Which Iowa wealth advisers made Forbes best-in-state list?

Four Greater Des Moines wealth advisers were named among 10 Iowa firms highlighted by Forbes as Best-In-State Wealth Advisors. The criteria, developed by Shook Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews and quantitative data. Advisers who were considered have a minimum of seven years of experience; the algorithm weighs factors like revenue trends, assets under management, compliance records and industry experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data, according to Forbes. Neither Forbes nor Shook receive a fee in exchange for rankings.