Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in San Francisco, CA
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in San Francisco, A to Z.
The short answer
70 registered advisors work at Charles Schwab & Co., Inc. in San Francisco, out of 5,933 at the firm nationwide; it ranks number 10 in the city by advisors. 7 list the CFP designation and 70 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in San Francisco, A to Z
Every Charles Schwab & Co., Inc. advisor →- Steven D. AlianoAlso a broker rep
- Raphael A. AnayaAlso a broker rep
- Mark M. AndersonAlso a broker rep
- Richard A. ArmelliniAlso a broker rep
- Sara BalkAlso a broker rep
- Jeffrey S. BowdenCertified Financial Planner · Also a broker rep
- Robert E. CabeceirasAlso a broker rep
- Chelsea R. CarltonAlso a broker rep
- Sai-Kit ChanAlso a broker rep
- Theresa H. ChaoAlso a broker rep
- Jack J. ChauAlso a broker rep
- Philip M. ChoiAlso a broker rep
- Gerald M. CloneyAlso a broker rep
- Ashley M. CosioAlso a broker rep
- Michael A. DavisAlso a broker rep
- Catherine C. Deane GongAlso a broker rep
- Peter H. DellaroccaAlso a broker rep
- R S. DurcaninAlso a broker rep
- Heather T. EinhellAlso a broker rep
- Dillon M. FoehrAlso a broker rep
- Giovanni GalindoAlso a broker rep
- Chase R. GoulartAlso a broker rep
- Michael N. GrayAlso a broker rep
- Sarah C. HerdeAlso a broker rep
- Nicholas HimanAlso a broker rep
- David T. HinesCertified Financial Planner · Also a broker rep
- Jeremy J. HooverAlso a broker rep
- Jenny X. HuangAlso a broker rep
- Summer R. JonesCertified Financial Planner · Also a broker rep
- Melodye W. JungAlso a broker rep
- Richard T. KahanAlso a broker rep
- Laurie KwongAlso a broker rep
- Gloria A. LaiAlso a broker rep
- Brianna LaysecaAlso a broker rep
- Allen C. LeeAlso a broker rep
- Megan LiAlso a broker rep
- Jingfeng LiaoAlso a broker rep
- Zachary R. LopesAlso a broker rep
- Richard E. LopezAlso a broker rep
- Melinda M. LouieAlso a broker rep
- John D. MetallicAlso a broker rep
- Daniel MillerAlso a broker rep
- Riley MitrickAlso a broker rep
- Bich D. NguyenAlso a broker rep
- Mathias P. PicotAlso a broker rep
- Rhyan O. PolitanoAlso a broker rep
- Yuan QiAlso a broker rep
- Michelle E. RaczekAlso a broker rep
- Mark W. RiepeAlso a broker rep
- Renata RodriguezAlso a broker rep
- Aminta A. Romero-DunkleAlso a broker rep
- Scott C. RueggAlso a broker rep
- Gregory L. SchreinerAlso a broker rep
- Steven C. SilverAlso a broker rep
- Matthew D. SmithAlso a broker rep
- Samantha L. SolbergAlso a broker rep
- John V. SturialeCertified Financial Planner · Also a broker rep
- James B. TitusCertified Financial Planner · Also a broker rep
- Bernard J. TongCertified Financial Planner · Also a broker rep
- Rosalind Van AukerAlso a broker rep
- Ryan WahlAlso a broker rep
- Mingxiao WangAlso a broker rep
- Alex L. WestCertified Financial Planner · Also a broker rep
- Angela B. WongAlso a broker rep
- Joseph WragaAlso a broker rep
- Alexander D. WrightAlso a broker rep
- Helen YangAlso a broker rep
- Zhi Yong S. YangAlso a broker rep
- Kenneth W. YuAlso a broker rep
- Anthony P. ZellerAlso a broker rep
Charles Schwab & Co., Inc. advisors in every city and state →Charles Schwab & Co., Inc.: assets, clients and custodians →Schwab news and advisor moves →Advisor Moves: who changed firms this week →
Charles Schwab & Co., Inc. advisors in other cities
Westlake, TX 788Lone Tree, CO 468Phoenix, AZ 425Orlando, FL 217Omaha, NE 201Austin, TX 197Indianapolis, IN 156New York City, NY 89Chicago, IL 88Richfield, OH 66St Louis, MO 61San Diego, CA 42Scottsdale, AZ 42Newport Beach, CA 40Denver, CO 38
Other firms in San Francisco
All San Francisco advisors →Morgan Stanley 418J.P. Morgan Securities LLC 294Merrill Lynch, Pierce, Fenner & Smith Incorporated 215UBS Financial Services Inc. 189Farther 131Wells Fargo Clearing Services, LLC 109Citigroup Global Markets Inc. 79Schwab Wealth Advisory, Inc. 75Iconiq Capital, LLC 73Strategic Advisers LLC 65Parallel Advisors, LLC 54Perigon Wealth Management, LLC 52
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in San Francisco?
70 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 7 list the CFP designation and 70 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in San Francisco?
Charles Schwab & Co., Inc. ranks number 10 in San Francisco by registered advisors; Morgan Stanley has the most, with 418.
How do I check a Charles Schwab & Co., Inc. advisor in San Francisco?
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 Charles Schwab & Co., 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.