AdvisorCensus / Financial advisors / Georgia / Athens, GA / Charles Schwab
Financial advisors in Athens, GA using Charles Schwab
9 SEC-registered investment advisory firms headquartered in the Athens, GA 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 |
|---|---|---|---|
| Arch Partners Wealth Management, Inc. | Watkinsville | SEC-registered investment adviser | $100 million to $500 million |
| Cannon Financial Strategists, Inc. | Athens | SEC-registered investment adviser | $1 billion to $5 billion |
| Elevate Wealth Advisory, Inc. | Athens | SEC-registered investment adviser | $100 million to $500 million |
| Elwood & Goetz | Athens | SEC-registered investment adviser | $1 billion to $5 billion |
| Family WMS, LLC | Athens | SEC-registered investment adviser | $500 million to $1 billion |
| Fully Financial | Athens | SEC-registered investment adviser | $100 million to $500 million |
| Lanier Financial Group LLC | Athens | SEC-registered investment adviser | $100 million to $500 million |
| Sanders & Scott, CHFC | Watkinsville | SEC-registered investment adviser | $100 million to $500 million |
| Trademark Capital Management Inc. | Watkinsville | 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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