines, IA (38 mi) | (515) 270-6444 |
| 4 | Valiant Wealth, LLC | SEC-registered investment adviser (CRD)#146911 | West Des Moines, IA (38 mi) | (515) 223-6068 |
| 5 | Retireright Consulting Group | SEC-registered investment adviser (CRD)#300925 | West Des Moines, IA (39 mi) | (515) 868-0309 |
| 6 | Integrity Alliance, LLC | SEC-registered investment adviser (CRD)#139627 | Urbandale, IA (41 mi) | (877) 886-1939 |
| 7 | Independent Wealth Network, Inc. | SEC-registered investment adviser (CRD)#286262 | Urbandale, IA (41 mi) | (515) 461-5123 |
| 8 | Van Diest Capital | SEC-registered investment adviser (CRD)#334743 | Polk City, IA (44 mi) | (515) 620-2085 |
#2Principal Securities, Inc.
PRINCIPAL SECURITIES, INC.Serves this area from Des Moines, IA (33 mi)#3Gilbert & Cook, Inc.
GILBERT & COOK, INC.Serves this area from West Des Moines, IA (38 mi)#4Valiant Wealth, LLC
VALIANT WEALTH, LLCServes this area from West Des Moines, IA (38 mi)#5Retireright Consulting Group
RETIRERIGHT, LLCServes this area from West Des Moines, IA (39 mi)#6Integrity Alliance, LLC
INTEGRITY ALLIANCE, LLCServes this area from Urbandale, IA (41 mi)#7Independent Wealth Network, Inc.
INDEPENDENT WEALTH NETWORK, INC.Serves this area from Urbandale, IA (41 mi)#8Van Diest Capital
VAN DIEST CAPITAL, LLCServes this area from Polk City, IA (44 mi)
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Frequently asked questions
How many retirement plan advisors serve Marion County?
We list 8 retirement plan advisors serving Marion County, 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 Marion County?
The top-ranked retirement plan advisors serving Marion County, IA are Btc Capital Management, Principal Securities, Inc., Gilbert & Cook, Inc., Valiant Wealth, LLC and Retireright Consulting Group. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Marion County are verified against official records?
8 of the top 8 match an active official record: Btc Capital Management (U.S. Securities and Exchange Commission), Principal Securities, Inc. (U.S. Securities and Exchange Commission), Gilbert & Cook, Inc. (U.S. Securities and Exchange Commission), Valiant Wealth, LLC (U.S. Securities and Exchange Commission) and Retireright Consulting Group (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 .
Communities served
Pella, Knoxville, Pleasantville, Melcher-Dallas, Bussey, Harvey, Hamilton, Swan, Marysville