AdvisorCensus / Financial advisors / Arizona / Phoenix, AZ / Charles Schwab
Financial advisors in Phoenix, AZ using Charles Schwab
111 SEC-registered investment advisory firms headquartered in the Phoenix, AZ 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 |
|---|---|---|---|
| 345 Investment Advisory, LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| 3ROOTS Wealth Partners LLC | Scottsdale | SEC-registered investment adviser | $25 million to $100 million |
| Acrylic Financial, Inc. | Fountain Hills | SEC-registered investment adviser | $25 million to $100 million |
| Acute Investment Advisory | Mesa | SEC-registered investment adviser | $100 million to $500 million |
| Almega Wealth Management | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Alpha Fiduciary | Phoenix | SEC-registered investment adviser | $100 million to $500 million |
| Amplify Financial, LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Apex Wealth Advisors LLC | Pheonix | SEC-registered investment adviser | $100 million to $500 million |
| Arbor Wealth Management, LLC | Tempe | SEC-registered investment adviser | $100 million to $500 million |
| ARQ Wealth Advisors, LLC | Scottsdale | SEC-registered investment adviser | $1 billion to $5 billion |
| Ascent Capital Partners, LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Ashton Thomas Private Wealth | Scottsdale | SEC-registered investment adviser | Over $5 billion |
| AWM Capital, LLC | Phoenix | SEC-registered investment adviser | $1 billion to $5 billion |
| Balboa Wealth Partners, Inc. | Scottsdale | SEC-registered investment adviser | $1 billion to $5 billion |
| Biltmore Wealth Management, LLC | Tempe | SEC-registered investment adviser | $100 million to $500 million |
| Bledsoe Asset Management, LLC | Phoenix | SEC-registered investment adviser | $100 million to $500 million |
| BOX Hill Private Wealth | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Bridgelight Capital LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Bridgeport Financial Solutions | Phoenix | SEC-registered investment adviser | $1 billion to $5 billion |
| Brookwood Investment Group | Phoenix | SEC-registered investment adviser | $1 billion to $5 billion |
| C2C Wealth Management, LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Claremont Capital Management, LLC | Phoenix | SEC-registered investment adviser | $500 million to $1 billion |
| CMG Financial Consulting | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| CSP Financial Group LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Decisionpoint Financial, LLC | Mesa | SEC-registered investment adviser | $1 billion to $5 billion |
| Degreen Private Wealth, LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| DEW Wealth Management | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Dynamic | Phoenix | SEC-registered investment adviser | Over $5 billion |
| Dynamic Wealth Advisors | Surprise | SEC-registered investment adviser | $100 million to $500 million |
| Eaton-Cambridge Inc. | Phoenix | SEC-registered investment adviser | $100 million to $500 million |
| Endeavor Advisors LLC | Phoenix | SEC-registered investment adviser | $100 million to $500 million |
| Exeter Financial, LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Faith Investor Services | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Family Office Investment Advisory LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Farnam Financial | Phoenix | SEC-registered investment adviser | $100 million to $500 million |
| Foothills Advisors, LLC | Cave Creek | SEC-registered investment adviser | $100 million to $500 million |
| Form Prosperity Wealth Advisors, LLC | Chandler | SEC-registered investment adviser | $100 million to $500 million |
| Fortitude Family Office | Scottsdale | SEC-registered investment adviser | $1 billion to $5 billion |
| Foundations Investment Advisors LLC | Phoenix | SEC-registered investment adviser | Over $5 billion |
| Global Strategic Nextgen Ocio | Scottsdale | SEC-registered investment adviser | $1 billion to $5 billion |
| Harding Wealth, Inc. | Tempe | SEC-registered investment adviser | $100 million to $500 million |
| Heritage Family Offices, LLP | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Hillspring Financial, Inc. | Surprise | SEC-registered investment adviser | $100 million to $500 million |
| Immaculate Wealth Management, LLC | Mesa | SEC-registered investment adviser | $100 million to $500 million |
| Intrinsic Value Partners, LLC | Phoenix | SEC-registered investment adviser | $100 million to $500 million |
| Intrinsic Wealth Counsel, Inc. | Tempe | SEC-registered investment adviser | $100 million to $500 million |
| Ironwood Investment Counsel, LLC | Scottsdale | SEC-registered investment adviser | $1 billion to $5 billion |
| Ironwood Wealth Management, LLC | Chandler | SEC-registered investment adviser | $500 million to $1 billion |
| Juncture Wealth Strategies, LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Key Group Management, Inc. | Fountain Hills | SEC-registered investment adviser | $100 million to $500 million |
| L. ROY Papp & Associates, LLP | Phoenix | SEC-registered investment adviser | $1 billion to $5 billion |
| Legacy Cornerstone Wealth LLC | Peoria | SEC-registered investment adviser | Under $25 million |
| Lilliano Capital Management LLC | Phoenix | SEC-registered investment adviser | $100 million to $500 million |
| Luminescent Wealth Management, Inc. | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Luminvest Wealth Management LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Mathis Wealth Management | Phoenix | SEC-registered investment adviser | $100 million to $500 million |
