AdvisorCensus / Financial advisors / Arkansas / Little Rock, AR / Charles Schwab
Financial advisors in Little Rock, AR using Charles Schwab
18 SEC-registered investment advisory firms headquartered in the Little Rock, 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 |
|---|---|---|---|
| Applied Capital LLC | Little Rock | SEC-registered investment adviser | $100 million to $500 million |
| Brown Capital Management, LLC | Little Rock | SEC-registered investment adviser | $100 million to $500 million |
| Financial Legacy Management, NC. | Little Rock | SEC-registered investment adviser | $100 million to $500 million |
| Financial Management, Inc. | Little Rock | SEC-registered investment adviser | $100 million to $500 million |
| First Financial Services, LLC | Little Rock | SEC-registered investment adviser | $100 million to $500 million |
| Foundation Resource Management, Inc. | Little Rock | SEC-registered investment adviser | $1 billion to $5 billion |
| Hatcher Capital Investments, Inc. | Little Rock | SEC-registered investment adviser | $100 million to $500 million |
| Horrell Capital Management, Inc. | Little Rock | SEC-registered investment adviser | $100 million to $500 million |
| Lathrop Investment Management Company | Little Rock | SEC-registered investment adviser | $1 billion to $5 billion |
| Legacy Capital Wealth Partners, LLC | Little Rock | SEC-registered investment adviser | $1 billion to $5 billion |
| Mendel Capital Management, LLC | Little Rock | SEC-registered investment adviser | $100 million to $500 million |
| Meridian Investment Advisors | Little Rock | SEC-registered investment adviser | $500 million to $1 billion |
| Millennium Capital Advisors, LLC | Little Rock | SEC-registered investment adviser | $100 million to $500 million |
| Naviter Wealth, LLC | Little Rock | SEC-registered investment adviser | $1 billion to $5 billion |
| Rivertree Wealth | Little Rock | SEC-registered investment adviser | $100 million to $500 million |
| Sowell Management | North Little Rock | SEC-registered investment adviser | $1 billion to $5 billion |
| Stephens Group Asset Management, LLC | Little Rock | SEC-registered investment adviser | $1 billion to $5 billion |
| Veach Family Financial | North Little Rock | 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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