AdvisorCensus / Financial advisors / Florida / Gainesville, FL / Charles Schwab
Financial advisors in Gainesville, FL using Charles Schwab
4 SEC-registered investment advisory firms headquartered in the Gainesville, FL 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 |
|---|---|---|---|
| Chacon Diaz & DI Virgilio Wealth Management, LLC | Gainesville | SEC-registered investment adviser | $25 million to $100 million |
| Koss-Olinger Consulting, LLC. | Gainesville | SEC-registered investment adviser | $1 billion to $5 billion |
| Smith Asset Management Co., LLC | Chiefland | SEC-registered investment adviser | $100 million to $500 million |
| Together Planning | Gainesville | 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
Cite this page
AdvisorCensus. Financial advisors in Gainesville, FL using Charles Schwab. https://advisorcensus.com/advisors/fl/gainesville/custodians/charles-schwab https://advisorcensus.com/advisors/fl/gainesville/custodians/charles-schwab