AdvisorCensus / Financial advisors / Virginia / Charlottesville, VA / Charles Schwab
Financial advisors in Charlottesville, VA using Charles Schwab
13 SEC-registered investment advisory firms headquartered in the Charlottesville, VA 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 |
|---|---|---|---|
| A. N. Culbertson & Company, Inc. | Charlottesville | SEC-registered investment adviser | $500 million to $1 billion |
| Aria Wealth Partners | Charlottesville | SEC-registered investment adviser | $100 million to $500 million |
| Chase Investment Counsel Corporation | Charlottesville | SEC-registered investment adviser | $500 million to $1 billion |
| Clio Asset Management LLC | Charlottesville | SEC-registered investment adviser | $100 million to $500 million |
| Drystone LLC | Ivy | SEC-registered investment adviser | $100 million to $500 million |
| Fields Gottscho Capital Management LLC | Charlottesville | SEC-registered investment adviser | $100 million to $500 million |
| Marotta Wealth Management, Inc. | Charlottesville | SEC-registered investment adviser | $500 million to $1 billion |
| Masonry Capital Management, LLC | Charlottesville | SEC-registered investment adviser | $100 million to $500 million |
| Morris & Wells Wealth Management | Charlottesville | SEC-registered investment adviser | $500 million to $1 billion |
| Oakleigh Wealth Services | Crozet | SEC-registered investment adviser | $100 million to $500 million |
| Rede Wealth, LLC | Charlottesville | SEC-registered investment adviser | $100 million to $500 million |
| Solitude Financial Services, Inc. | Charlottesville | SEC-registered investment adviser | $100 million to $500 million |
| Split Creek LLC DBA Split Creek Capital LLC | North Garden | 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
Cite this page
AdvisorCensus. Financial advisors in Charlottesville, VA using Charles Schwab. https://advisorcensus.com/advisors/va/charlottesville/custodians/charles-schwab https://advisorcensus.com/advisors/va/charlottesville/custodians/charles-schwab