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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in California

Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in California, by city and A to Z.

The short answer

777 registered advisors work at Charles Schwab & Co., Inc. in California, out of 5,933 nationwide; it's the firm's number 2 state by advisors, and the most are in San Francisco (70). 94 list the CFP designation and 777 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors by city in California

Every firm in California →

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. advisors in California, A to Z (first 500 of 777)

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Charles Schwab & Co., Inc. advisors in every 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. in other states

Texas 1,242Colorado 558Arizona 513Florida 478Nebraska 203Illinois 201New York 196Indiana 193New Jersey 156Ohio 146Missouri 123Washington 105Virginia 85North Carolina 79Georgia 76Massachusetts 74Pennsylvania 69Maryland 67Michigan 59Connecticut 56Minnesota 51Nevada 51Tennessee 47Oregon 42Wisconsin 30Utah 28Kentucky 23Kansas 21Oklahoma 20South Carolina 19New Hampshire 17Alabama 15District of Columbia 14Hawaii 14Montana 11New Mexico 9Delaware 8Louisiana 8Rhode Island 8Iowa 7Idaho 7Alaska 4Arkansas 4Mississippi 3South Dakota 3Vermont 3Wyoming 3

Questions

How many Charles Schwab & Co., Inc. financial advisors are in California?

777 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 at the firm nationwide. 94 list the CFP designation and 777 are also registered as broker representatives.

Where in California does Charles Schwab & Co., Inc. have the most advisors?

San Francisco, with 70, then San Diego (42). Charles Schwab & Co., Inc. has advisors in 68 cities in California.

How do I check a Charles Schwab & Co., Inc. advisor in California?

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.