Skip to content

Financial Planners in Clive, IA: 2026 rankings

69 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Clive: Tax Doctor, RFA Score 77/100; 4.8★ from 297 Google reviews.

  2. 25

    Most-reviewed: Principal Financial Group, 170 Google reviews at 3.5★, the most of 69 ranked after Tax Doctor; ranked #25.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

69 Clive financial planners are ranked here by RFA Score, from eight published factors. 6 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 69 rated firms.

Top 10 financial planners in Clive at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Clive at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Tax Doctor774.8★ (297)Des Moines, 3 mi away—Top score
2Financial Plus Credit Union744.5★ (145)West Des Moines, 1 mi awaySat—
3Gremler Wealth Management745.0★ (57)West Des Moines, 2 mi away——
4Foster Group735.0★ (59)Urbandale, 4 mi away——
5Merkle Retirement Planning725.0★ (48)Grimes, 6 mi away——
6Financial Partners Group715.0★ (29)West Des Moines, 5 mi away——
7Expedition Financial Group705.0★ (15)West Des Moines, 2 mi away——
8Matt Reed - COUNTRY Financial Representative704.9★ (16)Urbandale, 2 mi away——
9Smith-Kenyon Insurance Resources, LLC - Des Moines695.0★ (14)West Des Moines, 2 mi away——
10Harvest Point® Wealth Management695.0★ (14)West Des Moines, 2 mi away——

All 69 financial planners in Clive, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Clive

    #1 Tax Doctor

    Based in Des Moines, 3 mi away

    77/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 297 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 297 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    3512 Ingersoll Ave, Des Moines, IA 50312
    View profile for Tax Doctor(515) 883-1955

  2. #2 Financial Plus Credit Union

    Based in West Des Moines, 1 mi away

    74/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.5★ from 145 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 145 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1831 25th St, West Des Moines, IA 50266
    View profile for Financial Plus Credit Union(515) 224-1222

  3. #3 Gremler Wealth Management

    Based in West Des Moines, 2 mi away

    74/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 57 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 57 Google reviews
    Hours
    Mon–Thu 8:30 AM–4 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    405 Railroad Pl, West Des Moines, IA 50265
    View profile for Gremler Wealth Management(515) 644-7700

  4. #4 Foster Group

    Based in Urbandale, 4 mi away

    73/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Fri 7:30 AM–4:30 PM · Sat–Sun closed
    Address
    12421 Meredith Dr Suite 200, Urbandale, IA 50323
    View profile for Foster Group(515) 226-9000

  6. #6 Financial Partners Group

    Based in West Des Moines, 5 mi away

    71/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    7601 Office Plaza Dr N #126, West Des Moines, IA 50266
    View profile for Financial Partners Group(515) 223-9200

  12. #12 Conley Capital Management

    Based in Des Moines, 2 mi away

    69/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Thu 8:30 AM–5:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    6000 Grand Ave Ste C, Des Moines, IA 50312
    View profile for Conley Capital Management(515) 421-8900

  13. #13 Carson Wealth

    Based in West Des Moines, 5 mi away

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1080 Jordan Creek Pkwy Ste 300 North, West Des Moines, IA 50266
    View profile for Carson Wealth(515) 410-9140

  18. #18 TRJ Financial Services

    Based in West Des Moines, 1 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    1603 22nd St Ste 205, West Des Moines, IA 50266
    View profile for TRJ Financial Services(515) 416-5855

  19. #19 Syverson Strege

    Based in West Des Moines, 2 mi away

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 9 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    4125 Westown Pkwy #104, West Des Moines, IA 50266
    View profile for Syverson Strege(515) 225-6000

  20. #20 R2 Financial Strategies

    Based in West Des Moines, 4 mi away

    68/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.7★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 12 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    875 S 50th St, West Des Moines, IA 50265
    View profile for R2 Financial Strategies(515) 327-6187

  21. #21 Insight Wealth Group

    Based in West Des Moines, 4 mi away

    68/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.4★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    6600 Westown Pkwy Ste 190, West Des Moines, IA 50266
    View profile for Insight Wealth Group(515) 273-1333

  22. #22 Total Wealth

    Based in West Des Moines, 4 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    5550 Wild Rose Ln #400, West Des Moines, IA 50266
    View profile for Total Wealth(515) 259-6369

