AdvisorCensus / Custodians / Principal Financial Group
Investment advisory firms using Principal Financial Group as a custodian
15 SEC-registered investment advisory firms name Principal Financial Group as holding 10% or more of their separately managed account assets on Form ADV. Metro areas with at least 3 of them are below.
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Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian.
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AdvisorCensus. Investment advisory firms using Principal Financial Group as a custodian. https://advisorcensus.com/custodians/principal-financial-group https://advisorcensus.com/custodians/principal-financial-group