Wealth Manager
    SEC Registered
    Manages Private Funds

    Principal Advised Services

    Registered investment advisor · Des Moines, Iowa · CRD #297324

    Assets Under Management
    $1.4B
    Client Accounts
    23,164
    Employees
    383
    CRD Number
    297324
    Registration
    SEC Registered
    Custodian
    Apex Clearing Corporation

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

    About Principal Advised Services

    Principal Advised Services is a financial planning firm based in Des Moines, Iowa, managing nearly $569 million in assets. It offers investment advisory services through the Principal® SimpleInvest wrap fee program for IRAs. The firm provides personalized investment recommendations and manages client accounts.

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Principal Advised Services

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    Frequently Asked Questions

    What is Principal Advised Services's AUM?

    Principal Advised Services reports approximately $1.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Principal Advised Services headquartered?

    Principal Advised Services is headquartered in Des Moines, Iowa.

    What is Principal Advised Services's CRD number?

    Principal Advised Services's CRD number is 297324. 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 Principal Advised Services manage?

    Principal Advised Services manages approximately 23,164 client accounts according to its latest SEC filing.

    Is Principal Advised Services SEC registered?

    Yes, Principal Advised Services is registered with the SEC as an investment adviser with an approved registration status.

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