AdvisorCensus / Financial advisors / Ohio / Toledo, OH / Charles Schwab
Financial advisors in Toledo, OH using Charles Schwab
10 SEC-registered investment advisory firms headquartered in the Toledo, 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 |
|---|---|---|---|
| Alan B. Lancz & Associates, Inc. | Toledo | SEC-registered investment adviser | $100 million to $500 million |
| Beacon Associates Wealth Management, LLC | Maumee | SEC-registered investment adviser | $100 million to $500 million |
| Croak Capital | Toledo | SEC-registered investment adviser | $100 million to $500 million |
| Heritage Financial Advisors, LLC | Waterville | SEC-registered investment adviser | $100 million to $500 million |
| MPM Wealth Advisors | Holland | SEC-registered investment adviser | $1 billion to $5 billion |
| SJS Investment Services | Sylvania | SEC-registered investment adviser | $1 billion to $5 billion |
| TFO Wealth Partners | Maumee | SEC-registered investment adviser | Over $5 billion |
| The Retirement Guys Formula | Maumee | SEC-registered investment adviser | $100 million to $500 million |
| Venture Visionary Partners LLC | Sylvania | SEC-registered investment adviser | Over $5 billion |
| Wurz Financial Services, LLC | Holland | 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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