AdvisorCensus / Financial advisors / North Carolina / Charlotte, NC / Charles Schwab
Financial advisors in Charlotte, NC using Charles Schwab
59 SEC-registered investment advisory firms headquartered in the Charlotte, NC 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 |
|---|---|---|---|
| A4 Wealth Advisors LLC | Huntersville | SEC-registered investment adviser | $100 million to $500 million |
| Adhesion Wealth Advisor Solutions | Charlotte | SEC-registered investment adviser | Over $5 billion |
| Alpha Financial Advisors, LLC | Charlotte | SEC-registered investment adviser | $500 million to $1 billion |
| Alphastar Capital Management | Cornelius | SEC-registered investment adviser | $1 billion to $5 billion |
| Anderson Griggs Investments | Rock Hill | SEC-registered investment adviser | $100 million to $500 million |
| Auctus Advisors LLC | Charlotte | SEC-registered investment adviser | $500 million to $1 billion |
| Biltmore Family Office, LLC | Charlotte | SEC-registered investment adviser | $1 billion to $5 billion |
| Blueprint Financial Advisors | Charlotte | SEC-registered investment adviser | $1 billion to $5 billion |
| BNA Wealth | Rock Hill | SEC-registered investment adviser | $500 million to $1 billion |
| Bragg Financial Advisors Inc | Charlotte | SEC-registered investment adviser | $1 billion to $5 billion |
| Broyhill Asset Management, LLC | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Burkett Financial Services, LLC | Rock Hill | SEC-registered investment adviser | $500 million to $1 billion |
| Calamita Wealth Management | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Cannon Advisors | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Clearview Wealth Management | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Cornerstone Wealth | Huntersville | SEC-registered investment adviser | $1 billion to $5 billion |
| Cornerstone Wealth Planning | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Crown Wealth Group LLC | Charlotte | SEC-registered investment adviser | $500 million to $1 billion |
| Defender Capital | Charlotte | SEC-registered investment adviser | $500 million to $1 billion |
| Dolan Capital Advisors, LLC | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Eastover Capital Management | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Everstar Asset Management, LLC | Mooresville | SEC-registered investment adviser | $100 million to $500 million |
| Family Wealth Partners, LLC | Matthews | SEC-registered investment adviser | $100 million to $500 million |
| Forest Capital | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Front Porch Financial Advisory | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Gouws Capital LLC | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Granada Wealth Management, LLC | Davidson | SEC-registered investment adviser | $100 million to $500 million |
| Greenway Wealth Advisors, LLC | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Hayden Harper Wealth Advisory, LLC | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Hobart Wealth | Charlotte | SEC-registered investment adviser | $500 million to $1 billion |
| IA Network, LLC | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Insight Folios | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Integrative Planning, Inc. | Cornelius | SEC-registered investment adviser | $100 million to $500 million |
| Investor Advisory Group | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Kucharo Wealth | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Laurel Wealth Advisors, LLC | Charlotte | SEC-registered investment adviser | $1 billion to $5 billion |
| Linden Thomas Advisory Services, LLC | Charlotte | SEC-registered investment adviser | $1 billion to $5 billion |
| Lyon Wealth Advisors | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| MBL Advisors | Charlotte | SEC-registered investment adviser | $1 billion to $5 billion |
| Milestone Investments, Inc. | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Mill Capital Management, LLC | Concord | SEC-registered investment adviser | $1 billion to $5 billion |
| New Republic Partners | Charlotte | SEC-registered investment adviser | $1 billion to $5 billion |
| Novare Capital Management | Charlotte | SEC-registered investment adviser | $1 billion to $5 billion |
| Passport Wealth Management | Cornelius | SEC-registered investment adviser | $100 million to $500 million |
| Portus Wealth Advisors, LLC | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Reichard Capital, LLC | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Sanctuary Financial Planning, LLC | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Sparta Wealth Partners | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Stewardship Partners Investment Counsel, Inc. | Matthews | SEC-registered investment adviser | $25 million to $100 million |
| Strathmore Capital Advisors | Charlotte | SEC-registered investment adviser | $500 million to $1 billion |
| Tagstone Capital, Inc. | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Tannin Capital, LLC | Charlotte | SEC-registered investment adviser | $500 million to $1 billion |
| The Financial Legacy Group | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Topsail Wealth Management LLC | Charlotte | SEC-registered investment adviser | $1 billion to $5 billion |
| Verum Partners LLC | Charlotte | SEC-registered investment adviser | $1 billion to $5 billion |
| Vision Capital & Management | Davidson | SEC-registered investment adviser | $100 million to $500 million |
| Wealthpoint Advisors | Cramerton | SEC-registered investment adviser | $100 million to $500 million |
| WMS Advisors, LLC | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Worth Advisors | Charlotte | 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 Charlotte, NC using Charles Schwab. https://advisorcensus.com/advisors/nc/charlotte/custodians/charles-schwab https://advisorcensus.com/advisors/nc/charlotte/custodians/charles-schwab