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 Maitland, FL

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

The short answer

3 registered advisors work at Schwab Wealth Advisory, Inc. in Maitland, out of 1,476 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

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

Every Schwab Wealth Advisory, Inc. advisor →

Schwab Wealth Advisory, Inc. advisors in every city and 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. advisors in other cities

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 15

Other firms in Maitland

All Maitland advisors →

Eagle Strategies LLC 14Cetera Investment Advisers LLC 12Edward Jones 7Delta Advisory Group, Inc. 6Alternative Investment Advisors, LLC 5Delta Capital Management, LLC 5Raymond James Financial Services Advisors, Inc. 5Moors & Cabot, Inc. 4Ameriprise Financial Services, LLC 3Cramer & Rauchegger, Inc. 3Fellowship Financial Group 3Wealthspire Retirement Advisory 3

Questions

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

3 investment adviser representatives are registered at Schwab Wealth Advisory, Inc. offices in Maitland, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 1,476 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Schwab Wealth Advisory, Inc. one of the largest advisor employers in Maitland?

Schwab Wealth Advisory, Inc. ranks number 12 in Maitland by registered advisors; Eagle Strategies LLC has the most, with 14.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.