AdvisorCensus / Financial advisors / North Carolina / Greensboro, NC / Charles Schwab
Financial advisors in Greensboro, NC using Charles Schwab
12 SEC-registered investment advisory firms headquartered in the Greensboro, 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 |
|---|---|---|---|
| Blueprint Investment Partners LLC | Greensboro | SEC-registered investment adviser | $1 billion to $5 billion |
| Capital Management LLC | Greensboro | SEC-registered investment adviser | $100 million to $500 million |
| Carolina Financial Advisors, Inc. | Greensboro | SEC-registered investment adviser | $100 million to $500 million |
| Cascades Capital Asset Management, LLC | Greensboro | SEC-registered investment adviser | $100 million to $500 million |
| Granville Capital, Inc. | Greensboro | SEC-registered investment adviser | $1 billion to $5 billion |
| Holderness Investments Co | Greensboro | SEC-registered investment adviser | $500 million to $1 billion |
| Level Wealth Management LLC | Greensboro | SEC-registered investment adviser | $100 million to $500 million |
| Smith Partners Wealth Management, LLC | Greensboro | SEC-registered investment adviser | $100 million to $500 million |
| Smith Salley Wealth Management | Greensboro | SEC-registered investment adviser | $1 billion to $5 billion |
| Spartan Planning Group | Greensboro | SEC-registered investment adviser | $100 million to $500 million |
| Strategic Advisory Partners | Greensboro | SEC-registered investment adviser | $100 million to $500 million |
| Zuraw Financial Advisors, LLC | Greensboro | 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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