#1Btc Capital Management
BTC CAPITAL MANAGEMENT, INC.
Based in Des Moines, IA
Retirement Plan Advisors in Polk County, IA
The top-ranked retirement plan advisors serving Polk County, IA are Btc Capital Management, Gilbert & Cook, Inc. and Independent Wealth Network, Inc.. We list 11 retirement plan advisors serving Polk 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 Polk 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 Polk County
#2Gilbert & Cook, Inc.
GILBERT & COOK, INC.Based in West Des Moines, IA#3Independent Wealth Network, Inc.
INDEPENDENT WEALTH NETWORK, INC.Based in Urbandale, IA#4Integrity Alliance, LLC
INTEGRITY ALLIANCE, LLCBased in Urbandale, IA#5Principal Securities, Inc.
PRINCIPAL SECURITIES, INC.Based in Des Moines, IA#6Retireright Consulting Group
RETIRERIGHT, LLCBased in West Des Moines, IA#7Valiant Wealth, LLC
VALIANT WEALTH, LLCBased in West Des Moines, IA#8Van Diest Capital
VAN DIEST CAPITAL, LLCBased in Polk City, IA#9Foster Group, Inc.
FOSTER GROUP, INC.Serves this area from West Des Moines, IA (14 mi)#10Situsamc Real Estate Valuation Services, LLC
SITUSAMC REAL ESTATE VALUATION SERVICES, LLCServes this area from West Des Moines, IA (14 mi)
1 more providers serving this area
- Weis Advisory, Clive, IA (15 mi)
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Frequently asked questions
How many retirement plan advisors serve Polk County?
We list 11 retirement plan advisors serving Polk County, IA: 8 based there and 3 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 Polk County?
The top-ranked retirement plan advisors serving Polk County, IA are Btc Capital Management, Gilbert & Cook, Inc., Independent Wealth Network, Inc., Integrity Alliance, LLC and Principal Securities, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Polk County are verified against official records?
10 of the top 10 match an active official record: Btc Capital Management (U.S. Securities and Exchange Commission), Gilbert & Cook, Inc. (U.S. Securities and Exchange Commission), Independent Wealth Network, Inc. (U.S. Securities and Exchange Commission), Integrity Alliance, LLC (U.S. Securities and Exchange Commission) and Principal Securities, 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 .
Cities in Polk County
Communities served
Altoona, Clive, Grimes, Pleasant Hill, Bondurant, Polk City, Windsor Heights, Carlisle, Saylorville, Mitchellville, Elkhart, Runnells, Alleman, Sheldahl