Wealth Manager
    SEC Registered
    Manages Private Funds

    Gilbert & Cook, Inc.

    Registered investment advisor · West Des Moines, Iowa · CRD #283112

    Assets Under Management
    $1.7B
    Client Accounts
    3,792
    Employees
    32
    CRD Number
    283112
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Gilbert & Cook, Inc.

    Gilbert & Cook, Inc. is an independent investment advisory firm founded in 1993, offering objective wealth management strategies and cost-efficient portfolios. The firm has been in business for over three decades and employs 11-50 staff members. It provides financial planning and wealth management services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Gilbert & Cook, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Gilbert & Cook, Inc.'s AUM?

    Gilbert & Cook, Inc. reports approximately $1.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Gilbert & Cook, Inc. headquartered?

    Gilbert & Cook, Inc. is headquartered in West Des Moines, Iowa.

    What is Gilbert & Cook, Inc.'s CRD number?

    Gilbert & Cook, Inc.'s CRD number is 283112. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Gilbert & Cook, Inc. manage?

    Gilbert & Cook, Inc. manages approximately 3,792 client accounts according to its latest SEC filing.

    Is Gilbert & Cook, Inc. SEC registered?

    Yes, Gilbert & Cook, Inc. is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Iowa

    Principal Asset Management
    Des Moines, IA · $427.7B AUM
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA · $138.7B AUM
    Sammons Financial Group Asset Management, LLC
    West Des Moines, IA · $122B AUM
    Principal Real Estate
    Des Moines, IA · $105.6B AUM
    Aegon Asset Management US
    Cedar Rapids, IA · $88.8B AUM
    Transamerica Retirement Advisors, LLC
    Cedar Rapids, IA · $18.8B AUM
    See all top RIA firms in Iowa →

    Research firms like Gilbert & Cook, Inc. at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial