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 2026FP 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 PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Schwab Wealth Advisory, Inc. financial advisors in California

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

The short answer

130 registered advisors work at Schwab Wealth Advisory, Inc. in California, out of 1,476 nationwide; it's the firm's number 6 state by advisors, and the most are in San Francisco (75). 56 list the CFP designation and 121 are also registered broker representatives.

Schwab Wealth Advisory, Inc. advisors by city in California

Every firm in California →

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. advisors in California, A to Z

Search by name →

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

Arizona 261Colorado 220Florida 218Texas 213Indiana 163Georgia 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 California?

130 investment adviser representatives are registered at Schwab Wealth Advisory, Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 1,476 at the firm nationwide. 56 list the CFP designation and 121 are also registered as broker representatives.

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

San Francisco, with 75, then San Diego (19). Schwab Wealth Advisory, Inc. has advisors in 24 cities in California.

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