AdvisorCensus / Financial advisors / Florida / Miami, FL / Charles Schwab
Financial advisors in Miami, FL using Charles Schwab
127 SEC-registered investment advisory firms headquartered in the Miami, 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 |
|---|---|---|---|
| 1650 Wealth Management, LLC | Lighthouse Point | SEC-registered investment adviser | $100 million to $500 million |
| Advantage Investing, Inc. | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Advisory Investor Services LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| AFT, Forsyth and Company, Inc. | Jupiter | SEC-registered investment adviser | $100 million to $500 million |
| Alhambra Investment Management LLC | Palmetto Bay | SEC-registered investment adviser | $100 million to $500 million |
| Aliya Capital Partners LLC | Miami | SEC-registered investment adviser | Over $5 billion |
| Alpha Zero LLC | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| Aragon Capital LLC | Fort Lauderdale | SEC-registered investment adviser | $100 million to $500 million |
| Archpoint Investors | Coral Gables | SEC-registered investment adviser | $1 billion to $5 billion |
| Atticus Wealth Management | Palm Beach Gardens | SEC-registered investment adviser | $500 million to $1 billion |
| Aureum Wealth Management, LLC | North Palm Beach | SEC-registered investment adviser | $100 million to $500 million |
| Azzendo Wealth Advisors | Hollywood | SEC-registered investment adviser | $100 million to $500 million |
| Azzendo Wealth Advisors | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Balanz | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Barnett Capital Advisors LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Bayshore Wealth Advisors | Coral Gables | SEC-registered investment adviser | $500 million to $1 billion |
| Bigsur Partners, LLC | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Blackridge Asset Management, LLC | Jupiter | SEC-registered investment adviser | $100 million to $500 million |
| Blue Ocean Capital | West Palm Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Boca Wealth Advisors | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| Bridge Generations Wealth Management | South Miami | SEC-registered investment adviser | $100 million to $500 million |
| Bridges Capital LLC | Fort Lauderdale | SEC-registered investment adviser | $100 million to $500 million |
| Castle Island Wealth | Palm Beach Gardens | SEC-registered investment adviser | $100 million to $500 million |
| Castle Wealth Management | Boynton Beach | SEC-registered investment adviser | $100 million to $500 million |
| Certuity, LLC | North Palm Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Clockwise Capital LLC | Miami | SEC-registered investment adviser | $25 million to $100 million |
| Common Cents Wealth Management, LLC | Pembroke Pines | SEC-registered investment adviser | $100 million to $500 million |
| Compass Financial Group, Inc. | Deerfield Beach | SEC-registered investment adviser | $100 million to $500 million |
| Comprehensive Wealth Solutions, LLC | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| Convergence Investment Partners, LLC | Palm Beach Gardens | SEC-registered investment adviser | $500 million to $1 billion |
| Coral Wealth Management, LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Core Wealth Management, Inc. | Jupiter | SEC-registered investment adviser | $100 million to $500 million |
| Corient | Miami | SEC-registered investment adviser | Over $5 billion |
| Corrales & Co. | Miami | SEC-registered investment adviser | $100 million to $500 million |
| CS Advisors Inc. | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| Dakota Wealth, LLC | Palm Beach Gardens | SEC-registered investment adviser | Over $5 billion |
| Davis Private Wealth, LLC | Royal Palm Beach | SEC-registered investment adviser | $100 million to $500 million |
| Daybright Advisory Services, Inc. | Miami | SEC-registered investment adviser | $500 million to $1 billion |
| Dimension Capital Management LLC | Coral Gables | SEC-registered investment adviser | Over $5 billion |
| Dock Street Asset Management Inc | Palm Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Element Pointe Family Office | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Entelevest, LLC | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Evensky & KATZ/FOLDES Wealth Management | Coral Gables | SEC-registered investment adviser | $1 billion to $5 billion |
| Evolution Wealth Advisors, LLC | Aventura | SEC-registered investment adviser | $1 billion to $5 billion |
| Exodus Wealth, LLC | Fort Lauderdale | SEC-registered investment adviser | $100 million to $500 million |
| Fiduciary Family Office, LLC | Boca Raton | SEC-registered investment adviser | $500 million to $1 billion |
| Financial Planning Services, Inc. | Fort Lauderdale | SEC-registered investment adviser | Under $25 million |
| Financial Trust Asset Management Chartered | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| Firestone Capital Management Inc | South Miami | SEC-registered investment adviser | $500 million to $1 billion |
| FR Financial Advisors LLC | Coral Springs | SEC-registered investment adviser | $100 million to $500 million |
| Galapagos Advisory LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| GFG Capital | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Global Trust | Palm Beach Gardens | SEC-registered investment adviser | $100 million to $500 million |
| Global Trust Wealth Management LLC | West Palm Beach | SEC-registered investment adviser | $100 million to $500 million |
| GOI | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Gordon Asset Management LLC | West Palm Beach | SEC-registered investment adviser | $100 million to $500 million |
| Guardant Wealth Advisors | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Guerra Wealth Advisors | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Guiry Capital Management, LLC | Palm Beach Gardens | SEC-registered investment adviser | $100 million to $500 million |
| Heritage Investment Group, Inc. | Pompano Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Horowitz & Company, Inc. | Fort Lauderdale | SEC-registered investment adviser | $100 million to $500 million |
| IMZ Advisory Inc. | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| Ingham Retirement Group | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Kailix Advisors LLC | Aventura | SEC-registered investment adviser | $100 million to $500 million |
