AdvisorCensus / Financial advisors / Washington / Kennewick, WA / Charles Schwab
Financial advisors in Kennewick, WA using Charles Schwab
3 SEC-registered investment advisory firms headquartered in the Kennewick, WA 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 |
|---|---|---|---|
| Christensen, King & Associates Investment Services, Inc. | Richland | SEC-registered investment adviser | $100 million to $500 million |
| HFG Advisors, Inc. | Kennewick | SEC-registered investment adviser | $100 million to $500 million |
| Petersen Hastings Wealth Advisors, Inc. | Kennewick | 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 Kennewick, WA using Charles Schwab. https://advisorcensus.com/advisors/wa/kennewick/custodians/charles-schwab https://advisorcensus.com/advisors/wa/kennewick/custodians/charles-schwab