Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

74 registered advisors work at Charles Schwab & Co., Inc. in Massachusetts, out of 5,937 nationwide; it's the firm's number 17 state by advisors, and the most are in Boston (30). 6 list the CFP designation and 71 are also registered broker representatives.

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

Every firm in Massachusetts →

Boston 30Chestnut Hill 14Burlington 10Cambridge 4Hingham 3Centerville 2Framingham 2Lynnfield 2Plymouth 2Canbridge 1Lawrence 1Mashpee 1Quincy 1Salem 1

Charles Schwab & Co., Inc. advisors in Massachusetts, A to Z

Search by name →

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 1,243California 779Colorado 551Arizona 509Florida 474Nebraska 211New York 203Illinois 199Indiana 193New Jersey 155Ohio 149Missouri 126Washington 104Virginia 88North Carolina 79Georgia 75Maryland 69Pennsylvania 69Michigan 58Connecticut 54Nevada 51Minnesota 49Tennessee 46Oregon 40Utah 31Wisconsin 30Kentucky 23Oklahoma 20South Carolina 20Kansas 19New Hampshire 16Alabama 15District of Columbia 14Hawaii 14Montana 10New Mexico 9Delaware 8Iowa 8Louisiana 8Arkansas 7Idaho 7Rhode Island 7Alaska 4Mississippi 3South Dakota 3Vermont 3Wyoming 3

Questions

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

74 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 at the firm nationwide. 6 list the CFP designation and 71 are also registered as broker representatives.

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

Boston, with 30, then Chestnut Hill (14). Charles Schwab & Co., Inc. has advisors in 14 cities in Massachusetts.

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

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.