Principal Advised Services
Des Moines, IA·SEC-registered · CRD #297324
Principal Advised Services is an SEC-registered investment advisory firm in Des Moines, IA managing $1.4B across 23k client accounts, with 230 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.4B
Client accounts
23k
Advisory staff
230
Fee model
Fee-based
How Principal Advised Services is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Principal Advised Services
How much does Principal Advised Services manage?
Per its most recent SEC Form ADV filing (05/18/2026), Principal Advised Services reports $1.4B in regulatory assets under management across roughly 23k client accounts.
How does Principal Advised Services charge?
Principal Advised Services is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Principal Advised Services a fiduciary?
Yes. Principal Advised Services is registered with the U.S. Securities and Exchange Commission (CRD #297324), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Principal Advised Services taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Principal Advised Services and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Des Moines, IA
Profile compiled from Principal Advised Services's public SEC Form ADV filing (CRD #297324, filed 05/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Principal Advised Services. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Principal Advised Services? Claim this profile.