| Kanen Wealth Management LLC | Coconut Creek | SEC-registered investment adviser | $100 million to $500 million |
| Kaufman Rossin Wealth, LLC | Miami | SEC-registered investment adviser | $500 million to $1 billion |
| Keating Investment Counselors Inc | Delray Beach | SEC-registered investment adviser | $100 million to $500 million |
| LAS Olas Capital Advisors, LLC | Fort Lauderdale | SEC-registered investment adviser | $100 million to $500 million |
| LAS Olas Capital Wealth LLC | Fort Lauderdale | SEC-registered investment adviser | $100 million to $500 million |
| Legacy Wealth Advisors, LLC | North Miami Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Maclendon Wealth Management, LLC | Delray Beach | SEC-registered investment adviser | $100 million to $500 million |
| Manna Wealth Management | Miami Beach | SEC-registered investment adviser | $100 million to $500 million |
| MAR Wealth Management Services, LLC | West Palm Beach | SEC-registered investment adviser | $100 million to $500 million |
| Mariaca Wealth Management, LLC | Wellington | SEC-registered investment adviser | $100 million to $500 million |
| Mariva Global Asset Management, LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Materetsky Financial Group | Boynton Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Matters Capital LLC | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Maximai Investment Partners, LLC | Coral Gables | SEC-registered investment adviser | $500 million to $1 billion |
| Meira Wealth | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Mendoza Private Wealth | North Miami | SEC-registered investment adviser | $100 million to $500 million |
| Money Concepts Advisory Service | Palm Beach Gardens | SEC-registered investment adviser | $1 billion to $5 billion |
| Mori Huston Partners | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Neil Jesani Wealth Management | Sunrise | SEC-registered investment adviser | $100 million to $500 million |
| Noesis Capital Management Corp | Boca Raton | SEC-registered investment adviser | $500 million to $1 billion |
| One + One Wealth Management, LLC | Jupiter | SEC-registered investment adviser | $100 million to $500 million |
| One Wealth Investors | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| Opal Capital LLC | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| Palisades Hudson Asset Management, L.P. | Fort Lauderdale | SEC-registered investment adviser | $1 billion to $5 billion |
| Paulson Wealth Management Inc. | West Palm Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Personal Financial Profiles Inc | Coral Springs | SEC-registered investment adviser | $100 million to $500 million |
| Portfolio Resources Advisor Group, Inc. | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Powell Investment Advisors, LLC | Miami | SEC-registered investment adviser | $500 million to $1 billion |
| Proathlete Wealth Management LLC | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| Red Reef Advisors LLC | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| Reshape Wealth | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| Resnick Wealth Alliance, LLC | Palm Beach Gardens | SEC-registered investment adviser | $100 million to $500 million |
| RM Private Wealth Management | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Route 20 Private Wealth Inc. | Fort Lauderdale | SEC-registered investment adviser | $25 million to $100 million |
| Ruggiero Investments | West Palm Beach | SEC-registered investment adviser | $100 million to $500 million |
| RWA Advisors | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| Sanctuary Advisors, LLC | Miami | SEC-registered investment adviser | Over $5 billion |
| Saul Wealth Advisors, LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Scala Capital LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Secure Wealth, Inc. | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| Semus Wealth Partners, LLC | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| Sierra Capital LLC | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Simetria Advisory Group LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Singer Wealth Advisors LLC | Boca Raton | SEC-registered investment adviser | $500 million to $1 billion |
| Sky Alpha Asset Advisors | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| Slatestone Wealth LLC | Jupiter | SEC-registered investment adviser | $1 billion to $5 billion |
| Smartx Advisory Solutions | West Palm Beach | SEC-registered investment adviser | Over $5 billion |
| Sollinda Capital Management LLC | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Sound Income Strategies, LLC | Fort Lauderdale | SEC-registered investment adviser | $1 billion to $5 billion |
| Sterling Wealth Advisors, Inc. | Plantation | SEC-registered investment adviser | $100 million to $500 million |
| Stillwater Wealth Management Group LLC | Juno Beach | SEC-registered investment adviser | $100 million to $500 million |
| Sundial Wealth LLC | Delray Beach | SEC-registered investment adviser | $100 million to $500 million |
| Thomas J. Herzfeld Advisors, Inc. | Miami Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Tiempo Capital Partners | Miami | SEC-registered investment adviser | $500 million to $1 billion |
| Tobias Financial Advisors | Plantation | SEC-registered investment adviser | $1 billion to $5 billion |
| True Wealth Advisory Group | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Ucap Americas | Miami | SEC-registered investment adviser | $100 million to $500 million |
| URS Advisory | Jupiter | SEC-registered investment adviser | $100 million to $500 million |
| Utopia Wealth Management, LLC | Coconut Creek | SEC-registered investment adviser | $100 million to $500 million |
| Uyana Partners LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Weathervane Asset Management LLC | Fort Lauderdale | SEC-registered investment adviser | $100 million to $500 million |
| Winning Points Advisors, L.L.C. | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| Zega Investments, LLC | Palm Beach Gardens | SEC-registered investment adviser | $500 million to $1 billion |
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 Miami, FL using Charles Schwab. https://advisorcensus.com/advisors/fl/miami/custodians/charles-schwab https://advisorcensus.com/advisors/fl/miami/custodians/charles-schwab