AdvisorCensus / Financial advisors / Arkansas / Fayetteville, AR / Charles Schwab
Financial advisors in Fayetteville, AR using Charles Schwab
8 SEC-registered investment advisory firms headquartered in the Fayetteville, AR metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Cornerstone Advisors LLC | Fayetteville | SEC-registered investment adviser | Under $25 million |
| Family Legacy Planning | Bentonville | SEC-registered investment adviser | $100 million to $500 million |
| Greenwood Gearhart, LLC | Fayetteville | SEC-registered investment adviser | $1 billion to $5 billion |
| Hexagon Capital Partners, LLC | Rogers | SEC-registered investment adviser | $500 million to $1 billion |
| MACH-1 Financial Group, LLC | Rogers | SEC-registered investment adviser | $500 million to $1 billion |
| New Wave Wealth Advisors | Springdale | SEC-registered investment adviser | $100 million to $500 million |
| Whiterock Wealth Design, LLC | Fayetteville | SEC-registered investment adviser | $500 million to $1 billion |
| Willow | Rogers | SEC-registered investment adviser | $100 million to $500 million |
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. Charles Schwab nationwide
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