AdvisorCensus / Financial advisors / Ohio / Akron, OH / Charles Schwab
Financial advisors in Akron, OH using Charles Schwab
20 SEC-registered investment advisory firms headquartered in the Akron, OH 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 |
|---|---|---|---|
| Alpha Asset Management | Akron | SEC-registered investment adviser | $100 million to $500 million |
| Broadleaf Partners, LLC | Hudson | SEC-registered investment adviser | $500 million to $1 billion |
| Demming Financial Services Corp. | Aurora | SEC-registered investment adviser | $500 million to $1 billion |
| EGI Financial, Inc. | Akron | SEC-registered investment adviser | $100 million to $500 million |
| Ellsworth Advisors, LLC | Hudson | SEC-registered investment adviser | $1 billion to $5 billion |
| Kohmann Bosshard Financial Services, LLC. | Akron | SEC-registered investment adviser | $1 billion to $5 billion |
| Lindahl & Mansager Inc | Fairlawn | SEC-registered investment adviser | $100 million to $500 million |
| NYE Wealth Management LLC | Hudson | SEC-registered investment adviser | $100 million to $500 million |
| Oak Associates Ltd | Akron | SEC-registered investment adviser | $1 billion to $5 billion |
| Oelschlager Investments | Akron | SEC-registered investment adviser | $25 million to $100 million |
| Presper Financial Architects, LLC | Akron | SEC-registered investment adviser | $100 million to $500 million |
| Revisor Wealth Management LLC | Akron | SEC-registered investment adviser | $1 billion to $5 billion |
| Ruggaard & Associates | Hudson | SEC-registered investment adviser | $100 million to $500 million |
| Scofield & Company, LLC | Fairlawn | SEC-registered investment adviser | $100 million to $500 million |
| Sequoia Financial Group, L.L.C. | Akron | SEC-registered investment adviser | Over $5 billion |
| Signal Tree Financial Partners LLC | Copley | SEC-registered investment adviser | $100 million to $500 million |
| Summit Wealth Management LLC | Akron | SEC-registered investment adviser | $100 million to $500 million |
| True Wealth Design, LLC | Akron | SEC-registered investment adviser | $100 million to $500 million |
| Valmark Advisers, Inc. | Akron | SEC-registered investment adviser | Over $5 billion |
| Western Reserve Capital Management, LLC | Hudson | 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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