AdvisorCensus / Financial advisors / Nebraska / Lincoln, NE / Charles Schwab
Financial advisors in Lincoln, NE using Charles Schwab
5 SEC-registered investment advisory firms headquartered in the Lincoln, NE 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 |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln | SEC-registered investment adviser | Over $5 billion |
| Paradigm Wealth Management | Lincoln | SEC-registered investment adviser | $100 million to $500 million |
| Pittenger & Anderson Inc | Lincoln | SEC-registered investment adviser | $1 billion to $5 billion |
| Plan a Wealth, LLC | Lincoln | SEC-registered investment adviser | $100 million to $500 million |
| R2 Wealth Management Partners | Lincoln | 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 Lincoln, NE using Charles Schwab. https://advisorcensus.com/advisors/ne/lincoln/custodians/charles-schwab https://advisorcensus.com/advisors/ne/lincoln/custodians/charles-schwab