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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

1,243 registered advisors work at Charles Schwab & Co., Inc. in Texas, out of 5,937 nationwide; it's the firm's number 1 state by advisors, and the most are in Westlake (780). 118 list the CFP designation and 1,240 are also registered broker representatives.

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

Every firm in Texas →

Westlake 780Austin 203Houston 38San Antonio 33Plano 28Dallas 27Fort Worth 18The Woodlands 17Southlake 16Frisco 11El Paso 7Bee Cave 6McKinney 6Webster 5Abilene 4College Station 3Georgetown 3Midland 3Sugar Land 3Greenville 2Richmond 2The Colony 2Alvord 1Argyle 1Boerne 1Cibolo 1Corpus Christi 1Crandall 1Decatur 1Denton 1Flower Mound 1Ft. Worth 1Grand Prairie 1Helotes 1Iowa Park 1Irving 1Katy 1Lewisville 1Midlothian 1New Braunfels 1Northlake 1Pflugerville 1Princeton 1Renton 1Roanoke 1Round Rock 1Springtown 1Weatherford 1

Charles Schwab & Co., Inc. advisors in Texas, A to Z (first 500 of 1,243)

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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

California 779Colorado 551Arizona 509Florida 474Nebraska 211New York 203Illinois 199Indiana 193New Jersey 155Ohio 149Missouri 126Washington 104Virginia 88North Carolina 79Georgia 75Massachusetts 74Maryland 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 Texas?

1,243 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 at the firm nationwide. 118 list the CFP designation and 1,240 are also registered as broker representatives.

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

Westlake, with 780, then Austin (203). Charles Schwab & Co., Inc. has advisors in 48 cities in Texas.

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

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.