AdvisorCensus / Financial advisors / Ohio / Dayton, OH / Charles Schwab
Financial advisors in Dayton, OH using Charles Schwab
12 SEC-registered investment advisory firms headquartered in the Dayton, 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 |
|---|---|---|---|
| Accent Capital Management, LLC | Centerville | SEC-registered investment adviser | $100 million to $500 million |
| Anderson Financial Strategies, LLC | Dayton | SEC-registered investment adviser | $100 million to $500 million |
| Artifex Financial Group, LLC | Oakwood | SEC-registered investment adviser | $100 million to $500 million |
| Beacon Capital Management, Inc. | Dayton | SEC-registered investment adviser | $1 billion to $5 billion |
| Blake Schutter Theil Wealth Advisors, LLC | Dayton | SEC-registered investment adviser | $100 million to $500 million |
| Dean Investments | Beavercreek | SEC-registered investment adviser | $500 million to $1 billion |
| Eubel Brady & Suttman | Miamisburg | SEC-registered investment adviser | $1 billion to $5 billion |
| Gudorf Financial Group, LLC | Dayton | SEC-registered investment adviser | $100 million to $500 million |
| James Investment Research Inc | Xenia | SEC-registered investment adviser | $1 billion to $5 billion |
| Monetary Solutions, Ltd. | Dayton | SEC-registered investment adviser | $100 million to $500 million |
| Ridgeline Wealth Planning LLC | Centerville | SEC-registered investment adviser | $100 million to $500 million |
| The Private Investment Group, Inc. | Kettering | 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 Dayton, OH using Charles Schwab. https://advisorcensus.com/advisors/oh/dayton/custodians/charles-schwab https://advisorcensus.com/advisors/oh/dayton/custodians/charles-schwab