Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors
Every SEC-registered investment adviser representative at Charles Schwab & Co., Inc., by the state and city of the office they work from.
5,933 registered advisors work at Charles Schwab & Co., Inc., in 49 states and 499 cities; the most are in Westlake, TX (788). 653 list the CFP designation and 5,914 are also registered broker representatives.
Search every Charles Schwab & Co., Inc. advisor by name →Who joined and left Charles Schwab & Co., Inc. →Charles Schwab & Co., Inc.: assets, clients and custodians →Schwab news and advisor moves →
Cities with the most Charles Schwab & Co., Inc. advisors
Westlake, TX 788Lone Tree, CO 468Phoenix, AZ 425Orlando, FL 217Omaha, NE 201Austin, TX 197Indianapolis, IN 156New York City, NY 89Chicago, IL 88San Francisco, CA 70Richfield, OH 66St Louis, MO 61San Diego, CA 42Scottsdale, AZ 42Newport Beach, CA 40Denver, CO 38Houston, TX 37Los Angeles, CA 37Menlo Park, CA 34Paramus, NJ 31San Antonio, TX 31Bellevue, WA 30Charlotte, NC 30Seattle, WA 30Boston, MA 29Atlanta, GA 28Dallas, TX 28Irvine, CA 27Plano, TX 27Tampa, FL 27
Charles Schwab & Co., Inc. advisors by state
Charles Schwab & Co., Inc. in Texas 1,242
Westlake 788Austin 197Houston 37San Antonio 31Dallas 28Plano 27Fort Worth 21The Woodlands 17Southlake 15Frisco 11El Paso 7Bee Cave 6McKinney 5Sugar Land 5Abilene 4Webster 4College Station 3Georgetown 3Midland 3Flower Mound 2Greenville 2Helotes 2Richmond 2Weatherford 2Alvord 1Argyle 1Batrop 1Bedford 1Cibolo 1Corpus Christi 1Crandall 1Denton 1Ft. Worth 1Grand Prairie 1Iowa Park 1Irving 1Lewisville 1New Braunfels 1Northlake 1Pflugerville 1Roanoke 1Round Rock 1Springtown 1The Colony 1
Charles Schwab & Co., Inc. in California 777
San Francisco 70San Diego 42Newport Beach 40Los Angeles 37Menlo Park 34Irvine 27Cupertino 26Pasadena 25Walnut Creek 24Torrance 21Corte Madera 19Sacramento 19Mission Viejo 18Oakland 18San Mateo 18Campbell 17La Jolla 16Pleasanton 16Sunnyvale 16Los Altos 15San Ramon 14Brea 13Encino 13Santa Rosa 13Woodland Hills 13Carlsbad 12Roseville 11Thousand Oaks 10Upland 10Indian Wells 9Los Gatos 9Santa Barbara 9Berkeley 8Seal Beach 8Carmel 7Fremont 7Fresno 7Rowland Heights 7Arcadia 6Folsom 6Napa 6Santa Monica 6El Segundo 5Oxnard 5Soquel 5Dana Point 4San Luis Obispo 4Stockton 4Bakersfield 3Corona 3Milpitas 3Truckee 3Carmichael 1Chula Vista 1Daly City 1Foster City 1Greenbrae 1Lafayette 1Menifee 1Novato 1Orinda 1Pacific Grove 1Redding 1San Bruno 1San Jose 1Santa Clara 1Temecula 1Wildomar 1
Charles Schwab & Co., Inc. in Colorado 558
Lone Tree 468Denver 38Colorado Springs 13Boulder 10Parker 6Fort Collins 4Aurora 2Castle Rock 2Frisco 2Highlands Ranch 2Littleton 2Berthoud 1Broomfield 1Castle Pines 1Deer Trail 1Erie 1Monument 1Peyton 1Pueblo West 1Sedalia 1
Charles Schwab & Co., Inc. in Arizona 513
Phoenix 425Scottsdale 42Chandler 12Peoria 12Tucson 9Surprise 3Glendale 2Cave Creek 1Litchfield Park 1Maricopa 1Mesa 1Prescott 1San Tan Valley 1San Tran Valley 1Tempe 1
Charles Schwab & Co., Inc. in Florida 478
Orlando 217Tampa 27Jacksonville 25Palm Beach Gardens 22Naples 19Boca Raton 18Sarasota 18Coral Gables 15Winter Park 12Miami 10St. Petersburg 10Fort Lauderdale 9Fort Myers 7Plantation 7Aventura 6Clearwater 6Delray Beach 6The Villages 6Ormond Beach 4Estero 3Gainesville 3Clermont 2Lutz 2Marco Island 2St. Augustine 2Tallahassee 2West Palm Beach 2Beverly Hills 1Coral Springs 1Dunedin 1Jacksonville Beach 1Miramar Beach 1Niceville 1Oveido 1Pensacola 1Ponte Vedra Beach 1Seminole 1Temple Terrace 1Vero Beach 1Wesley Chapel 1West Melbourne 1Windermere 1Zephyrhills 1
Charles Schwab & Co., Inc. in Illinois 201
Chicago 88Northbrook 24Schaumburg 14Oak Brook 13Naperville 12Orland Park 7Winnetka 7South Barrington 6Edwardsville 5Peoria 4Rockford 4Champaign 2Geneva 2Lake Zurich 2Edwards 1Evanston 1Highland Park 1Kildeer 1Maywood 1Mokena 1Normal 1Park Ridge 1Vandalia 1Westmont 1Wheaton 1
Charles Schwab & Co., Inc. in New York 196
New York City 89Huntington Station 14Mt Kisco 13Garden City 12Pittsford 12Albany 7Manhasset 7Forest Hills 6Lake Grove 6Brooklyn 5Scarsdale 5Amherst 4Saratoga Springs 3Southampton 3Mount Sinai 2New York 2Poughkeepsie 2Dewitt 1Ithaca 1Mount Kisco 1Poughquag 1
