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Financial ADVSR advisor directory · SEC adviser records

Schwab Wealth Advisory, Inc. financial advisors in Phoenix, AZ

Every SEC-registered investment adviser representative at a Schwab Wealth Advisory, Inc. office in Phoenix, A to Z.

The short answer

260 registered advisors work at Schwab Wealth Advisory, Inc. in Phoenix, out of 1,476 at the firm nationwide; it ranks number 2 in the city by advisors. 100 list the CFP designation and 257 are also registered broker representatives.

Schwab Wealth Advisory, Inc. advisors in Phoenix, A to Z

Every Schwab Wealth Advisory, Inc. advisor →

Schwab Wealth Advisory, Inc. advisors in every city and state →Schwab Wealth Advisory, Inc.: assets, clients and custodians →Schwab news and advisor moves →Advisor Moves: who changed firms this week →

Schwab Wealth Advisory, Inc. advisors in other cities

Lone Tree, CO 204Orlando, FL 188Westlake, TX 177Indianapolis, IN 162San Francisco, CA 75Chicago, IL 31Atlanta, GA 29Austin, TX 20Charlotte, NC 19Jersey City, NJ 19San Diego, CA 19Bellevue, WA 17Tysons Corner, VA 17Edina, MN 15Irvine, CA 15

Other firms in Phoenix

All Phoenix advisors →

Charles Schwab & Co., Inc. 425Foundations Investment Advisors LLC 120Cetera Investment Advisers LLC 96Merrill Lynch, Pierce, Fenner & Smith Incorporated 92J.P. Morgan Securities LLC 81Strategic Advisers LLC 61LPL Financial LLC 58UBS Financial Services Inc. 50Edelman Financial Engines 45Morgan Stanley 41Brookwood Investment Group 34Dynamic 34

Questions

How many financial advisors does Schwab Wealth Advisory, Inc. have in Phoenix?

260 investment adviser representatives are registered at Schwab Wealth Advisory, Inc. offices in Phoenix, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 1,476 nationwide. 100 list the CFP designation and 257 are also registered as broker representatives.

Is Schwab Wealth Advisory, Inc. one of the largest advisor employers in Phoenix?

Schwab Wealth Advisory, Inc. ranks number 2 in Phoenix by registered advisors; Charles Schwab & Co., Inc. has the most, with 425.

How do I check a Schwab Wealth Advisory, Inc. advisor in Phoenix?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Schwab Wealth Advisory, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.