AdvisorCensus / Financial advisors / Virginia / Virginia Beach, VA / Charles Schwab
Financial advisors in Virginia Beach, VA using Charles Schwab
22 SEC-registered investment advisory firms headquartered in the Virginia Beach, 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 |
|---|---|---|---|
| Altura Wealth Advisors | Virginia Beach | SEC-registered investment adviser | $100 million to $500 million |
| Apforia | Virginia Beach | SEC-registered investment adviser | $100 million to $500 million |
| Bay Capital Advisors, LLC | Virginia Beach | SEC-registered investment adviser | $100 million to $500 million |
| Bay Rivers Group Wealth Partners | Williamsburg | SEC-registered investment adviser | $100 million to $500 million |
| Beacon Harbor Wealth Advisors | Virginia Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Brown Advisory | Norfolk | SEC-registered investment adviser | Over $5 billion |
| Compton Wealth Advisory Group, LLC | Virginia Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Cook Financial Designs, Inc. | Virginia Beach | SEC-registered investment adviser | $100 million to $500 million |
| Courage Miller Partners, LLC | Norfolk | SEC-registered investment adviser | $100 million to $500 million |
| Dominguez Wealth Management Solutions, Inc. | Williamsburg | SEC-registered investment adviser | $100 million to $500 million |
| Fitzwilliams Wealth Management Inc. | Chesapeake | SEC-registered investment adviser | $100 million to $500 million |
| Gratus Wealth Advisors LLC | Virginia Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Harborpoint Wealth Partners | Virginia Beach | SEC-registered investment adviser | $100 million to $500 million |
| Joss Brown Wealth Advisors | Williamsburg | SEC-registered investment adviser | $100 million to $500 million |
| Korving & Company LLC | Suffolk | SEC-registered investment adviser | $100 million to $500 million |
| October Effect Ltd. | Virginia Beach | SEC-registered investment adviser | $100 million to $500 million |
| River Crescent Advisors, LLC | Suffolk | SEC-registered investment adviser | $100 million to $500 million |
| Tenzing Financial LLC | Williamsburg | SEC-registered investment adviser | $100 million to $500 million |
| The Ascent Group, LLC | Virginia Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Tull Financial Group, Inc. | Chesapeake | SEC-registered investment adviser | $100 million to $500 million |
| Wealthtrak Advisors | Virginia Beach | SEC-registered investment adviser | $100 million to $500 million |
| Wealthway Financial Advisors | Norfolk | 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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AdvisorCensus. Financial advisors in Virginia Beach, VA using Charles Schwab. https://advisorcensus.com/advisors/va/virginia-beach/custodians/charles-schwab https://advisorcensus.com/advisors/va/virginia-beach/custodians/charles-schwab