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Financial ADVSR advisor directory · SEC adviser records

Schwab Wealth Advisory, Inc. financial advisors in San Francisco, CA

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

The short answer

67 registered advisors work at Schwab Wealth Advisory, Inc. in San Francisco, out of 1,476 at the firm nationwide; it ranks number 11 in the city by advisors. 30 list the CFP designation and 65 are also registered broker representatives.

Schwab Wealth Advisory, Inc. advisors in San Francisco, 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 162Chicago, 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 San Francisco

All San Francisco advisors →

Morgan Stanley 427J.P. Morgan Securities LLC 286Merrill Lynch, Pierce, Fenner & Smith Incorporated 218UBS Financial Services Inc. 209Farther 144Wells Fargo Clearing Services, LLC 110Strategic Advisers LLC 75Citigroup Global Markets Inc. 73Charles Schwab & Co., Inc. 70Iconiq Capital, LLC 69Parallel Advisors, LLC 55Perigon Wealth Management, LLC 50

Questions

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

67 investment adviser representatives are registered at Schwab Wealth Advisory, Inc. offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 1,476 nationwide. 30 list the CFP designation and 65 are also registered as broker representatives.

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

Schwab Wealth Advisory, Inc. ranks number 11 in San Francisco by registered advisors; Morgan Stanley has the most, with 427.

How do I check a Schwab Wealth Advisory, 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 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.