Charles Schwab & Co., Inc. in Indiana 193
Indianapolis 156Carmel 19Evansville 3Fishers 3Bloomington 2Fort Wayne 2Merrillville 2Noblesville 2Clarksville 1Terre Haute 1Westfield 1Zionsville 1
Charles Schwab & Co., Inc. in New Jersey 156
Paramus 31Millburn 23Princeton 17Red Bank 16Marlton 15Morristown 13Jersey City 12Bridgewater 8Freehold 4Flemington 3Edgewater 2Millville 2Bergenfield 1Hazlet 1Hillsborough 1Long Valley 1Mays Landing 1Montville 1Nutley 1River Vale 1Springfield 1Whitehouse Sta. 1
Charles Schwab & Co., Inc. in Ohio 146
Richfield 66Cincinnati 18Orange Village 18Westlake 13Columbus 12Miamisburg 5Copley 4Perrysburg 3Sylvania 2Dublin 1Grove City 1Silver Lake 1Wadsworth 1Westerville 1
Charles Schwab & Co., Inc. in Missouri 123
St Louis 61Clayton 22Chesterfield 14St. Louis 7Kansas City 6Saint Louis 3Eureka 2Ballwin 1Des Peres 1Imperial 1Maplewood 1Mountain Grove 1O'Fallon 1Saint Charles 1Wright City 1
Charles Schwab & Co., Inc. in Washington 105
Bellevue 30Seattle 30Redmond 10Spokane 9Tacoma 9Vancouver 6Lynnwood 5Kennewick 2Edmonds 1Lake Tapps 1Mercer Island 1Wenatchee 1
Charles Schwab & Co., Inc. in Virginia 85
Tysons Corner 21Reston 19Alexandria 16Glen Allen 9Leesburg 6Charlottesville 5Virginia Beach 4Gainesville 1Henrico 1Norfolk 1Purcellville 1Roanoke 1
Charles Schwab & Co., Inc. in North Carolina 79
Charlotte 30Raleigh 12Cary 11Chapel Hill 7Asheville 5Greensboro 5Huntersville 3Southern Pines 2Wilmington 2Pinehurst 1Wendell 1
Charles Schwab & Co., Inc. in Georgia 76
Atlanta 28Sandy Springs 18Alpharetta 15Dawsonville 3Athens 2Augusta 2Buford 2Peachtree Corners 2Cumming 1Kennesaw 1Savannah 1Villa Rica 1
Charles Schwab & Co., Inc. in Massachusetts 74
Boston 29Chestnut Hill 13Burlington 9Cambridge 5Hingham 3Centerville 2Framingham 2Lynnfield 2Plymouth 2Canbridge 1Cohasset 1Lawrence 1Mashpee 1Quincy 1Reading 1Salem 1
Charles Schwab & Co., Inc. in Pennsylvania 69
Wayne 17Cranberry Township 11Philadelphia 10Yardley 6Camp Hill 5Lancaster 4Pittsburgh 4Mt. Lebanon 3Dickson City 2Radnor 2Broomall 1Canonsburg 1Glenside 1Kunnletown 1Lafayette Hill 1
Charles Schwab & Co., Inc. in Maryland 67
Bethesda 25Gaithersburg 11Towson 11Potomac 9Annapolis 5Columbia 2Easton 2Bowie 1Rockville 1
Charles Schwab & Co., Inc. in Michigan 59
Troy 14Novi 13Grand Rapids 9Birmingham 6Ann Arbor 5Grosse Pointe 4Jackson 3Algonac 1Detroit 1Holland 1Saginaw 1Traverse City 1
Charles Schwab & Co., Inc. in Connecticut 56
Stamford 18West Hartford 17Fairfield 11Greenwich 3Brookfield 2Mystic 2Old Saybrook 2South Windsor 1
Charles Schwab & Co., Inc. in Minnesota 51
Edina 24Woodbury 11Wayzata 10Eden Prairie 2Elk River 1Prior Lake 1Saint Paul 1Saint Paul, 1
Charles Schwab & Co., Inc. in Tennessee 47
Franklin 17Nashville 11Germantown 6Knoxville 6Chattanooga 3Bristol 2Cordova 1Del Rio 1
Charles Schwab & Co., Inc. in Wisconsin 30
Brookfield 12Mequon 6Appleton 5Middleton 3Oak Creek 2Germantown 1Hayward 1
Charles Schwab & Co., Inc. in Utah 28
Cottonwood Heights 16Farmington 3Pleasant Grove 3St. George 3Park City 1Saint George 1Salt Lake City 1
Charles Schwab & Co., Inc. in Kentucky 23
Louisville 9Lexington 8Fort Mitchell 4Butler 1Independence 1
Questions
How many financial advisors does Charles Schwab & Co., Inc. have?
5,933 investment adviser representatives are registered with Charles Schwab & Co., Inc., according to the SEC's Investment Adviser Public Disclosure records, in 49 states and 499 cities. 653 list the CFP designation and 5,914 are also registered as broker representatives.
Where does Charles Schwab & Co., Inc. have the most advisors?
Westlake, TX, with 788 registered advisors, then Lone Tree, CO (468). By state, Texas has the most, with 1,242.
How do I find a Charles Schwab & Co., Inc. financial advisor near me?
Pick your state below, then your city, to see every Charles Schwab & Co., Inc. advisor registered at an office there. Each one 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. An advisor registered at Charles Schwab & Co., Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →