AdvisorCensus / Financial advisors / Iowa / Cedar Rapids, IA / Charles Schwab
Financial advisors in Cedar Rapids, IA using Charles Schwab
5 SEC-registered investment advisory firms headquartered in the Cedar Rapids, IA 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 |
|---|---|---|---|
| Arnold and Mote Wealth Management | Hiawatha | SEC-registered investment adviser | $100 million to $500 million |
| Beacon Capital, LLC | Cedar Rapids | SEC-registered investment adviser | $100 million to $500 million |
| Cedar Point Capital Partners, LLC | Cedar Rapids | SEC-registered investment adviser | $100 million to $500 million |
| Stewards Advisory Services | Marion | SEC-registered investment adviser | $100 million to $500 million |
| Stonefield Investment Advisory, Inc. | Cedar Rapids | 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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