AdvisorCensus / Financial advisors / Arizona / Tucson, AZ / Charles Schwab
Financial advisors in Tucson, AZ using Charles Schwab
13 SEC-registered investment advisory firms headquartered in the Tucson, 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 |
|---|---|---|---|
| AIO Financial, LLC | Tucson | SEC-registered investment adviser | $100 million to $500 million |
| Attessa Capital LLC | Tucson | SEC-registered investment adviser | $100 million to $500 million |
| Cambridge Financial Group, LLC | Tucson | SEC-registered investment adviser | $500 million to $1 billion |
| Financial Planning First, LLC | Tuscon | SEC-registered investment adviser | $100 million to $500 million |
| Fortress Financial Solutions, LLC | Tucson | SEC-registered investment adviser | $100 million to $500 million |
| Gordian Advisors, LLC | Tucson | SEC-registered investment adviser | $100 million to $500 million |
| Ironwood Financial, LLC | Tucson | SEC-registered investment adviser | $500 million to $1 billion |
| Levin Funding Group LLC | Tucson | SEC-registered investment adviser | $100 million to $500 million |
| Nova Financial Services | Tucson | SEC-registered investment adviser | $100 million to $500 million |
| Sterling Investment Management, LLC | Tucson | SEC-registered investment adviser | $100 million to $500 million |
| TCI Wealth Advisors, Inc. | Tucson | SEC-registered investment adviser | Over $5 billion |
| Union Capital Company | Tucson | SEC-registered investment adviser | $100 million to $500 million |
| Wilkinson Wealth Management, LLC | Tucson | 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 Tucson, AZ using Charles Schwab. https://advisorcensus.com/advisors/az/tucson/custodians/charles-schwab https://advisorcensus.com/advisors/az/tucson/custodians/charles-schwab