| MSH Capital Advisors LLC | Scottsdale | SEC-registered investment adviser | $1 billion to $5 billion |
| Mulholland Wealth Advisors, LLC | Scottsdale | SEC-registered investment adviser | $500 million to $1 billion |
| Next Up Wealth Advisors, LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| One Wealth Capital Management, LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Optima Capital Management | Tempe | SEC-registered investment adviser | $100 million to $500 million |
| PFG Advisors | Phoenix | SEC-registered investment adviser | $1 billion to $5 billion |
| Pinnacle Peak Private Client Group, LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Profocus Incorporated | Phoenix | SEC-registered investment adviser | $100 million to $500 million |
| R.H. Investment Group, LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Redeem Wealth Management | Gilbert | SEC-registered investment adviser | $100 million to $500 million |
| Redwood Investment Management, LLC. | Scottsdale | SEC-registered investment adviser | $1 billion to $5 billion |
| Releve Financial Group | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Ridgeline Private Wealth | Mesa | SEC-registered investment adviser | $100 million to $500 million |
| Rovin Capital | Mesa | SEC-registered investment adviser | $500 million to $1 billion |
| Sage Financial Advisors Inc. | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Scottsdale Wealth Planning, Inc. | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Sensible Money, LLC | Scottsdale | SEC-registered investment adviser | $500 million to $1 billion |
| Seros Wealth Partners | Gilbert | SEC-registered investment adviser | $100 million to $500 million |
| Sharpepoint, LLC | Phoenix | SEC-registered investment adviser | $100 million to $500 million |
| Sierra Legacy Group | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| SL Capital | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Sovereign Investment Advisors LLC | Phoenix | SEC-registered investment adviser | $1 billion to $5 billion |
| Spahn Wealth & Retirement LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Spirit West Advisors, LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Stoker Ostler, a Part of BMO Financial Group | Scottsdale | SEC-registered investment adviser | $1 billion to $5 billion |
| Strategic Income Group LLC | Chandler | SEC-registered investment adviser | $100 million to $500 million |
| Strategic Wealth Advisors, LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Suttle Crossland Wealth Advisors, LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Tandem Wealth Advisors | Phoenix | SEC-registered investment adviser | $100 million to $500 million |
| Taurum Retirement Partners, LLC | Mesa | SEC-registered investment adviser | $100 million to $500 million |
| Taylor Frigon Capital Management LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Taylor Frigon Family Office, LLC | Scottsdale | SEC-registered investment adviser | Under $25 million |
| TFO Family Office Partners | Phoenix | SEC-registered investment adviser | Over $5 billion |
| Titan Capital Management | Scottsdale | SEC-registered investment adviser | $25 million to $100 million |
| Total Investment Management, Inc. | Scottsdale | SEC-registered investment adviser | $1 billion to $5 billion |
| Trajan Wealth, L.L.C. | Scottsdale | SEC-registered investment adviser | $1 billion to $5 billion |
| Transition Financial Advisors Group, LLC | Gilbert | SEC-registered investment adviser | $100 million to $500 million |
| Trek Financial | Scottsdale | SEC-registered investment adviser | $1 billion to $5 billion |
| Tribeca Financial, LLC | Mesa | SEC-registered investment adviser | $100 million to $500 million |
| Triton Wealth Management, PLLC | Sun City | SEC-registered investment adviser | $100 million to $500 million |
| United Planners' Financial Services of America a Limited Partner | Scottsdale | SEC-registered investment adviser | Over $5 billion |
| Versant Capital Management, Inc. | Phoenix | SEC-registered investment adviser | $1 billion to $5 billion |
| Verus Capital Partners, LLC | Scottsdale | SEC-registered investment adviser | $1 billion to $5 billion |
| Vigilare Wealth Management LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Wall Capital Group, Inc. | Phoenix | SEC-registered investment adviser | $100 million to $500 million |
| Watts Gwilliam & Company, LLC | Gilbert | SEC-registered investment adviser | $1 billion to $5 billion |
| Wealth Engineering, LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Wealth Management Solutions | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Westmark Wealth Management | Phoenix | SEC-registered investment adviser | $100 million to $500 million |
| Windsor Capital Management, LLC | Phoenix | SEC-registered investment adviser | $500 million to $1 billion |
| Wisdom Wealth Investment Advisors LLC | Phoenix | SEC-registered investment adviser | $100 million to $500 million |
| WLTH Capital Management, LLC | Chandler | SEC-registered investment adviser | $100 million to $500 million |
| WT Wealth Management, LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Xcelsior Advisor Partners LLC | Scottsdale | SEC-registered investment adviser | $1 billion to $5 billion |
| Zenith Wealth Advisors | Scottsdale | 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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AdvisorCensus. Financial advisors in Phoenix, AZ using Charles Schwab. https://advisorcensus.com/advisors/az/phoenix/custodians/charles-schwab https://advisorcensus.com/advisors/az/phoenix/custodians/charles-schwab