AdvisorCensus / Financial advisors / Florida / Naples, FL / Charles Schwab
Financial advisors in Naples, FL using Charles Schwab
18 SEC-registered investment advisory firms headquartered in the Naples, 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 |
|---|---|---|---|
| 3EDGE Asset Management, LP | Naples | SEC-registered investment adviser | $1 billion to $5 billion |
| Antonetti Capital Management, LLC | Naples | SEC-registered investment adviser | $100 million to $500 million |
| Aurora Investment Managers, LLC | Naples | SEC-registered investment adviser | $100 million to $500 million |
| Aventus Investment Advisors, Inc. | Naples | SEC-registered investment adviser | $100 million to $500 million |
| Aviance Capital Partners LLC | Naples | SEC-registered investment adviser | $1 billion to $5 billion |
| Cambier Capital, LLC | Naples | SEC-registered investment adviser | $100 million to $500 million |
| Ciccarelli Advisory Services Inc | Naples | SEC-registered investment adviser | $1 billion to $5 billion |
| CWA Asset Management Group | Naples | SEC-registered investment adviser | $1 billion to $5 billion |
| Fifth Avenue Family Office | Naples | SEC-registered investment adviser | $1 billion to $5 billion |
| Luma Capital | Naples | SEC-registered investment adviser | $100 million to $500 million |
| Naples Global Advisors | Naples | SEC-registered investment adviser | $1 billion to $5 billion |
| Naples Wealth Planning | Bonita Springs | SEC-registered investment adviser | $100 million to $500 million |
| Pento Portfolio Strategies, LLC | Naples | SEC-registered investment adviser | $100 million to $500 million |
| Private Capital Management | Naples | SEC-registered investment adviser | $1 billion to $5 billion |
| Riverglades Family Offices, LLC | Naples | SEC-registered investment adviser | $100 million to $500 million |
| Servatus Capital | Naples | SEC-registered investment adviser | $100 million to $500 million |
| Southcol Advisors | Naples | SEC-registered investment adviser | $100 million to $500 million |
| Teramo Advisors, LLC | Naples | 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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