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 69 ranked financial planners here; the rest are on their profiles.

financial planners in Clive, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Vision Financial Services LLC674.4★ (7)1 mi
27Midwest Financial Network, LLC675.0★ (5)1 mi
28Bank of America Financial Center673.5★ (43)4 mi
29Triangle Financial Services Inc675.0★ (5)1 mi
30Sara Velander - COUNTRY Financial representative675.0★ (7)4 mi
31CLA (CliftonLarsonAllen)674.3★ (11)5 mi
32Financial Integrators664.8★ (5)3 mi
33Merrill Lynch Wealth Management664.6★ (7)5 mi
34Principal Financial Group663.6★ (12)4 mi
35Edelman Financial Engines665.0★ (4)2 mi
36DV Financial665.0★ (5)4 mi
37Weissenburger Investments & Financial Planning665.0★ (3)In Clive
38Legacy Financial Group664.2★ (5)2 mi
39Rundahl Financial Consultants665.0★ (3)In Clive
40CG Financial Group665.0★ (6)7 mi
41Capital Financial Planning665.0★ (3)2 mi
42City State Bank663.8★ (11)7 mi
43Longenecker Financial Services665.0★ (3)2 mi
44Courtney J Brandt - Private Wealth Advisor, Ameriprise Financial Services, LLC655.0★ (4)5 mi
45AO Wealth Advisory655.0★ (3)2 mi
46WealthCharter Retirement Planning + Tax655.0★ (7)10 mi
47Thla Sui - COUNTRY Financial Agent655.0★ (3)3 mi
48OriGen Wealth Management - Ameriprise Financial Services, LLC653.7★ (3)1 mi
49Refined Wealth Solutions655.0★ (6)9 mi
50Custom Wealth Planners655.0★ (8)12 mi

Also serving Clive

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Clive
BusinessGoogle ratingDistance
Balance Investment Services5.0★ (2)In Clive
Carlson Wealth Management5.0★ (2)In Clive
Educators Financial Group1.0★ (1)In Clive
Edward Jones - Financial Advisor: Derek A Justice, AAMS®5.0★ (1)In Clive
Edward Jones - Financial Advisor: Grant R Fischer, CFP®5.0★ (1)In Clive
Edward Jones - Financial Advisor: Michael J ShieldsIn Clive
Forrest Financial Services L.L.C.In Clive
Hawks Companies3.7★ (3)In Clive
Heartland Wealth Group5.0★ (2)In Clive
Kneifl Wealth Management5.0★ (1)In Clive
Life and Legacy AdvisorsIn Clive
Monetary StrategiesIn Clive
Mutual of Omaha® Advisors - Midwest - Des Moines4.3★ (6)In Clive
Randy M Herr - Ameriprise Financial Services, Inc.4.5★ (2)In Clive
Raymond James5.0★ (1)In Clive
Raymond James & Associates2.0★ (1)In Clive
RBC Wealth Management Branch - Des Moines3.0★ (2)In Clive
Stonebridge Financial Advisors5.0★ (1)In Clive
Wells Fargo Advisors3.0★ (2)In Clive
Wells Fargo Advisors1.0★ (1)In Clive

How we ranked Clive financial planners

We scored 69 Clive financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Clive data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Clive: frequently asked questions

Which financial planner has the highest RFA Score in Clive?

By RFA Score, the highest-ranked financial planner in Clive, IA is Tax Doctor with an RFA Score of 77/100. It has 4.8★ from 297 Google reviews. Financial Plus Credit Union (#2) and Gremler Wealth Management (#3) follow. We ranked 69 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Clive?

RankedFinancialAdvisors ranks 69 financial planners serving Clive, IA. 2 of them are based in Clive; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Clive work on weekends?

6 of 69 ranked financial planners post Saturday hours. The highest-ranked open Saturdays is Financial Plus Credit Union (#2). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Clive financial planners have?

The median Google rating among 69 rated financial planners in Clive is 5.0★, with a median of 9 reviews. Tax Doctor has the most, 297 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Clive count in this ranking?

Yes, if they are within 25 mi of the Clive city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Clive ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Clive a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Clive

  1. November 2026: RFA Scores recalculated for 69 financial planners serving Clive.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Clive pages