AdvisorCensus / Financial advisors / Oregon / Medford, OR / Charles Schwab
Financial advisors in Medford, OR using Charles Schwab
7 SEC-registered investment advisory firms headquartered in the Medford, OR 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 |
|---|---|---|---|
| Cutler Investment Group | Jacksonville | SEC-registered investment adviser | $1 billion to $5 billion |
| Fidelis IM | Medford | SEC-registered investment adviser | $100 million to $500 million |
| Jones & Associates Premier Financial Solutions | Jacksonville | SEC-registered investment adviser | $100 million to $500 million |
| Koenig Investment Advisory, LLC | Ashland | SEC-registered investment adviser | $100 million to $500 million |
| Oregon Pacific Wealth Management | Medford | SEC-registered investment adviser | $100 million to $500 million |
| Practice Financial Group | Jacksonville | SEC-registered investment adviser | $100 million to $500 million |
| Retirement Planning Specialists, Inc. | Ashland | 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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