AdvisorCensus / Financial advisors / Kentucky / Louisville, KY / Charles Schwab
Financial advisors in Louisville, KY using Charles Schwab
23 SEC-registered investment advisory firms headquartered in the Louisville, KY 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 |
|---|---|---|---|
| Access Wealth Management, LLC | Louisville | SEC-registered investment adviser | $100 million to $500 million |
| Advantage Investment Management | Louisville | SEC-registered investment adviser | $100 million to $500 million |
| Alexander Investment Services Co. | Louisville | SEC-registered investment adviser | $500 million to $1 billion |
| BLVD Private Wealth, LLC | Prospect | SEC-registered investment adviser | $100 million to $500 million |
| Castellan | Louisville | SEC-registered investment adviser | $500 million to $1 billion |
| Centerline Wealth Advisors, LLC | Louisville | SEC-registered investment adviser | $100 million to $500 million |
| Demeter Tactical Investments Corp. | Prospect | SEC-registered investment adviser | $100 million to $500 million |
| Dmlo Wealth Planning, LLC | Louisville | SEC-registered investment adviser | $25 million to $100 million |
| Dynamic Market Advantage, LLC | Louisville | SEC-registered investment adviser | $100 million to $500 million |
| Family Wealth Planning Partners | Louisville | SEC-registered investment adviser | $100 million to $500 million |
| Graeter Wealth Advisors, LLC | Louisville | SEC-registered investment adviser | $100 million to $500 million |
| Guidance Capital, Inc. | Louisville | SEC-registered investment adviser | $100 million to $500 million |
| J. Hagan Capital, Inc. | Louisville | SEC-registered investment adviser | $100 million to $500 million |
| Mercurio Wealth Advisors | Louisville | SEC-registered investment adviser | $100 million to $500 million |
| Oxinas Partners Wealth Management | Jeffersonville | SEC-registered investment adviser | $100 million to $500 million |
| Parthenon LLC | Louisville | SEC-registered investment adviser | $1 billion to $5 billion |
| Pillar Financial Advisors, LLC | Louisville | SEC-registered investment adviser | $100 million to $500 million |
| Retirement Planning Solutions, LLC | Louisville | SEC-registered investment adviser | $100 million to $500 million |
| Ricketts Financial, LLC | Louisville | SEC-registered investment adviser | $100 million to $500 million |
| Riverstone Asset Management, LLC | Louisville | SEC-registered investment adviser | $100 million to $500 million |
| Stegner Investment Associates Inc | Louisville | SEC-registered investment adviser | $1 billion to $5 billion |
| Strategic Wealth Investment Group, LLC | Louisville | SEC-registered investment adviser | $1 billion to $5 billion |
| Winebrenner Capital Management LLC | Louisville | 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 Louisville, KY using Charles Schwab. https://advisorcensus.com/advisors/ky/louisville/custodians/charles-schwab https://advisorcensus.com/advisors/ky/louisville/custodians/charles-schwab