AdvisorCensus / Financial advisors / Illinois / Peoria, IL / Charles Schwab
Financial advisors in Peoria, IL using Charles Schwab
6 SEC-registered investment advisory firms headquartered in the Peoria, IL 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 |
|---|---|---|---|
| 210 Financial | Morton | SEC-registered investment adviser | $100 million to $500 million |
| Creekmur Asset Management, LLC | Morton | SEC-registered investment adviser | $500 million to $1 billion |
| David Vaughan Investments, LLC | Peoria | SEC-registered investment adviser | Over $5 billion |
| Guardian Wealth Management Inc. | Peoria | SEC-registered investment adviser | $100 million to $500 million |
| Johnston Investment Counsel, Ltd. | Peoria | SEC-registered investment adviser | $100 million to $500 million |
| Wolf Financial Advisors LLC | Pekin | 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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AdvisorCensus. Financial advisors in Peoria, IL using Charles Schwab. https://advisorcensus.com/advisors/il/peoria/custodians/charles-schwab https://advisorcensus.com/advisors/il/peoria/custodians/charles-schwab