AdvisorCensus / Financial advisors / North Carolina / Raleigh, NC / Charles Schwab
Financial advisors in Raleigh, NC using Charles Schwab
42 SEC-registered investment advisory firms headquartered in the Raleigh, 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 |
|---|---|---|---|
| Advisorengine Portfolio Solutions Inc. | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| Advisorstrust Partners LLC | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| AIM Advisors, LLC | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| ARK Royal Wealth Management LLC | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| Armor Investment Advisors, LLC | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| Beacon Financial Strategies Corp. | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| Blue Water Capital Management, LLC | Apex | SEC-registered investment adviser | $100 million to $500 million |
| Broad Reach Capital LLC | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| BSG Advisers | Apex | SEC-registered investment adviser | $100 million to $500 million |
| Capital Advisers, Inc. | Raleigh | SEC-registered investment adviser | $500 million to $1 billion |
| Capital Investment Advisory Services, LLC | Raleigh | SEC-registered investment adviser | $1 billion to $5 billion |
| Cardinal Capital Management Inc | Raleigh | SEC-registered investment adviser | $1 billion to $5 billion |
| Charter Wealth Management | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| Collegiate Capital Management, Inc. | Raleigh | SEC-registered investment adviser | $500 million to $1 billion |
| Cordgrass Capital Advisors, LLC | Raleigh | SEC-registered investment adviser | $500 million to $1 billion |
| EQV Advisory, LLC | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| Evergreen Wealth Advisors | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| Family Legacy Financial Solutions, LLC | Cary | SEC-registered investment adviser | $100 million to $500 million |
| First Financial Group | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| First Oak Wealth Management, LLC | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| Fortress Private Ledger, LLC | Raleigh | SEC-registered investment adviser | $500 million to $1 billion |
| Founders Financial Alliance, LLC | Raleigh | SEC-registered investment adviser | $1 billion to $5 billion |
| Guardian Wealth Advisors, LLC | Raleigh | SEC-registered investment adviser | $1 billion to $5 billion |
| Hicks & Associates Wealth Management, LLC | Cary | SEC-registered investment adviser | $100 million to $500 million |
| Hollingsworth Avent Averre & Purvis, PA | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| Lifeplan Group | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| Peace of Mind Wealth Management | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| Pendleton Financial Wealth Management | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| Physicians Financial Services, Inc. | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| Quest 10 Wealth Builders, Inc. | Fuquay-Varina | SEC-registered investment adviser | $100 million to $500 million |
| REH Wealth Advisors LLC | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| Ridgeline Wealth Advisors, LLC. | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| Saber Capital Management LLC | Fuquay Varina | SEC-registered investment adviser | $100 million to $500 million |
| Shah Capital Management | Raleigh | SEC-registered investment adviser | $500 million to $1 billion |
| Sound Financial Management, Inc. | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| The Wealth Group, Ltd | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| Tolley Financial Group, LLC | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| Townsend Asset Management Corp. | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| TRG Capital Management, Inc. | Raleigh | SEC-registered investment adviser | $100 million to $500 million |
| Triangle Wealth Management | Raleigh | SEC-registered investment adviser | $1 billion to $5 billion |
| Veratis Advisors, Inc. | Cary | SEC-registered investment adviser | Over $5 billion |
| White Oak Wealth Partners | Raleigh | 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 Raleigh, NC using Charles Schwab. https://advisorcensus.com/advisors/nc/raleigh/custodians/charles-schwab https://advisorcensus.com/advisors/nc/raleigh/custodians/charles-schwab