AdvisorCensus / Financial advisors / Pennsylvania / Reading, PA / Charles Schwab
Financial advisors in Reading, PA using Charles Schwab
7 SEC-registered investment advisory firms headquartered in the Reading, PA 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 |
|---|---|---|---|
| Alliance Financial | Wyomissing | SEC-registered investment adviser | $100 million to $500 million |
| Atlas Wealth Partners LLC | Wyomissing | SEC-registered investment adviser | $100 million to $500 million |
| Berkshire Advisors, Inc. | Wyomissing | SEC-registered investment adviser | $25 million to $100 million |
| Connors Investor Services Inc | Wyomissing | SEC-registered investment adviser | $1 billion to $5 billion |
| Lountzis Asset Management, LLC | Wyomissing | SEC-registered investment adviser | $500 million to $1 billion |
| Walsky Investment Management Inc | Wyomissing | SEC-registered investment adviser | $100 million to $500 million |
| Weik Capital Management | Wyomissing | 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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