AdvisorCensus / Custodians / Charles Schwab

Investment advisory firms using Charles Schwab as a custodian

6,419 SEC-registered investment advisory firms name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV. Metro areas with at least 3 of them are below.

How this list is built

Metro area	Advisory firms
New York, NY	422
Los Angeles, CA	279
San Francisco, CA	250
Chicago, IL	220
Dallas, TX	169
Boston, MA	167
Philadelphia, PA	166
Atlanta, GA	135
Miami, FL	127
Minneapolis, MN	127
Denver, CO	122
Washington, DC	121
Houston, TX	111
Phoenix, AZ	111
San Diego, CA	104
Detroit, MI	103
Seattle, WA	101
Portland, OR	96
Austin, TX	83
St. Louis, MO	79
Kansas City, MO	68
Charlotte, NC	59
Tampa, FL	59
Cincinnati, OH	57
Cleveland, OH	56
Columbus, OH	56
Orlando, FL	55
Baltimore, MD	53
Bridgeport, CT	49
Milwaukee, WI	49
Pittsburgh, PA	47
Indianapolis, IN	45
San Jose, CA	45
Rochester, NY	44
Raleigh, NC	42
Richmond, VA	38
Salt Lake City, UT	38
Grand Rapids, MI	37
Nashville, TN	37
North Port, FL	36
Sacramento, CA	36
Omaha, NE	35
Hartford, CT	33
Buffalo, NY	31
Memphis, TN	30
Providence, RI	30
Birmingham, AL	28
Jacksonville, FL	27
Madison, WI	26
San Antonio, TX	26
Boise City, ID	25
Des Moines, IA	24
Oxnard, CA	24
Tulsa, OK	24
Albany, NY	23
Louisville, KY	23
Santa Maria, CA	22
Virginia Beach, VA	22
Allentown, PA	21
Charleston, SC	21
Knoxville, TN	21
Las Vegas, NV	21
Provo, UT	21
Riverside, CA	21
Akron, OH	20
Boulder, CO	18
Little Rock, AR	18
Naples, FL	18
Chattanooga, TN	17
Colorado Springs, CO	17
Syracuse, NY	17
Greenville, SC	16
Oklahoma City, OK	16
Santa Rosa, CA	16
Spokane, WA	16
New Orleans, LA	15
Trenton, NJ	15
Harrisburg, PA	14
Lexington, KY	14
Manchester, NH	14
Portland, ME	14
Burlington, VT	13
Charlottesville, VA	13
Lancaster, PA	13
Reno, NV	13
Tucson, AZ	13
Ann Arbor, MI	12
Dayton, OH	12
Durham, NC	12
Greensboro, NC	12
Jackson, MS	11
Kalamazoo, MI	11
Waterbury, CT	11
Asheville, NC	10
Fort Collins, CO	10
Toledo, OH	10
Athens, GA	9
Hilton Head Island, SC	9
Urban Honolulu, HI	9
Worcester, MA	9
Baton Rouge, LA	8
Bend, OR	8
Columbia, SC	8
Davenport, IA	8
Fayetteville, AR	8
Kiryas Joel, NY	8
Winston-Salem, NC	8
Albuquerque, NM	7
Cape Coral, FL	7
Lansing, MI	7
Lubbock, TX	7
Medford, OR	7
New Haven, CT	7
Olympia, WA	7
Reading, PA	7
San Luis Obispo, CA	7
Savannah, GA	7
Scranton, PA	7
Springfield, MO	7
Atlantic City, NJ	6
Augusta, GA	6
Bellingham, WA	6
Bremerton, WA	6
Daphne, AL	6
Erie, PA	6
Lynchburg, VA	6
Mobile, AL	6
Ogden, UT	6
Palm Bay, FL	6
Peoria, IL	6
Salem, OR	6
Salinas, CA	6
Sioux Falls, SD	6
Tallahassee, FL	6
Wilmington, NC	6
Cedar Rapids, IA	5
College Station, TX	5
Dubuque, IA	5
Eugene, OR	5
Fort Wayne, IN	5
Fresno, CA	5
Lafayette, LA	5
Lincoln, NE	5
Modesto, CA	5
Pensacola, FL	5
Port St. Lucie, FL	5
Sebastian, FL	5
Slidell, LA	5
Stockton, CA	5
Topeka, KS	5
Waterloo, IA	5
Wichita, KS	5
York, PA	5
Bakersfield, CA	4
Barnstable Town, MA	4
Champaign, IL	4
Columbia, MO	4
Fargo, ND	4
Gainesville, FL	4
Green Bay, WI	4
Logan, UT	4
Napa, CA	4
Oshkosh, WI	4
Pittsfield, MA	4
Rockford, IL	4
Santa Fe, NM	4
Utica, NY	4
Yakima, WA	4
Anchorage, AK	3
Appleton, WI	3
Billings, MT	3
Binghamton, NY	3
Bloomington, IN	3
Canton, OH	3
Columbus, IN	3
Crestview, FL	3
Deltona, FL	3
Evansville, IN	3
Flint, MI	3
Glens Falls, NY	3
Harrisonburg, VA	3
Iowa City, IA	3
Ithaca, NY	3
Kennewick, WA	3
Kingsport, TN	3
Lafayette, IN	3
Lakeland, FL	3
Norwich, CT	3
Pinehurst, NC	3
Roanoke, VA	3
St. George, UT	3
Shreveport, LA	3
Springfield, IL	3
Wheeling, WV	3
Wildwood, FL	3

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.

Cite this page

AdvisorCensus. Investment advisory firms using Charles Schwab as a custodian. https://advisorcensus.com/custodians/charles-schwab
https://advisorcensus.com/custodians/charles-schwab