Principal Advised Services logo

Principal Advised Services

Updated today
Connect with this firm

Total assets under management

$887,316,440

Total clients

16,940

0% high-net worth

Total advisors

215

of 343 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

79

Average account size

$52,380

Client services

Financial planning Portfolio management Selection of other advisers

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Principal Advised Services

655 9 Th Street

Des Moines IA 50309, United States

Number of offices

158

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 866-412-0770

Advisors at this firm

Scroll left Scroll right
user avatar

Richard R

Series 66

Charlotte, NC

Principal Advised Services
user avatar

Jerrica J

Series 63, Series 66

Charlotte, NC

Principal Advised Services
user avatar

John S

Series 66

Saint Paul, MN

Principal Advised Services
user avatar

Madison H

Series 66

Charlotte, NC

Principal Advised Services
user avatar

Andrew W

Series 63, Series 65

Denver, NC

Principal Advised Services
user avatar

Heather W

Series 63, Series 66

Des Moines, IA

Principal Advised Services
user avatar

Vincent F

Series 63

Bayside, NY

Principal Advised Services
user avatar

Andrew L

Series 63, Series 66

Lexington, NC

Principal Advised Services
user avatar

Angel L

Series 63, Series 65

Des Moines, IA

Principal Advised Services
user avatar

Sean M

Series 63, Series 65

Fort Wayne, IN

Principal Advised Services
user avatar

David C

Series 66

Des Moines, IA

Principal Advised Services
user avatar

Ryan S

Series 63, Series 66

Des Moines, IA

Principal Advised Services
user avatar

Bryan H

Series 66

Des Moines, IA

Principal Advised Services
user avatar

Makenzie K

Series 66

Des Moines, IA

Principal Advised Services
user avatar

Adam H

Series 63, Series 65

Des Moines, IA

Principal Advised Services
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")