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Financial ADVSR advisor directory · SEC adviser records

Schwab Wealth Advisory, Inc. financial advisors in Indianapolis, IN

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

The short answer

162 registered advisors work at Schwab Wealth Advisory, Inc. in Indianapolis, out of 1,476 at the firm nationwide; it ranks number 1 in the city by advisors. 55 list the CFP designation and 161 are also registered broker representatives.

Schwab Wealth Advisory, Inc. advisors in Indianapolis, 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 177San Francisco, CA 75Chicago, IL 31Atlanta, GA 29Austin, TX 20Charlotte, NC 19Jersey City, NJ 19San Diego, CA 19Bellevue, WA 17Tysons Corner, VA 17Edina, MN 15Irvine, CA 15

Other firms in Indianapolis

All Indianapolis advisors →

Charles Schwab & Co., Inc. 156Oneamerica Securities, Inc. 117Morgan Stanley 103Merrill Lynch, Pierce, Fenner & Smith Incorporated 95Ameriprise Financial Services, LLC 66MML Investors Services, LLC 62J.P. Morgan Securities LLC 56LPL Enterprise, LLC 52Thurston Springer Advisors 49Cetera Investment Advisers LLC 46Stifel, Nicolaus & Company, Incorporated 45LPL Financial LLC 43

Questions

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

162 investment adviser representatives are registered at Schwab Wealth Advisory, Inc. offices in Indianapolis, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 1,476 nationwide. 55 list the CFP designation and 161 are also registered as broker representatives.

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

Schwab Wealth Advisory, Inc. ranks number 1 in Indianapolis by registered advisors, ahead of Charles Schwab & Co., Inc. (156).

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

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.