AdvisorCensus / Financial advisors / Nevada / Las Vegas, NV / Charles Schwab
Financial advisors in Las Vegas, NV using Charles Schwab
21 SEC-registered investment advisory firms headquartered in the Las Vegas, NV 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 |
|---|---|---|---|
| Adaptive Wealth Engineering | Las Vegas | SEC-registered investment adviser | $100 million to $500 million |
| Arista Wealth Management, LLC | Las Vegas | SEC-registered investment adviser | $1 billion to $5 billion |
| Bauman Wealth Advisors | Las Vegas | SEC-registered investment adviser | $100 million to $500 million |
| Capstone Capital Wealth Advisors | Henderson | SEC-registered investment adviser | $100 million to $500 million |
| Cassady Wealth & Retirement Planning L.L.C. | Henderson | SEC-registered investment adviser | $100 million to $500 million |
| Diazo, LLC | Henderson | SEC-registered investment adviser | $100 million to $500 million |
| Forthright Capital | Las Vegas | SEC-registered investment adviser | $100 million to $500 million |
| Holm & Cawley Financial Group LLC | Las Vegas | SEC-registered investment adviser | $100 million to $500 million |
| Investment Management Consultants | Las Vegas | SEC-registered investment adviser | $100 million to $500 million |
| Kingsbridge Wealth Management, Inc. | Las Vegas | SEC-registered investment adviser | $100 million to $500 million |
| Manhattan Global Asset Management LLC | Las Vegas | SEC-registered investment adviser | $100 million to $500 million |
| McBroom & Associates, LLC | Las Vegas | SEC-registered investment adviser | $100 million to $500 million |
| Moler Capital Management | Las Vegas | SEC-registered investment adviser | $100 million to $500 million |
| Octavia Investments LLC | Las Vegas | SEC-registered investment adviser | $100 million to $500 million |
| Rareview Capital LLC | Las Vegas | SEC-registered investment adviser | $500 million to $1 billion |
| RJJ Pasadena Securities, Inc. | Henderson | SEC-registered investment adviser | $100 million to $500 million |
| Skyoak Capital, Inc. | Las Vegas | SEC-registered investment adviser | $100 million to $500 million |
| The Investment Counsel Company | Las Vegas | SEC-registered investment adviser | $1 billion to $5 billion |
| West Ridge Advisors | Henderson | SEC-registered investment adviser | $100 million to $500 million |
| Whalen Financial | Las Vegas | SEC-registered investment adviser | $100 million to $500 million |
| Winans Investments | Las Vegas | 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 Las Vegas, NV using Charles Schwab. https://advisorcensus.com/advisors/nv/las-vegas/custodians/charles-schwab https://advisorcensus.com/advisors/nv/las-vegas/custodians/charles-schwab