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Financial ADVSR advisor directory · SEC adviser records

Schwab Wealth Advisory, Inc. financial advisors in Colorado

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

The short answer

221 registered advisors work at Schwab Wealth Advisory, Inc. in Colorado, out of 1,476 nationwide; it's the firm's number 2 state by advisors, and the most are in Lone Tree (204). 82 list the CFP designation and 217 are also registered broker representatives.

Schwab Wealth Advisory, Inc. advisors by city in Colorado

Every firm in Colorado →

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

Schwab Wealth Advisory, Inc. advisors in Colorado, 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

Arizona 261Florida 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 Colorado?

221 investment adviser representatives are registered at Schwab Wealth Advisory, Inc. offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 1,476 at the firm nationwide. 82 list the CFP designation and 217 are also registered as broker representatives.

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

Lone Tree, with 204, then Denver (3). Schwab Wealth Advisory, Inc. has advisors in 12 cities in Colorado.

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

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.