AdvisorCensus / Financial advisors / Iowa / Davenport, IA / Charles Schwab
Financial advisors in Davenport, IA using Charles Schwab
8 SEC-registered investment advisory firms headquartered in the Davenport, 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 |
|---|---|---|---|
| Ausdal Financial Partners, Inc. | Davenport | SEC-registered investment adviser | $1 billion to $5 billion |
| Investment Consulting Group Inc | Davenport | SEC-registered investment adviser | $1 billion to $5 billion |
| Matheson & Rock Wealth Management, LLC | Davenport | SEC-registered investment adviser | $500 million to $1 billion |
| Nikulski Financial, Inc. | Bettendorf | SEC-registered investment adviser | $100 million to $500 million |
| PR Wealth Management Group | East Moline | SEC-registered investment adviser | $100 million to $500 million |
| TFP Management, LLC | Bettendorf | SEC-registered investment adviser | $100 million to $500 million |
| The Planning Center, Inc. | Moline | SEC-registered investment adviser | $1 billion to $5 billion |
| Wisdom Financial Services, L.L.C. | Geneseo | 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 Davenport, IA using Charles Schwab. https://advisorcensus.com/advisors/ia/davenport/custodians/charles-schwab https://advisorcensus.com/advisors/ia/davenport/custodians/charles-schwab