AdvisorCensus / Financial advisors / Florida / North Port, FL / Charles Schwab
Financial advisors in North Port, FL using Charles Schwab
36 SEC-registered investment advisory firms headquartered in the North Port, 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 |
|---|---|---|---|
| Advanced Wealth Management | Sarasota | SEC-registered investment adviser | $100 million to $500 million |
| Aristotle Atlantic Partners, LLC | Sarasota | SEC-registered investment adviser | $1 billion to $5 billion |
| Base Wealth Management | Lakewood Ranch | SEC-registered investment adviser | $100 million to $500 million |
| Caim LLC | Longboat Key | SEC-registered investment adviser | $100 million to $500 million |
| Cambria Wealth Management | Sarasota | SEC-registered investment adviser | $100 million to $500 million |
| Clarity Capital Advisors, LLC | Lakewood Ranch | SEC-registered investment adviser | $100 million to $500 million |
| Compound Family Offices, LLC | Sarasota | SEC-registered investment adviser | $500 million to $1 billion |
| Cumberland Advisors | Sarasota | SEC-registered investment adviser | $1 billion to $5 billion |
| Dale K. Ehrhart, Inc. | Venice | SEC-registered investment adviser | $500 million to $1 billion |
| Forza Wealth Management | Sarasota | SEC-registered investment adviser | $100 million to $500 million |
| Glaxis Capital Management, LLC | Sarasota | SEC-registered investment adviser | $100 million to $500 million |
| Guardsman Private Capital Management, Inc. | Sarasota | SEC-registered investment adviser | $100 million to $500 million |
| HD Money, Inc. | Sarasota | SEC-registered investment adviser | $100 million to $500 million |
| Horizon Wealth Advisors | Lakewood Ranch | SEC-registered investment adviser | $100 million to $500 million |
| J. L. Bainbridge & Co., Inc. | Sarasota | SEC-registered investment adviser | $1 billion to $5 billion |
| Kennon Financial | Sarasota | SEC-registered investment adviser | $100 million to $500 million |
| Lifestyle Freedom Advisory Group, LLC | Bradenton | SEC-registered investment adviser | $100 million to $500 million |
| Monorail Securities LLC | Sarasota | SEC-registered investment adviser | $100 million to $500 million |
| Moseley Investment Management, Inc. | Bradention | SEC-registered investment adviser | $100 million to $500 million |
| MRA Advisory Group | Sarasota | SEC-registered investment adviser | $100 million to $500 million |
| NED Davis Research, Inc. | Sarasota | SEC-registered investment adviser | Under $25 million |
| Peninsula Asset Management Inc | Bradenton | SEC-registered investment adviser | $100 million to $500 million |
| Prince Asset Management, Inc. | Sarasota | SEC-registered investment adviser | $100 million to $500 million |
| Pullen Investment Management | Bradenton | SEC-registered investment adviser | $100 million to $500 million |
| RBF Capital Management, Inc. | Sarasota | SEC-registered investment adviser | $100 million to $500 million |
| Reality Financial Planning Services, LLC | Sarasota | SEC-registered investment adviser | $100 million to $500 million |
| Sara-Bay Financial Corp. | Sarasota | SEC-registered investment adviser | $100 million to $500 million |
| Schorn Wealth | Englewood | SEC-registered investment adviser | $100 million to $500 million |
| Setchfield Asset Management | Bradenton | SEC-registered investment adviser | $100 million to $500 million |
| Tactive Advisors, LLC | Sarasota | SEC-registered investment adviser | $500 million to $1 billion |
| Todd Wealth Management LLC | Venice | SEC-registered investment adviser | $100 million to $500 million |
| Traver Financial Consulting Network PA | Lakewood Ranch | SEC-registered investment adviser | $100 million to $500 million |
| Truvestments Capital LLC | Sarasota | SEC-registered investment adviser | $500 million to $1 billion |
| Wealth Pro Advisors, Inc. | Sarasota | SEC-registered investment adviser | $100 million to $500 million |
| Wealthgen Advisors, LLC | Sarasota | SEC-registered investment adviser | $100 million to $500 million |
| Williams Wealth Management Group, Inc. | Bradenton | 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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