AdvisorCensus / Financial advisors / Michigan / Kalamazoo, MI / Charles Schwab
Financial advisors in Kalamazoo, MI using Charles Schwab
11 SEC-registered investment advisory firms headquartered in the Kalamazoo, MI 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 |
|---|---|---|---|
| Breakwater Capital | Kalamazoo | SEC-registered investment adviser | $100 million to $500 million |
| Bright Financial Advisors, Inc. | Portage | SEC-registered investment adviser | $500 million to $1 billion |
| Clear Ridge Wealth Management, LLC | Kalamazoo | SEC-registered investment adviser | $100 million to $500 million |
| CWS Financial Advisors LLC | Kalamazoo | SEC-registered investment adviser | $1 billion to $5 billion |
| Daus Financial Group, LLC | Kalamazoo | SEC-registered investment adviser | $100 million to $500 million |
| Haverdink Financial Management, LLC | Portage | SEC-registered investment adviser | $100 million to $500 million |
| John A. Wolfe & Associates, Inc. | Portage | SEC-registered investment adviser | $500 million to $1 billion |
| LVM Capital Management Ltd | Portage | SEC-registered investment adviser | $1 billion to $5 billion |
| Trunorth Capital Management, LLC | Kalamazoo | SEC-registered investment adviser | $500 million to $1 billion |
| Wolff Financial Management LLC | Kalamazoo | SEC-registered investment adviser | $500 million to $1 billion |
| Zhang Financial | Portage | SEC-registered investment adviser | Over $5 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 Kalamazoo, MI using Charles Schwab. https://advisorcensus.com/advisors/mi/kalamazoo/custodians/charles-schwab https://advisorcensus.com/advisors/mi/kalamazoo/custodians/charles-schwab