AdvisorCensus / Financial advisors / Utah / Provo, UT / Charles Schwab
Financial advisors in Provo, UT using Charles Schwab
21 SEC-registered investment advisory firms headquartered in the Provo, UT 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 |
|---|---|---|---|
| Accuvest Global Advisors, Inc. | Provo | SEC-registered investment adviser | $500 million to $1 billion |
| B.o.s.s. Retirement Advisors, LLC | Lehi | SEC-registered investment adviser | $1 billion to $5 billion |
| Blue Barn Wealth | Orem | SEC-registered investment adviser | $100 million to $500 million |
| Capital Wealth, LLC | Lehi | SEC-registered investment adviser | $100 million to $500 million |
| Exponent Wealth LLC | Orem | SEC-registered investment adviser | $100 million to $500 million |
| Keeler Thomas Management LLC | Orem | SEC-registered investment adviser | $100 million to $500 million |
| Livet Wealth, LLC | Spanish Fork | SEC-registered investment adviser | $100 million to $500 million |
| Lone Peak Global Investors, LLC | Alpine | SEC-registered investment adviser | $500 million to $1 billion |
| My Prosper Team | Lehi | SEC-registered investment adviser | $25 million to $100 million |
| Paragon Wealth Management | Provo | SEC-registered investment adviser | $100 million to $500 million |
| Peterson Wealth Advisors, LLC | Orem | SEC-registered investment adviser | $500 million to $1 billion |
| Portside Wealth Group, LLC | Provo | SEC-registered investment adviser | $1 billion to $5 billion |
| Prestige Wealthwide, LLC | Lehi | SEC-registered investment adviser | $100 million to $500 million |
| Provident Living Financial Services | Lehi | SEC-registered investment adviser | $100 million to $500 million |
| Soulence Wealth Management | Pleasant Grove | SEC-registered investment adviser | $100 million to $500 million |
| Squire Wealth Advisors | Orem | SEC-registered investment adviser | $500 million to $1 billion |
| Switchpoint Financial Planning LLC | Lehi | SEC-registered investment adviser | $100 million to $500 million |
| Tanara Wealth Management LLC | Lehi | SEC-registered investment adviser | $1 billion to $5 billion |
| The Norden Group LLC | Provo | SEC-registered investment adviser | $1 billion to $5 billion |
| The Professional Financial Company LLC | Orem | SEC-registered investment adviser | $100 million to $500 million |
| Townsquare Capital, LLC | Lehi | SEC-registered investment adviser | Over $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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