AdvisorCensus / Financial advisors / Florida / Jacksonville, FL / Charles Schwab
Financial advisors in Jacksonville, FL using Charles Schwab
27 SEC-registered investment advisory firms headquartered in the Jacksonville, 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 |
|---|---|---|---|
| Augustine Asset Management Inc | Jacksonville | SEC-registered investment adviser | $500 million to $1 billion |
| Bowen, Hanes & Co Inc | Ponte Vedra Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Caleo Capital N.A. LLC | Ponte Vedra | SEC-registered investment adviser | $100 million to $500 million |
| Camarda Wealth Advisory Group | Fleming Island | SEC-registered investment adviser | $100 million to $500 million |
| Davis Capital Management | Jacksonville | SEC-registered investment adviser | $100 million to $500 million |
| Disciplined Equity Management, Inc. | Neptune Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Highland Investment Advisors LLC | Ponte Vedra | SEC-registered investment adviser | $100 million to $500 million |
| IMG Wealth Management, Inc. | Jacksonville | SEC-registered investment adviser | $100 million to $500 million |
| Intellicapital Advisors LLC | Ponte Vedra | SEC-registered investment adviser | $100 million to $500 million |
| Intrepid Capital Management Inc | Jacksonville Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Lighthouse Retirement | Ponte Vedra | SEC-registered investment adviser | $100 million to $500 million |
| Lionsbridge Wealth Management LLC | Jacksonville Beach | SEC-registered investment adviser | $100 million to $500 million |
| Madden Advisory Services, Inc. | Jacksonville | SEC-registered investment adviser | $100 million to $500 million |
| Marchand Faries Financial Management, Inc. | Keystone Heights | SEC-registered investment adviser | $100 million to $500 million |
| Nesteggs, Inc. | Jacksonville | SEC-registered investment adviser | $500 million to $1 billion |
| Omnitrust Wealth Management, Inc. | Jacksonville | SEC-registered investment adviser | $100 million to $500 million |
| Parable Wealth Advisors | St Augustine | SEC-registered investment adviser | $100 million to $500 million |
| River City Wealth Management | Jacksonville | SEC-registered investment adviser | $100 million to $500 million |
| Riverplace Capital Management Inc | Jacksonville | SEC-registered investment adviser | $100 million to $500 million |
| Sawgrass Asset Management LLC | Ponte Vedra Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Schaffer & Company Asset Management, Inc. | Jacksonville | SEC-registered investment adviser | $25 million to $100 million |
| Schrum Private Wealth Management, LLC | Saint Augustine | SEC-registered investment adviser | $100 million to $500 million |
| ST. Johns Investment Management Company, LLC | Jacksonville | SEC-registered investment adviser | $100 million to $500 million |
| ST. Nicholas Private Asset Management, Inc. | Jacksonville | SEC-registered investment adviser | $100 million to $500 million |
| Strivus Wealth Partners LLC | Jacksonville Beach | SEC-registered investment adviser | $100 million to $500 million |
| Trustwell Financial Advisors, LLC | Jacksonville | SEC-registered investment adviser | $100 million to $500 million |
| Vigil Wealth Management, LLC | Ponte Vedra Beach | 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 Jacksonville, FL using Charles Schwab. https://advisorcensus.com/advisors/fl/jacksonville/custodians/charles-schwab https://advisorcensus.com/advisors/fl/jacksonville/custodians/charles-schwab