AdvisorCensus / Financial advisors / Texas / College Station, TX / Charles Schwab
Financial advisors in College Station, TX using Charles Schwab
5 SEC-registered investment advisory firms headquartered in the College Station, TX 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 |
|---|---|---|---|
| Briaud Financial Advisors | College Station | SEC-registered investment adviser | $500 million to $1 billion |
| Charis Legacy Partners | Bryan | SEC-registered investment adviser | $100 million to $500 million |
| Paragon Financial Advisors | College Station | SEC-registered investment adviser | $1 billion to $5 billion |
| Smith & Wyatt | College Station | SEC-registered investment adviser | $100 million to $500 million |
| Warwick Partners | Bryan | SEC-registered investment adviser | $1 billion to $5 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 College Station, TX using Charles Schwab. https://advisorcensus.com/advisors/tx/college-station/custodians/charles-schwab https://advisorcensus.com/advisors/tx/college-station/custodians/charles-schwab