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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Schwab Wealth Advisory, Inc. financial advisors in Los Angeles, CA

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

The short answer

8 registered advisors work at Schwab Wealth Advisory, Inc. in Los Angeles, out of 1,476 at the firm nationwide; it ranks number 59 in the city by advisors. 1 list the CFP designation and 8 are also registered broker representatives.

Schwab Wealth Advisory, Inc. advisors in Los Angeles, 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

Phoenix, AZ 257Lone 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 15

Other firms in Los Angeles

All Los Angeles advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 341J.P. Morgan Securities LLC 308Capital Client Group, Inc. 288Morgan Stanley 199Lido 186UBS Financial Services Inc. 137Wells Fargo Clearing Services, LLC 127Rockefeller Financial LLC 98Seia 71Capital Group Private Client Services, Inc. 70MML Investors Services, LLC 58Strategic Advisers LLC 55

Questions

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

8 investment adviser representatives are registered at Schwab Wealth Advisory, Inc. offices in Los Angeles, California, according to the SEC's Investment Adviser Public Disclosure records, out of 1,476 nationwide. 1 list the CFP designation and 8 are also registered as broker representatives.

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

Schwab Wealth Advisory, Inc. ranks number 59 in Los Angeles by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 341.

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

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.