#1Van Diest Capital
VAN DIEST CAPITAL, LLC
Serves this area from Polk City, IA (22 mi)
Retirement Plan Advisors in Story County, IA
The top-ranked retirement plan advisors serving Story County, IA are Van Diest Capital, Integrity Alliance, LLC and Principal Securities, Inc.. We list 8 retirement plan advisors serving Story 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 Story 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 Story County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Van Diest Capital | SEC-registered investment adviser (CRD)#334743 | Polk City, IA (22 mi) | (515) 620-2085 |
| 2 | Integrity Alliance, LLC | SEC-registered investment adviser (CRD)#139627 | Urbandale, IA (32 mi) | (877) 886-1939 |
| 3 | Principal Securities, Inc. | SEC-registered investment adviser (CRD)#1137 | Des Moines, IA (32 mi) | (888) 774-6267 |
| 4 | Btc Capital Management | SEC-registered investment adviser (CRD)#127158 | Des Moines, IA (32 mi) | (515) 245-5638 |
| 5 | Independent Wealth Network, Inc. | SEC-registered investment adviser (CRD)#286262 | Urbandale, IA (34 mi) | (515) 461-5123 |
| 6 | Retireright Consulting Group | SEC-registered investment adviser (CRD)#300925 | West Des Moines, IA (34 mi) | (515) 868-0309 |
| 7 | Valiant Wealth, LLC | SEC-registered investment adviser (CRD)#146911 | West Des Moines, IA (34 mi) | (515) 223-6068 |
| 8 | Gilbert & Cook, Inc. | SEC-registered investment adviser (CRD)#283112 | West Des Moines, IA (38 mi) | (515) 270-6444 |
#2Integrity Alliance, LLC
INTEGRITY ALLIANCE, LLCServes this area from Urbandale, IA (32 mi)#3Principal Securities, Inc.
PRINCIPAL SECURITIES, INC.Serves this area from Des Moines, IA (32 mi)#4Btc Capital Management
BTC CAPITAL MANAGEMENT, INC.Serves this area from Des Moines, IA (32 mi)#5Independent Wealth Network, Inc.
INDEPENDENT WEALTH NETWORK, INC.Serves this area from Urbandale, IA (34 mi)#6Retireright Consulting Group
RETIRERIGHT, LLCServes this area from West Des Moines, IA (34 mi)#7Valiant Wealth, LLC
VALIANT WEALTH, LLCServes this area from West Des Moines, IA (34 mi)#8Gilbert & Cook, Inc.
GILBERT & COOK, INC.Serves this area from West Des Moines, IA (38 mi)
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Frequently asked questions
How many retirement plan advisors serve Story County?
We list 8 retirement plan advisors serving Story 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 Story County?
The top-ranked retirement plan advisors serving Story County, IA are Van Diest Capital, Integrity Alliance, LLC, Principal Securities, Inc., Btc Capital Management and Independent Wealth Network, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Story County 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), Principal Securities, Inc. (U.S. Securities and Exchange Commission), Btc Capital Management (U.S. Securities and Exchange Commission) and Independent Wealth Network, Inc. (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 .
Cities in Story County
Communities served
Nevada, Huxley, Story City, Slater, Gilbert, Roland, Maxwell, Colo, Cambridge, Zearing, Collins, McCallsburg, Kelley