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Financial ADVSR advisor directory · SEC adviser records

Schwab Wealth Advisory, Inc. financial advisors in Arizona

Every SEC-registered investment adviser representative at a Schwab Wealth Advisory, Inc. office in Arizona, by city and A to Z.

The short answer

264 registered advisors work at Schwab Wealth Advisory, Inc. in Arizona, out of 1,476 nationwide; it's the firm's number 1 state by advisors, and the most are in Phoenix (257). 101 list the CFP designation and 261 are also registered broker representatives.

Schwab Wealth Advisory, Inc. advisors by city in Arizona

Every firm in Arizona →

Phoenix 257Scottsdale 2Peoria 1Pheonix 1

Schwab Wealth Advisory, Inc. advisors in Arizona, A to Z

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Schwab Wealth Advisory, Inc. advisors in every state →Schwab Wealth Advisory, Inc.: assets, clients and custodians →Schwab news and advisor moves →Advisor Moves: who changed firms this week →

Schwab Wealth Advisory, Inc. in other states

Colorado 220Florida 218Texas 213Indiana 163California 138Georgia 33Illinois 32North Carolina 23Washington 22New Jersey 21Virginia 21Pennsylvania 17Minnesota 16Massachusetts 14New York 14Ohio 14Missouri 13Nebraska 7Connecticut 3Michigan 3

Questions

How many Schwab Wealth Advisory, Inc. financial advisors are in Arizona?

264 investment adviser representatives are registered at Schwab Wealth Advisory, Inc. offices in Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 1,476 at the firm nationwide. 101 list the CFP designation and 261 are also registered as broker representatives.

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

Phoenix, with 257, then Scottsdale (2). Schwab Wealth Advisory, Inc. has advisors in 4 cities in Arizona.

How do I check a Schwab Wealth Advisory, Inc. advisor in Arizona?

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 Schwab Wealth Advisory, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.