AdvisorCensus / Financial advisors / South Carolina / Greenville, SC / Charles Schwab
Financial advisors in Greenville, SC using Charles Schwab
16 SEC-registered investment advisory firms headquartered in the Greenville, SC 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 |
|---|---|---|---|
| BCA Private Wealth, Inc. | Greenville | SEC-registered investment adviser | $100 million to $500 million |
| DBA Big Money Retirement and Big Retirement | Greenville | SEC-registered investment adviser | $100 million to $500 million |
| Discipline Wealth Solutions, Inc. | Greenville | SEC-registered investment adviser | $500 million to $1 billion |
| Family Legacy, Inc. | Greenville | SEC-registered investment adviser | $100 million to $500 million |
| Foster Victor | Greenville | SEC-registered investment adviser | $1 billion to $5 billion |
| Hardin Capital Partners, LLC | Greenville | SEC-registered investment adviser | $100 million to $500 million |
| Idle Hill Advisors LLC | Greenville | SEC-registered investment adviser | $100 million to $500 million |
| J. Freeman & Associates | Greenville | SEC-registered investment adviser | $100 million to $500 million |
| Match Grade Advisors | Greenville | SEC-registered investment adviser | $100 million to $500 million |
| Novus Advisors | Greenville | SEC-registered investment adviser | $25 million to $100 million |
| Taverik Capital, LLC | Greenville | SEC-registered investment adviser | $25 million to $100 million |
| The Fiduciary Alliance | Greenville | SEC-registered investment adviser | $1 billion to $5 billion |
| Trunorth Advisors | Greenville | SEC-registered investment adviser | $100 million to $500 million |
| Van DER Noord Financial Advisors, Inc. | Greer | SEC-registered investment adviser | $100 million to $500 million |
| Wealth Intelligently Navigated, LLC | Greer | SEC-registered investment adviser | $500 million to $1 billion |
| Wealth Management Advisors, LLC | Greenville | SEC-registered investment adviser | $500 million to $1 billion |
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 Greenville, SC using Charles Schwab. https://advisorcensus.com/advisors/sc/greenville/custodians/charles-schwab https://advisorcensus.com/advisors/sc/greenville/custodians/charles-schwab