AdvisorCensus / Financial advisors / North Carolina / Wilmington, NC / Charles Schwab
Financial advisors in Wilmington, NC using Charles Schwab
6 SEC-registered investment advisory firms headquartered in the Wilmington, 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 |
|---|---|---|---|
| Dovetail Financial Group LLC | Wilmington | SEC-registered investment adviser | $100 million to $500 million |
| Live Oak Private Wealth, LLC | Wilmington | SEC-registered investment adviser | $1 billion to $5 billion |
| Lumina Wealth Management, LLC | Wilmington | SEC-registered investment adviser | $100 million to $500 million |
| Masonboro Advisors | Wilmington | SEC-registered investment adviser | $100 million to $500 million |
| The Breit Group | Wrightsville Beach | SEC-registered investment adviser | $100 million to $500 million |
| Tilia Fiduciary Partners, Inc. | Wilmington | 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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