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Financial ADVSR advisor directory · SEC adviser records

Schwab Wealth Advisory, Inc. financial advisors in Texas

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

The short answer

214 registered advisors work at Schwab Wealth Advisory, Inc. in Texas, out of 1,476 nationwide; it's the firm's number 4 state by advisors, and the most are in Westlake (177). 87 list the CFP designation and 210 are also registered broker representatives.

Schwab Wealth Advisory, Inc. advisors by city in Texas

Every firm in Texas →

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

Schwab Wealth Advisory, Inc. advisors in Texas, 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 261Colorado 220Florida 218Indiana 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 Texas?

214 investment adviser representatives are registered at Schwab Wealth Advisory, Inc. offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 1,476 at the firm nationwide. 87 list the CFP designation and 210 are also registered as broker representatives.

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

Westlake, with 177, then Austin (20). Schwab Wealth Advisory, Inc. has advisors in 11 cities in Texas.

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