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Financial ADVSR advisor directory · SEC adviser records

Schwab Wealth Advisory, Inc. financial advisors

Every SEC-registered investment adviser representative at Schwab Wealth Advisory, Inc., by the state and city of the office they work from.

1,476 registered advisors work at Schwab Wealth Advisory, Inc., in 29 states and 132 cities; the most are in Phoenix, AZ (257). 582 list the CFP designation and 1,446 are also registered broker representatives.

Search every Schwab Wealth Advisory, Inc. advisor by name →Who joined and left Schwab Wealth Advisory, Inc. →Schwab Wealth Advisory, Inc.: assets, clients and custodians →Schwab news and advisor moves →

Cities with the most Schwab Wealth Advisory, Inc. advisors

Phoenix, AZ 257Lone Tree, CO 204Orlando, FL 188Westlake, TX 177Indianapolis, IN 162San Francisco, CA 75Chicago, IL 31Atlanta, GA 29Austin, TX 20Charlotte, NC 19Jersey City, NJ 19San Diego, CA 19Bellevue, WA 17Tysons Corner, VA 17Edina, MN 15Irvine, CA 15Radnor, PA 14Richfield, OH 13Boston, MA 12Los Angeles, CA 8New York, NY 7Omaha, NE 7San Antonio, TX 6Tampa, FL 6Saint Louis, MO 5St Louis, MO 5New York City, NY 4Riverview, FL 4Boerne, TX 3Denver, CO 3

Schwab Wealth Advisory, Inc. advisors by state

Schwab Wealth Advisory, Inc. in Arizona 261

Phoenix 257Scottsdale 2Peoria 1Pheonix 1

Schwab Wealth Advisory, Inc. in Colorado 220

Lone Tree 204Denver 3Castle Rock 2Highlands Ranch 2Littleton 2Arvada 1Boulder 1Castle Pines 1Colorado Springs 1Conifer 1Lon Tree 1Parker 1

Schwab Wealth Advisory, Inc. in Florida 218

Orlando 188Tampa 6Riverview 4Maitland 3Lithia 2Wesley Chapel 2Altamonte Springs 1Edgewater 1Hollywood 1Indialantic 1Land O Lakes 1Lano O Lakes 1Oldsmar 1Orando 1Oviedo 1Palm Beach Gardens 1St. Petersburg 1Windermere 1Winter Garden 1

Schwab Wealth Advisory, Inc. in Texas 213

Westlake 177Austin 20San Antonio 6Boerne 3Dallas 1Fort Worth 1Grand Prairie 1Helotes 1Justin 1Plano 1Weatherford 1

Schwab Wealth Advisory, Inc. in Indiana 163

Indianapolis 162Indianpolis 1

Schwab Wealth Advisory, Inc. in California 138

San Francisco 75San Diego 19Irvine 15Los Angeles 8San Jose 2Berkeley 1Campbell 1Coto De Caza 1Dublin 1Fremont 1Hayward 1Mountain View 1Newport Beach 1Orange 1Pacific Grove 1Palo Alto 1Point Richmond 1Redondo 1Redondo Beach 1Roseville 1San Rafael 1Walnut Creek 1Woodland Hills 1Yorba Linda 1

Schwab Wealth Advisory, Inc. in Georgia 33

Atlanta 29Atlantic 1Cumming 1Dallas 1Jefferson 1

Schwab Wealth Advisory, Inc. in Illinois 32

Chicago 31Mundelein 1

Schwab Wealth Advisory, Inc. in North Carolina 23

Charlotte 19Clemmons 1Raleighn 1Waxhaw 1Waynesville 1

Schwab Wealth Advisory, Inc. in Washington 22

Bellevue 17Seattle 2Redmond 1Renton 1Vancouver 1

Schwab Wealth Advisory, Inc. in New Jersey 21

Jersey City 19Basking Ridge 1Freehold 1

Schwab Wealth Advisory, Inc. in Virginia 21

Tysons Corner 17Tyson Corner 2Chesterfield 1Fairfax 1

Schwab Wealth Advisory, Inc. in Pennsylvania 17

Radnor 14Cranberry Township 1Langhorne 1Malvern 1

Schwab Wealth Advisory, Inc. in Minnesota 16

Edina 15Chanhassen 1

Schwab Wealth Advisory, Inc. in Massachusetts 14

Boston 12Chestnut Hill 1Medfield 1

Schwab Wealth Advisory, Inc. in New York 14

New York 7New York City 4Caroga Lake 1Mamaroneck 1Mineola 1

Schwab Wealth Advisory, Inc. in Ohio 14

Richfield 13Westerville 1

Schwab Wealth Advisory, Inc. in Missouri 13

Saint Louis 5St Louis 5St. Louis 3

Schwab Wealth Advisory, Inc. in Nebraska 7

Omaha 7

Schwab Wealth Advisory, Inc. in Connecticut 3

Fairfield 1Stamford 1West Hartford 1

Schwab Wealth Advisory, Inc. in Michigan 3

Bay City 1Byron Center 1Middleville 1

Schwab Wealth Advisory, Inc. in Nevada 2

Henderson 1Las Vegas 1

Schwab Wealth Advisory, Inc. in Tennessee 2

Brentwood 1Del Rio 1

Schwab Wealth Advisory, Inc. in Maryland 1

Lutherville 1

Schwab Wealth Advisory, Inc. in Oregon 1

Tenmile 1

Schwab Wealth Advisory, Inc. in South Carolina 1

Rock Hill 1

Schwab Wealth Advisory, Inc. in South Dakota 1

Faulkton 1

Schwab Wealth Advisory, Inc. in Utah 1

Cottonwood Heights 1

Schwab Wealth Advisory, Inc. in Wisconsin 1

Oconomowoc 1

Questions

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

1,476 investment adviser representatives are registered with Schwab Wealth Advisory, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 29 states and 132 cities. 582 list the CFP designation and 1,446 are also registered as broker representatives.

Where does Schwab Wealth Advisory, Inc. have the most advisors?

Phoenix, AZ, with 257 registered advisors, then Lone Tree, CO (204). By state, Arizona has the most, with 261.

How do I find a Schwab Wealth Advisory, Inc. financial advisor near me?

Pick your state below, then your city, to see every Schwab Wealth Advisory, 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 Schwab Wealth Advisory, 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 →